AVP, Intelligent Automation & Process Enablement

Cantor Fitzgerald; New York (NY); Hybrid; USD 125,000 - 160,000; Full time

Job summary

Cantor Fitzgerald is seeking an AVP in Intelligent Automation & Process Enablement to join the Strategic Change Delivery team. The role focuses on AI-enabled workflows across Finance, Tax, Treasury, and Risk, collaborating with Finance Technology and the COE to turn concepts into production-ready solutions.

We seek someone with hands-on experience with LLM tools, strong process-mapping skills, and a proven ability to deliver in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, IT or related field.
• 5–7 years of experience with automation or AI-enabled process improvement.
• Hands-on experience with LL M-based tools (e.g., Microsoft Copilot, Claude, ChatGPT) in professional context.
• Proficient in process mapping, requirements gathering, and user story development.
• Strong analytical and problem-solving skills with ability to validate AI output.
• Excellent communication and client-facing skills.
• Hybrid role based in NYC with four days in the office and one day remote.

Responsibilities

• Design and lead the design and documentation of AI-assisted workflows using tools like Copilot and Claude.
• Develop, test, and iterate prompts and agent logic for process automation.
• Create and maintain automation documentation including workflow logic and guardrails.
• Validate AI outputs as the first line before handing off to business stakeholders.
• Lead end-to-end process mapping across Finance, Tax, Treasury and Risk.
• Translate complex processes into functional requirements and user stories.

Skills

Process mapping

Requirements gathering

User story development

Analytical skills

Communication skills

Client-facing

Education

Bachelor's degree in Finance, Accounting, IT

Tools

Microsoft Copilot

Claude

ChatGPT

UiPath

AltErlyx

Job description

About the Company

Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long‑term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.

Role

We are seeking a skilled and forward‑thinking AVP, Intelligent Automation & Process Enablement professional to join our Strategic Change Delivery team, with a primary focus on intelligent automation and AI‑enabled process delivery. In this role, you will serve as the team’s first‑line expert in designing, testing, and embedding AI‑assisted workflows across Finance, Tax, Treasury, and Risk. You will work closely with the Head of Strategic Change Delivery, Finance Technology leadership, and the Automation Centre of Excellence (COE) to transition early‑stage automation concepts into robust, well‑governed solutions.

Responsibilities

• Design and lead the design and documentation of AI‑assisted workflows, incorporating tools such as Microsoft Copilot, Claude, and other LLM‑based platforms.
• Develop, test, and iterate on prompts and agent logic to support process automation, ensuring outputs meet quality and accuracy standards.
• Create and maintain comprehensive automation documentation, including workflow logic, approval paths, and guardrail frameworks.
• Act as the first line of validation for AI‑generated output before handing off to the Accounting & Controls BA or stakeholders.
• Lead end‑to‑end process mapping initiatives across Finance, Tax, Treasury and Risk, applying an automation‑first mindset to identify opportunities for efficiency and redesign.
• Translate complex processes into clear functional requirements, user stories, and workflow specifications suitable for both technology teams and business stakeholders.
• Collaborate with cross‑functional teams to implement redesigned processes aligned with organizational goals and transformation objectives.
• Partner with Technology and COE to transition automation prototypes into governed, production‑ready solutions.
• Provide hands‑on support in configuring, testing, and troubleshooting automation tools and AI‑assisted applications.
• Serve as the point of contact for Technology, COE, and cross‑functional stakeholders.
• Establish and maintain strong working relationships with various departments and the Head of Strategic Change Delivery.
• Communicate effectively at all levels, translating technical automation concepts into accessible language for non‑technical audiences.
• Collaborate with cross‑functional teams to ensure alignment of automation initiatives with broader transformation goals.
• Proven ability to thrive in fast‑moving environments while co‑developing new workflows in areas with limited established precedent.
• Work in close partnership with the Accounting & Controls BA to ensure AI‑enabled and automated workflows are designed with appropriate accounting treatment, control frameworks, auditability, and financial integrity embedded from the outset.
• Develop and maintain clear documentation of AI workflows, automation logic, and guardrail frameworks to support governance and audit requirements.
• Assist in the design and delivery of training materials to support Finance, Tax, Treasury and Risk in adopting AI‑assisted tools and processes.

Qualifications

• Bachelor’s degree in Finance, Accounting, Information Technology, or a related field.
• Minimum of five to seven years of related experience with demonstrable exposure to automation or AI‑enabled process improvement.
• Hands‑on experience using LLM‑based tools (e.g., Microsoft Copilot, Claude, ChatGPT or similar) in a professional or project context.
• Proficiency in process mapping, requirements gathering, and user story development.
• Strong analytical and problem‑solving skills with the ability to validate AI output critically.
• Excellent communication skills, with the ability to engage technical and non‑technical audiences.
• Strong client‑facing skills, with the ability to establish credibility and build trusted partnerships across multiple functions.
• Hybrid role (NYC‑based) with four days per week in the office and one day remote.

Preferred Skills

• Experience working within a finance automation or transformation environment, supporting the design, testing, and deployment of automated and AI‑enabled workflows.
• Demonstrate working knowledge of Microsoft 365 and automation tools such as Claude, AltErlyx, and UiPath.
• Experience contributing to agent design, prompt development, and/or the application of AI governance and control frameworks within a regulated finance context.

Compensation & Benefits

Base salary: Starting at 125,000, plus bonus. The actual base salary will be determined on an individualized basis considering a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement), this position may be eligible for additional types of compensation including discretionary bonuses and other short‑ and long‑term incentives (e.g., deferred cash, equity, etc.).