AI Enablement Lead - Institutional Equities and Research

About The Role

We are seeking an AI Enablement Lead to directly drive the practical application of AI across our Institutional Equities and Research (IER) business. This role is focused on hands-on identification, prototyping, and delivery of high-impact AI use cases that improve how work gets done across Equity Research, Institutional Sales, Institutional Trading, and Corporate Access.

Responsibilities

• Work closely with IER technology product management, business leaders, end users, and IT partners to translate opportunities into working solutions that deliver measurable results.
• Prototype and deliver solutions using M365 Copilot, Copilot Studio, ChatGPT, Claude, and agent-based AI frameworks.
• Apply generative and agentic AI to real workflows, including research production, content creation, client insights, idea generation, and decision support.
• Translate AI capabilities and limitations into clear, actionable business value for end users and leaders.
• Embed with teams to understand how work gets done, surface opportunities, and drive adoption through delivered solutions.
• Act as a hands-on resource for teams applying AI to their day-to-day work.
• Rapidly test ideas, gather feedback, iterate, and scale successful use cases in partnership with technology teams.
• Maintain focus and prioritization to ensure efforts drive measurable productivity, revenue, and adoption outcomes.
• Set and communicate a clear, practical vision for how AI is applied across IER, grounded in real workflows and business priorities.
• Continuously explore emerging AI capabilities and identify the highest-impact opportunities across Research, Sales, Trading, and Corporate Access.

Requirements

• 3–7 years of professional experience, including hands-on application of AI in a business environment.
• Demonstrated experience building, prototyping, or implementing AI-enabled solutions used in real workflows in a professional setting.
• Strong working knowledge of generative AI, agentic concepts, and enterprise AI tools (e.g., M365 Copilot, Copilot Studio, ChatGPT, Claude).
• A high degree of curiosity and motivation to continuously explore new AI capabilities and practical applications.
• Comfort experimenting, iterating, and learning by doing rather than operating only at a conceptual level.
• Experience in equity research, institutional sales, trading, or a related financial domain, or the ability to quickly learn complex workflows.
• Proven ability to work directly with end users to deliver practical, high-impact solutions.
• Strong interpersonal and communication skills, with the ability to engage technical and non-technical audiences.
• Bias toward action, ownership, and delivering tangible results.
• Passion for applying AI to solve real business problems and improve how work gets done.

Qualifications

• Bachelor’s degree in Business, Computer Science, Data Science, or a related field required.

Skills

• Hands-on experience with AI tools and platforms.
• Ability to translate AI concepts into practical business solutions.
• Strong problem-solving and analytical skills.
• Effective communication and interpersonal skills.

Benefits

• Employee-owned firm culture with a focus on collaboration, partnership, and long-term thinking.
• Regular engagement with teams across Research, Sales, and Trading.
• Opportunity to work directly with senior leaders and end users.
• Autonomy to experiment and deliver tangible solutions that drive revenue and efficiency.

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position based in our downtown Milwaukee office.