About this role
AI Enablement Associate in Wealth Management Platforms focused on deploying AI tools, AI Agents, and adoption programs to improve workflows for Financial Advisors and teams.
Key Responsibilities
- Support rollout and scaling of approved AI tools and AI Agents; deliver hands-on engagement, training, and documentation; coordinate adoption initiatives; track adoption metrics; collaborate with product, engineering, and risk/compliance
Technical Overview
Role centers on AI enablement, generative AI, AI agents, adoption materials, and cross-functional collaboration with product/engineering teams; heavy emphasis on training, documentation, and adoption metrics.
Ideal Candidate
The ideal candidate is a mid-level AI/automation professional with 2-5+ years in financial services, strong interest in AI and workflow improvement, and proven ability to translate complex AI concepts to non-technical stakeholders.
Must-Have Skills
2-5+ years of experience in financial servicesconsultingoperationstechnologyproductor change management rolesBachelor's degreeStrong interest in AIautomationand workflow improvement in a regulated environmentAbility to translate complex technical solutions to a non-technical audienceStrong analyticalwrittenand verbal communication skillsExecution and followthroughCuriosity and learning mindset around AI and emerging technologiesStructured problem solvingStakeholder coordination and teamworkAdaptability in ambiguousfast-moving environments
Nice-to-Have Skills
Exposure to Wealth ManagementExperience with AI enablementChange management experienceTraining and adoption materials creationCross-functional collaboration
Tools & Platforms
JiraHP ALMVisioITSMOffice 365
Required Skills
2-5+ years in finance/tech/change roles; Bachelor's degree; interest in AI and workflow automation; ability to translate technical solutions; strong communication; stakeholder coordination
Hard Skills
Generative AIAI Agentsprompt librariesadoption assetshowto guidesusecase catalogstraining materialsoffice hourstraining sessionscrossfunctionalriskcompliance
Soft Skills
analyticalwritten and verbal communicationstakeholder coordinationstructured problem solvinglearning mindsetadaptability
Keywords for Your Resume
AI Enablement AssociateWealth ManagementGenAIGenerative AIAI AgentsFinancial Advisorsworkflowadoption assetsprompt librarieshowto guidesusecase catalogstraining materialsoffice hourstraining sessionscrossfunctionalriskcomplianceregulated environmentBachelor's degreefinancial servicesstakeholder coordinationtravel up to 80%
Deal Breakers
Lack of experience in financial services, No Bachelor's degree, Inability to translate technical concepts to non-technical audiences
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