Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Client Onboarding & Service AI Strategy Executive - Managing Director** Lead AI strategy, transformation, and reporting for client onboarding and service. Manage portfolio operations, prioritize initiatives, and drive impactful AI solutions. Collaborate across functions, mentor teams, and influence senior leaders. Requires 15+ years of experience, strong AI knowledge, and senior stakeholder management skills. Strong Excel, PowerPoint, SharePoint, and data visualization tool proficiency essential. Preferred: MBA, AI/ML delivery experience, and large-scale transformation in financial services.

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

Full Job Description

Location: Chicago, IL, United States

Are you ready to lead transformative AI initiatives that shape the future of client onboarding and service? Join us to drive innovation, scale impactful solutions, and influence the strategic direction of a global financial leader. This is your opportunity to work at the forefront of AI adoption, collaborating with senior leaders and high-performing teams to deliver measurable results. Together, well set new standards for operational excellence and client experience. Make your mark in a role where your leadership and vision will have firmwide impact.

Job Summary

As an AI Strategy Management Executive in the Client Onboarding and Service team, you will lead the end-to-end delivery of AI initiatives that drive operational transformation and enhance 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

15 years of industry experience in program management and change management within a large-scale organization, focusing on transformation initiatives (for Singapore: must have 15 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