Lead Associate Principal, AI Solutions

theocc; United States; On-site; USD 140,000 - 220,000; Full time

Job summary

OCC is seeking an AI Solutions Lead to be the primary interface between the business and its AI transformation roadmap. You will embed with business functions to map workflows, identify AI-enabled opportunities, and drive the sequence of initiatives from quick wins to AI-native operating models.

You will own end-to-end use-case delivery, assess feasibility, evaluate vendors, and guide citizen-led development within governance guardrails to ensure adoption and measurable impact across the

Qualifications

• Deep understanding of financial services or capital markets operations; experience in post-trade, clearing.

Responsibilities

• Own AI opportunity identification and transformation roadmap for assigned business functions.
• Lead end-to-end use-case delivery from problem definition to post-launch adoption.
• Assess technical feasibility, data prerequisites, and production paths for proposed use cases.
• Lead vendor and tool evaluations and provide build-vs-buy recommendations.
• Define boundaries and governance for citizen-led AI development within ORM-approved framework.

Skills

AI transformation

Roadmap development

Use-case delivery

Technical evaluation

Vendor evaluation

Stakeholder management

Governance

Job description

What You\'ll Do:

This role is OCC\'s primary interface between the business and its AI transformation agenda. Rather than waiting for use cases to arrive, the AI Solutions Lead embeds with assigned business functions to understand how work gets done, identify where AI creates meaningful opportunity, and build the roadmap that sequences those opportunities from quick wins through to AI-native operating models. The role then owns each initiative from problem definition through to adoption, bringing enough technical depth to assess feasibility, evaluate vendors, and support contained citizen‑led development without duplicating the engineering capability that sits in the CTO\'s organization.

Primary Duties and Responsibilities:

• AI Opportunity Identification & Transformation Roadmap
  • Embed with assigned business functions to develop a grounded understanding of how workflows, where decisions are made, and where AI can create the most meaningful change in how the organization operates.
  • Identify AI opportunities that redesign how work gets done rather than layer automation on top of existing processes; distinguish between use cases that deliver incremental improvement and those that change the operating model.
  • Build and maintain the AI transformation roadmap for assigned functions: sequencing initiatives by impact, feasibility, and readiness, from immediate quick wins through to longer‑term AI-native transformation.
  • Partner with functional leaders to build a shared, realistic view of what AI‑native operations look like in their area and what it takes to get there.
• Use Case Delivery
  • Own the full lifecycle of assigned use cases: problem definition, stakeholder requirements, scoping, acceptance criteria, delivery oversight, and post‑launch adoption.
  • Translate business problems into technically grounded requirements precise enough that the CTO\'s engineering team can begin architecture design without a separate discovery phase.
  • Own the primary relationship between the business unit and the CTO\'s engineering team for assigned initiatives, translating clearly in both directions.
  • Define the definition of done: what gets built must solve the problem it was designed to solve.
  • Design and execute adoption plans for assigned use cases: track usage post‑launch, identify friction, and drive resolution until users are genuinely working with the solution.
  • Communicate roadmap, performance, and trade‑offs to business stakeholders and leadership for assigned use cases.
  • Escalate enterprise‑level adoption patterns and systemic barriers to the AI Enablement & Change Lead.
  • Contribute to portfolio reviews with current status, outcome data, and risk flags for assigned use cases.
• Technical Evaluation & Advisory
  • Assess the technical feasibility of proposed use cases before they enter any pipeline: what is executable, what data prerequisites exist, and what the realistic path to production looks like.
  • Lead vendor and tool evaluations for non‑centralized use cases, producing build‑vs‑buy recommendations defensible to the business, the CTO, and ORM.
• Citizen‑Led AI Development
  • Support business units pursuing contained, non‑critical AI development or POCs where the CTO team has assessed the initiative as outside the centralized pipeline; provide technical guidance, scoping, and governance guardrails so work proceeds within ORM\'s approved framework.
  • Support organizational AI capability development across functions: help teams understand what AI tools can do in their specific context and how to use them well.
  • Define clear boundaries for each citizen‑led initiative: what can proceed with guided self‑service, what needs central engineering involvement, and what requires full Working Group oversight.
• General Duties
  • Keep assigned use case status, outcomes, and risk flags current for portfolio reporting.
  • Maintain strong working relationships with assigned business functions and the CTO\'s engineering teams.
  • Support a strong risk management and governance environment for all AI initiatives.
  • Regularly communicate use case progress and value delivery to the Head of AI Strategy.
• Supervisory Responsibilities: None
• Qualifications:
  • Deep understanding of financial services or capital markets operations; experience in post-trade, clearing