AI Strategy Director

CliftonLarsonAllen Wealth Advisors, LLC

Indianapolis, Northern (IN, KY)

Hybrid

USD 180,000 - 240,000

Full time

3 days ago
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Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an AI Strategy Director to lead end-to-end AI strategy engagements, guiding clients from opportunity identification to deployment and optimization. You will translate complex AI concepts into executive insights and decisions, advise on alignment with strategy and regulatory requirements, and oversee multiple engagements with senior stakeholders.

You will build trusted relationships with C-suite clients, coordinate cross-functional teams, and

Qualifications

  • 6 years of relevant experience required.
  • Bachelor's degree is required.

Responsibilities

  • Lead the design and delivery of end-to-end AI strategy engagements, from opportunity identification through deployment and optimization.
  • Develop and set director for AI strategy approaches that translate complex AI concepts into executive insights and decisions.
  • Advise and guide clients to align AI initiatives with business strategy, risk tolerance, regulatory requirements, and readiness.
  • Build trusted relationships with senior client stakeholders (Director, VP, C-suite).
  • Oversee the planning, execution, and delivery of multiple AI engagements, ensuring quality outcomes and client expectations.

Education

Bachelor's degree

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.We are seeking a **AI Strategy Director.** This role leads the design and delivery of end to end AI strategy engagements, guiding clients from opportunity identification and solution architecture through deployment and optimization while translating complex AI concepts into executive level decisions. They build trusted client relationships, directs cross functional teams, manages engagement risks and outcomes, and advances the firm’s AI capabilities through thought leadership and business development.**Essential Job Functions**· Lead the design and delivery of end-to-end AI strategy engagements, from opportunity identification and solution architecture through deployment and ongoing optimization · Develop and set director for AI strategy approaches that translate complex AI concepts into clear, executive level insights and decisions. · Advise and guide clients to align AI initiatives with business strategy, risk tolerance, regulatory requirements, and organizational readiness. · Build trusted relationships with senior client stakeholders (Director, VP, C-suite).· Oversee the planning, execution, and delivery of multiple AI engagements, ensuring quality outcomes and client expectations are met. · Direct and coordinate cross-functional teams (Data Science, Engineering, Risk, Legal, Cyber, Digital Operations) to deliver integrated solutions. · Monitor engagement risks, dependencies, and decision points, implementing mitigation strategies as needed.· Develop and advance AI frameworks, methodologies, and thought leadership, informed by evolving AI trends and regulations.· Support firm growth and market presence through business development, identification of follow on opportunities, and representing the firm’s AI capabilities.**Requirements****Experience**6 years of relevant experience required.**Education** Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.**Certifications / Licenses** None required.
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