AI Implementation & Enablement Manager

Role Summary

The AI Enablement Lead serves as M Financial's primary catalyst for practical AI adoption. This role identifies high-friction workflows, redesigns them with AI capabilities, and drives measurable improvements in productivity and experience for employees and Member Firms.

Responsibilities

• Identify high-friction workflows and lead the redesign of those processes to embed AI where it creates the most value
• Design, test, and deploy AI-enabled solutions that improve speed, accuracy, and user experience
• Partner with business teams to understand needs and align solutions to measurable outcomes
• Act as a bridge between business stakeholders and AI/technology capabilities
• Manage and report on the AI use case portfolio, including business case development, prioritization frameworks, and executive-level impact reporting
• Develop repeatable playbooks for common use cases (e.g., summarization, drafting, analysis, workflow support)
• Build and sustain an internal network of AI champions across business units and Member Firms to scale adoption beyond direct engagement
• Lead change management efforts that address adoption barriers, build user confidence, and reinforce new ways of working
• Serve as the organization's AI evangelist, making AI approachable and visible through regular communication, demos, and success stories
• Drive adoption by making AI practical and embedded into daily workflows
• Track and report on impact including time savings, productivity improvements, and quality gains
• Design and deliver role-based enablement programs, including workshops, playbooks, and self-service resources tailored to different levels of AI fluency
• Partner with legal, risk, compliance, HR, and security teams to address adoption barriers and ensure AI initiatives meet regulatory and workforce requirements

Qualifications

• 3-6 years of experience in operations, technology, consulting, or business analysis
• Demonstrated ability to improve processes, workflows, or user experience leveraging AI
• Familiarity with AI solution categories beyond conversational AI, including agentic workflows, intelligent automation, and document intelligence
• Strong problem-solving skills with a bias toward action and execution
• Experience using modern AI tools (e.g., Microsoft Copilot, Claude, ChatGPT, or similar platforms)
• Experience turning complex, repeatable business tasks into AI-supported workflows that can plan the work, complete steps, check results, and improve over time
• Experience building or contributing to business cases for technology investments
• Experience with change management methodologies or organizational adoption programs
• Experience designing or delivering training, workshops, or enablement content for varied audiences
• Strong communication and collaboration skills; ability to influence across functions
• High level of curiosity, ownership, and accountability

Job Conditions & Environment

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely
• Normal office environment/desk assignment
• Regularly operates a computer and other standard office equipment to perform essential job functions, such as data entry, document preparation, and electronic communication