AI Transformation Lead — Investment Workflows

Wyatt Partners; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading financial services firm is seeking an AI business transformation leader to oversee their Investment team's workflows. The successful candidate will specialize in integrating AI solutions with core business processes, ensuring that the initiatives are aligned with measurable business outcomes. This role demands strong skills in stakeholder engagement and a bias for rapid prototyping. Ideal candidates will have extensive experience in product management within complex workflows and a proactive mindset for driving change.

Qualifications

• 5–8+ years in product management, consulting, or operational transformation.
• Experience working with complex business workflows, particularly in corporate or financial services.
• Proven track record in business case development and leading change initiatives.

Responsibilities

• Identify high-impact AI opportunities across business workflows.
• Design, test, and iterate early-stage AI solutions.
• Develop clear solution charters outlining problem statements and requirements.
• Lead stakeholder engagement and communication for AI initiatives.

Skills

Product management

Operational transformation

Communication with stakeholders

Rapid prototyping

Job description

A leading financial services firm is seeking an AI business transformation leader to oversee their Investment team's workflows. The successful candidate will specialize in integrating AI solutions with core business processes, ensuring that the initiatives are aligned with measurable business outcomes. This role demands strong skills in stakeholder engagement and a bias for rapid prototyping. Ideal candidates will have extensive experience in product management within complex workflows and a proactive mindset for driving change.