Principal AI Solutions - Financial

Request Technology, LLC; Chicago (IL); In loco; USD 120.000 - 160.000; Tempo pieno

Descrizione del lavoro

Request Technology, LLC is seeking a senior AI Opportunity Identification & Transformation Roadmap leader in Chicago. You will embed with business units to map workflows, identify high-impact AI use cases, and craft a grounded AI transformation roadmap spanning quick wins to long-term AI-native changes.

You will partner with leaders to shape operating models, govern POCs, and advance AI capability across functions with tools like Power BI, Tableau, Jira, and Notion.

Competenze

• Deep understanding of financial services or capital markets operations; experience in post-trade, clearing, custody, or comparable financial market infrastructure strongly preferred.

Mansioni

• Embed with assigned business functions to map workflows, decisions, and AI value opportunities.
• Identify AI opportunities that redesign how work gets done, not just automate existing processes.
• Build and maintain the AI transformation roadmap for assigned functions by impact, feasibility, and readiness.
• Partner with functional leaders to define AI-native operating models and what it takes to reach them.
• Support powered AI development or POCs within governance guardrails of the CTO team.
• Assist organizational AI capability development across functions and promote effective use of AI tools.
• Define boundaries for citizen-led initiatives vs centralized engineering and governance.

Conoscenze

AI architecture assessment

Requirements specification

Vendor evaluation methodology

Data analysis & data pipelines

Process analysis & workflow mapping

BI tools knowledge

Formazione

7+ years in financial services tech/strategy

Capital markets infrastructure knowledge

Strumenti

Power BI

Tableau

Jira

Notion

Descrizione del lavoro

AI opportunity identification and transformation road map. Deep understand of financial services experience identifying technology opportunities inside a business proactively finding where AI creates value not just responding to requests model risk governance AI enablement and change lead analytics and bi tools power BI tableau Jira notion

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.
• 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.

Qualifications:

• Deep understanding of financial services or capital markets operations; experience in post-trade, clearing, custody, or comparable financial market infrastructure strongly preferred.

Technical Skills:

• AI architecture assessment: retrieval-augmented generation, agent frameworks, and large language model evaluation
• Requirements specification for AI systems and use case feasibility analysis
• Vendor and tool evaluation methodology for AI platforms in regulated environments
• Data analysis and familiarity with data pipeline concepts relevant to AI use cases
• Process analysis and workflow mapping to support use case scoping and AI readiness work
• Analytics and BI tools (e.g., Power BI, Tableau) and collaboration platforms (e.g., Jira, Notion)

Education and/or Experience:

• 7 or more years of experience in financial services technology or strategy, with at least five years in post-trade or capital markets infrastructure
• Domain knowledge in at least one of the following: tokenization and digital asset infrastructure, collateral management and margining, or extended-hours clearing and settlement operations