Director - Operations AI Strategic Execution & Portfolio Lead

About the role

The Director, Ops AI Strategic Execution & Portfolio Lead plays a pivotal role in scaling Artificial Intelligence as a core capability across Operations and the broader firm. Reporting to the Managing Director of Ops AI, you will lead a portfolio of high-impact initiatives, translating AI strategy into execution and delivering measurable gains in scale, efficiency, risk management, and client experience.

Responsibilities

• Lead the end-to-end execution of the Ops AI portfolio, from prioritization through delivery and enterprise scaling, ensuring AI initiatives translate into measurable business value and sustained impact.
• Partner closely with Operations, Enterprise AI, Data, Technology, and cross-functional leaders, driving disciplined execution, establishing governance and execution frameworks, and embedding value measurement practices that move solutions from pilot to production.
• Align senior stakeholders, navigate complex tradeoffs, and build high-performing teams to deliver integrated, AI-enabled outcomes that advance an AI-driven operating model and long-term competitive advantage.

Requirements

• 10+ years of experience leading large scale transformation portfolios, ideally financial services or consulting
• 1+ years of experience driving AI transformation initiatives in large, complex organizations
• Proven track record delivering measurable business outcomes, at scale, through complex, cross-enterprise initiatives
• Strong portfolio management capabilities, including prioritization, sequencing, and value tracking
• Demonstrated ability to quickly mobilize teams with a bias for action in fast-paced environments
• Strong leadership, partnership, and influencing skills in a highly matrixed environment
• Excellent communication skills, both written and verbal, with the ability to synthesize complex topics for multi-level audiences, from senior executives to daily users
• Demonstrated team leadership capabilities, effectively organizing highly performing, multi-discipline teams to meet changing business challenges

Qualifications

• Master’s degree in Computer Science, Engineering, Business Administration, or related field
• Experience with AI technologies and methodologies
• Understanding of financial services operations and regulatory requirements
• Experience with data analytics and machine learning
• Knowledge of Agile methodologies and project management

Skills

• Strategic thinking and planning
• Project management and portfolio management
• Leadership and team management
• Collaboration and stakeholder engagement
• Communication and presentation skills
• Data analysis and interpretation
• Technical proficiency with relevant software and tools

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance