Bulge Bracket Investment Banks

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**Client Onboarding & Service AI Strategy Director (Chicago, IL)** Lead AI initiatives for client onboarding and service, driving operational transformation and excellence. Direct a high-performing team to define, deliver, and scale AI use cases, working closely with stakeholders to align priorities, track performance, and achieve business objectives. Integrate AI strategies with cross-functional teams, deploying solutions that enhance client experiences and impact business outcomes. Leverage strong leadership, strategic thinking, and analytical skills to drive continuous improvement and innovation. Diverse experience in program management, change management, and AI is required.

Compensation: Not specified USD
City: Chicago
Country: United States

Full Job Description

Location: Chicago, IL, United States

Step into a pivotal leadership role where youll drive the future of AI-powered transformation in client onboarding and service. Join us to shape and scale innovative solutions, collaborate with senior leaders, and deliver measurable impact across a global organization. This is your opportunity to lead a high-performing team, influence strategic priorities, and set new standards for operational excellence. Together, well unlock the full potential of AI to enhance client experiences and business outcomes. Make your mark in a role where your vision and expertise will help define the next chapter of our success.

Job Summary

As an AI Strategy Director in the Client Onboarding and Service team, you will lead the end-to-end delivery of AI initiatives that drive operational transformation and elevate client experiences. You will partner with cross-functional teams to prioritize, implement, and scale AI solutions, ensuring alignment with business goals and measurable outcomes. We value collaboration, transparency, and a culture of continuous improvementyour leadership will help us achieve our ambitious goals and set new benchmarks for success.

Job Responsibilities:

Lead the intake, evaluation, prioritization, and scaling of AI use cases across client onboarding and service functions

Manage the AI portfolio operating model, including documentation, implementation, change management, and ongoing planning

Define and track key performance indicators (KPIs) and objectives and key results (OKRs) for program performance and outcomes

Produce and deliver executive-ready reporting on portfolio performance, outcomes, and key accomplishments

Build, lead, and mentor a high-performing team of program managers, ensuring the team has the skills, tools, and capacity to meet objectives

Drive a culture of continuous improvement through best practice sharing and lessons learned

Partner with cross-functional teams to align priorities, manage dependencies, and communicate risks and issues to leadership

Advise and influence senior leaders on portfolio priorities, capability investments, and major change initiatives

Build trusted relationships with key stakeholders to drive alignment, decision-making, and adoption of AI solutions

Remove blockers, manage escalations, and ensure timely delivery of program objectives

Ensure responsible and efficient deployment of AI solutions with measurable impact across the client support organization

Required Qualifications, Capabilities, and Skills:

Bachelors degree required

10 years of industry experience in program management and change management within a large-scale organization, focusing on transformation initiatives (for Singapore: must have 10 years experience)

Strong understanding of AI and machine learning algorithms, frameworks, and applications

High proficiency with Microsoft PowerPoint for executive-level documents and Excel for program analytics

Experience with Microsoft SharePoint and data visualization tools such as Alteryx or Tableau

Strategic thinking and problem-solving abilities, with proven experience applying analytical tools to develop solutions

Ability to work independently, manage multiple priorities, and deliver results in a fast-paced environment

Strong organizational and project management skills with attention to detail

Excellent interpersonal skills and ability to build effective partnerships with all levels of management across diverse functions and locations

Strong leadership and team-building skills

Excellent oral and written executive-level communication and presentation skills

Preferred Qualifications, Capabilities, and Skills:

Masters degree in business administration (MBA)

Prior experience in AI/ML technology delivery

Experience leading large-scale transformation initiatives in financial services or related industries

Demonstrated ability to influence senior stakeholders and drive major change initiatives

Experience in building and mentoring high-performing teams

Familiarity with governance, design standards, and performance measurement for AI programs

Professional qualifications from reputable training institutes or professional bodies (for Hong Kong: due recognition should be given)

Officer Title and Job Grade will be determined at time of offer and may differ from this posting.

Lead and scale AI initiatives for client onboarding and service, driving transformation and executive reporting across the firm.

Full Job Description