Head of AI & Digital Transformation

Essential Role Activities

• Strategic Develop and maintain Chartwell’s enterprise AI and digital strategy, aligned with the firm’s growth objectives, service offerings, and client expectations.
• Translate firm and practice-level priorities into clear, sequenced digital and AI initiatives with defined ROI, adoption metrics, and governance standards.
• Serve as the internal product owner for AI, data, and digital initiatives—balancing innovation with independence, compliance, and explainability.
• Establish firmwide standards for data management, model governance, documentation, and quality control, particularly for valuation and fairness-related analyses.
• Advise leadership on how AI and advanced analytics can enhance existing offerings and enable new services across advisory, valuation, M&A, and capital raising.
• Partner with the growth and marketing functions to optimize workflows and automations associated with client acquisition, CRM enablement, and marketing automation.
• Map and redesign core workflows across valuation, financial modeling, compensation analysis, diligence, reporting, and client deliverables to identify high-impact AI and automation use cases.
• Partner with practice leaders to deploy AI-enabled tools for data ingestion, modeling support, scenario analysis, document review, benchmarking, and reporting.
• Lead selection and implementation of technology vendors and platforms in partnership with IT, compliance, and risk management resources.
• Build and maintain a centralized repository of AI-enabled tools, templates, datasets, and best practices accessible to advisory teams.
• Support change management, training, and adoption to raise firmwide AI literacy while maintaining professional judgment and accountability.

Basic Qualifications

• 10–15+ years of experience in digital transformation, product strategy, analytics, or technology enablement within financial services, professional services, consulting, or a data-driven advisory environment.
• Demonstrated experience deploying AI, advanced analytics, or automation into client-facing, analytically rigorous workflows.
• Ability to translate complex technical concepts into clear business value for senior advisors and clients.
• Understanding of financial modeling, valuation, transaction advisory, or capital markets processes preferred, but not required.
• Excellent verbal and written communication skills, including the ability to communicate effectively with clients and develop compelling business presentations in PowerPoint.
• Acute attention to detail and dedication to providing high-quality work products.
• Highly motivated with the ability to learn and solve problems in a fast-paced environment.
• Strong work ethic, organizational skills, and ability to multitask.