Head of AI, Data & Process & Transformation

Gen II; New York (NY); Hybrid; USD 260,000 - 300,000; Full time

Job summary

Gen II is seeking a Head of AI, Data & Process Transformation to lead enterprise process improvements and AI adoption across operations. The role partners with technology, data, and commercial leadership to deliver measurable outcomes in a demanding financial services setting.

You will drive AI-enabled re-engineering from concept to deployment, establish governance, and champion practical AI adoption across teams while reporting to the Chief Transformation Officer.

Qualifications

• Proven track record driving process improvement in complex, regulated financial services environments.
• Strong understanding of operational workflows, esp. fund administration, asset management, or PE/alt investments.
• Experience deploying AI/automation tools in an enterprise setting.
• Ability to operate at both strategic and hands-on levels; capable of board communication and delivery.
• Excellent stakeholder management across senior leadership, operations, and technology.
• Strong analytical and communication skills to translate problems into actionable plans.
• Self-starter with high accountability; takes ownership and delivers.
• Experience with enterprise AI platforms (Claude Enterprise, document intelligence, workflow automation).
• Background in management consulting, transformation, or operational excellence in financial services.
• Familiarity with fund administration platforms and ecosystems.

Responsibilities

• Own enterprise process improvement agenda with AI/Tech First approach to reduce costs, improve quality, and speed delivery.
• Lead a team of BAs to map and redesign end-to-end workflows across fund operations by priority.
• Ensure AI/tech-first adoption while maintaining SOC controls and regulatory requirements.
• Create and maintain a process catalogue to underpin automation and AI decisions.
• Quantify inefficiencies with tech/ops teams and drive adoption of new ways of working.
• Translate strategic priorities into structured delivery plans with platform owners.
• Drive a culture of continuous improvement across CX, productivity, and service quality.
• Design and present target state processes with KPIs evidencing impact.

Skills

Process improvement

Regulated environment

Operational workflows

AI / automation tools

Strategic/tactical

Stakeholder management

Analytics & communication

Self-starter

Enterprise AI platforms

Financial services

Job description

Head of AI, Data & Process & Transformation

Job Category: Managing Principals

Requisition Number: HEADO003664

• Posted : October 16, 2026
• Full-Time

Locations

Showing 1 location

New York, NY 10019, USA

Description

Head of AI, Data and Process Transformation

Who is Gen II?

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $2 trillion in private fund capital assets under administration.

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

We are in the midst of a significant technology and AI-led transformation, moving from a traditional services model to an AI-native, platform-first operating company.

This role sits at the heart of that transformation. The role will drive tangible impact across multiple workstreams — from process re-engineering and strategic delivery through to the practical application of AI and automation across operations. This is not a strategy-on-paper role. It’s about doing the work, moving things forward, and making measurable change happen.

You’ll report directly to the Chief Transformation Officer and work closely with technology, operations, data, and commercial leadership across all regions.

Key Responsibilities

Process & Operational Improvement

Working with selected partners:

• Own and drive the enterprise process improvement agenda adopting an AI / Tech First approach — identifying, prioritizing, and delivering changes that reduce cost, improve quality, or accelerate delivery
• Lead a team of BA’s to map, challenge, and redesign end-to-end workflows across fund operations by priority – e.g., onboarding, client services and other service lines
• Partner with platform and project teams to ensure that they are adopting a AI / Tech first approach to streamline processes while maintaining adequate levels of control in line with our SOC controls and regulatory requirements
• Create and maintain a process catalogue as a living asset that underpins automation and AI deployment decisions & prioritization
• Work with tech, platform and operational teams to quantify inefficiencies, agree benefits and to drive the adoption of new ways of working
• Working alongside strategic project team and platform owners to support the translation of strategic priorities into structured delivery plans
• Challenge the ‘status quo’ driving a culture of continuous improvement across CX, Productivity and Service Quality.
• Design and present target state processes, highlighting the benefits the changes will bring and introducing appropriate KPIs that evidence this impact

AI Integration & Enablement

• Support the identification, qualification and prioritization of AI use cases across the business, working with the AI Committee and technology teams to move from concept to deployment
• Support the governance framework for AI adoption, including use case approval processes, risk assessment, and benefit tracking
• Champion practical AI adoption across operational teams — driving awareness, building confidence, and ensuring tools are used effectively
• Monitor emerging AI capabilities and assess their applicability to fund administration workflows
• Track and report on AI deployment outcomes, ensuring initiatives deliver against stated ROI and operational targets
• Collaborate with technology and data leadership to create and maintain data ontologies, taxonomies and product catalogues as encoded assets that underpin agentic AI and process automation.
• Collaborate with technology and data leadership to design and build AI-ready integrations needed to support secure, safe, auditable and insightful AI access to enterprise data assets.
• Participate in governance frameworks for enterprise data, ensuring data products and architecture design decisions will support an AI-native, platform-first operating company.

Required Qualifications

• Proven track record of driving process improvement and strategic delivery in a complex, regulated financial services environment
• Strong understanding of operational workflows — ideally within fund administration, asset management, or PE/alternative investments
• Demonstrable experience working with or deploying AI / automation tools in an enterprise setting (not just theoretical interest)
• Comfortable operating at both strategic and tactical levels — equally capable of presenting to a board and rolling up sleeves to get something shipped
• Excellent stakeholder management across senior leadership, operations, and technology functions
• Strong analytical and communication skills — able to turn complex problems into clear recommendations and actionable plans
• Self-starter with high accountability — takes ownership, follows through, and doesn’t wait to be told what to do
• Experience with enterprise AI platforms (e.g., Claude Enterprise, document intelligence tools, workflow automation)
• Background in management consulting, transformation, or operational excellence within financial services
• Familiarity with fund administration platforms and ecosystems

Why This Role

• Direct impact — you’ll work at the centre of a transformation that is genuinely reshaping how a global financial services business operates
• Breadth — process, strategy, AI, vendor management, board engagement — no two weeks will look the same
• Autonomy — you’ll own your workstreams with real decision-making authority, reporting directly to the CTrO
• Growth — this is a platform role for someone who wants to build a career at the intersection of operations, technology, and AI in private equity

The salary range for this position is $260,000 - $300,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.