AI Solutions Director - Investment Operations

Primary Responsibilities

• Partner with business and operational teams to understand workflows, pain points, and opportunities for improvement.
• Analyze current-state processes and identify opportunities for AI-enabled transformation, automation, and workflow redesign.
• Facilitate workshops and working sessions to uncover high-impact use cases.
• Develop and maintain a prioritized portfolio of AI opportunities across business functions.
• Define business objectives, success metrics, and expected value for proposed initiatives.
• Serve as a trusted advisor to business leaders on the practical application of AI technologies.

Ai Solution Evaluation & Deployment

• Evaluate internal capabilities, vendor solutions, and emerging AI technologies against business requirements.
• Partner with technology, data, risk, compliance, and legal teams to assess feasibility and governance considerations.
• Lead proof-of-concept initiatives and pilot programs to validate business value and user adoption.
• Build business cases, implementation plans, and value realization frameworks.
• Oversee deployment of AI solutions from pilot through enterprise adoption.
• Cook up cross-functional stakeholders to ensure successful implementation and delivery.
• Establish governance, controls, and operating models that support responsible AI deployment.

Adoption, Change Management & Value Realization

• Partner with functional leaders to embed AI capabilities into operating procedures and workflows.
• Establish training, communication, and change management programs to support successful adoption.
• Define and monitor key performance indicators, productivity gains, and business outcomes.
• Collect user feedback and identify opportunities for continuous improvement and expansion.
• Create repeatable frameworks and best practices for AI solution deployment across the organization.
• Stay informed on emerging AI trends and identify new opportunities to enhance organizational effectiveness.

Required Qualifications & Experience

• 8–10+ years of experience in operations, business transformation, product management, consulting, process improvement, or related disciplines.
• Demonstrated experience leading cross-functional transformation initiatives.
• Experience implementing technology, automation, workflow, or AI-enabled solutions.
• Strong understanding of operational processes and workflow design.
• Exceptional stakeholder management and executive communication skills.
• Proven ability to translate business challenges into scalable solutions.
• Experience driving organizational change and user adoption.