About this role
Platform Specialist responsible for governing the delivery of low-code and AI agent solutions, defining enterprise standards, reusable patterns, and governance models, and shaping platform roadmaps and enablement strategies across the firm.
Key Responsibilities
- Define and evolve enterprise standards for low code and AI agent platforms
- Translate governance policies into technical guardrails
- Serve as senior design authority for complex solutions
- Guide intake, discovery, and prioritization
- Influence platform roadmaps and investments
Technical Overview
Owns low-code and AI governance with practical guardrails; acts as design authority for complex solutions; partners with architecture, security, legal, and product teams; experienced with multiple platforms (e.g., Microsoft Power Platform, Salesforce Platform/Agentforce, Copilot).
Ideal Candidate
The ideal candidate is a senior platform governance expert with 6+ years in digital delivery, proficient in low-code platforms and AI governance, capable of defining enterprise standards and shaping platform roadmaps in financial services.
Must-Have Skills
Bachelor's degree in engineeringcomputer scienceanalyticsmathematicsbusinessor a related field6+ years of experience in digital delivery rolesplatform engineeringsolution architecture or automationStrong understanding of platform lifecycle managementoperating modelsand value realization in largeregulated environmentsDemonstrated ability to operate as a senior individual contributor with broad influence - guiding reamsshaping standardsand making high-impact technical and governance decisions with minimal oversightExperience partnering with architecturesecuritylegaland executive stakeholders to balance innovationrisk and strategic outcomesAgile development methodologies
Nice-to-Have Skills
11+ years of experience in digital delivery rolesplatform engineeringsolution architecture or automationAdvanced certifications related to cloud platformslow-code developmentarchitectureor platform governanceExperience shaping or influencing enterprise platform strategyincluding roadmap definitioninvestment prioritizationor adoption planning for low-code and automation capabilitiesExperience with multiple enterprise low-code platforms (e.g.Microsoft Power PlatformSalesforce Platform/Agentforceor comparable tools) including governance considerationsExperience establishing platform enablement models such as standards librariesreusable patternslearning pathsor champion communitiesExposure to platform telemetryadoption metricsor portfolio-level reporting
Required Skills
Bachelor's degree6+ years in digital delivery rolesplatform governancelow-code platformsAI governancesecurity governanceenterprise standardsreference architecturesAgilesolution reviewsportfolio managementplatform roadmapsinvestment decisions
Hard Skills
low code platformsAI agent solutionsenterprise standardsreference architecturesgovernance modelssecurity governancerisk policiescomplianceagile development methodologiessolution design reviewsportfolio managementroadmapsinvestment decisionsanalytics and telemetry
Soft Skills
executive communicationstakeholder managementstrategic thinkingcollaborationproblem solvingleadership without authority
Certifications
Preferred
Advanced certifications related to cloud platformslow-code developmentarchitectureor platform governance
Keywords for Your Resume
platform specialistlow codeai governancegovernanceenterprise standardsreference architecturessecure governancerisk policiesagilesolution design reviewsportfolio managementplatform roadmapsinvestment decisionsprivacy and compliancetelemetryadoption metricschampion programscommunity modelslead enablementplatform governancePower PlatformSalesforce Platform/AgentforceCopilot
Deal Breakers
Bachelor's degree required, 6+ years experience in digital delivery/platform governance, Experience balancing innovation and risk with enterprise stakeholders
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