Business Transformation Senior Associate

Job Description

Are you an expert collaborator that thrives on your ability to get the job done? Do you have a passion for developing and executing a strategic vision for (AI/ML) to enhance business operations, and create transformative customer experiences?

As a Transformation Associate within the Client Onboarding and Services team, you will help lead innovation through the development of (AI/ML) strategies that delight customers. As a member of the team, you will leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams and create groundbreaking solutions that address client needs. You will have the ability to organize and execute towards future state strategy by gathering and providing data and feedback to internal business partners to ensure tools are developed and implemented.

In this role, you will play a crucial role in the day-to-day activities related to program and product execution management, analysis, and delivery of transformative (AI/ML) initiatives for the Client Onboarding and Service team. This highly visible role includes direct interaction and partnership with project stakeholders and senior leadership. The successful candidate is proactive, detail and results-oriented, and possesses communication skills. Working with Internal partners and our firm’s Senior leaders to drive (AI/ML) product solutions and the transformation agenda for all Middle Office operations across Client Onboarding and Service.

Job Responsibilities

• Drive meaningful process improvements through the integration of AI/ML technologies and product development to enhance efficiency within COS teams.
• Complete day-to-day processes related to delivery of AI/ML transformation initiatives and facilitate senior stakeholder meetings and drive documented decisions across various stakeholder groups
• Research and perform due diligence on emerging technologies, learn new AI/ML product and business knowledge to break down analyses and derive insights to provide key suggestions for stakeholders.
• Assist in developing AI/ML product roadmaps for identified Client Onboarding and Service opportunities, including driving business ideation sessions
• Own the creation of business cases (value proposition and cost benefit analysis) for AI/ML use cases, to support roadmap development and prioritization and support use case analysis and analytics.
• Work with product and tech development partners for all domains using agile methodology, incorporating AI/ML techniques for client journeys and persona planning.
• Build and monitor the roadmap for roll-out and adoption of AI/ML-driven initiatives and capabilities across clients and employees.
• Develop content to periodically update executive management, leadership, and stakeholders across LOBs on the AI/ML roadmap, delivery milestones, and change management.
• Build relationships that promote a client/customer-centered organization, leveraging AI/ML insights to enhance customer experiences.
• Communicate and leverage business knowledge and AI/ML technical expertise to challenge assumptions and operating models.
• Partner and influence shared purposes through trust and teamwork across businesses and functions; drive a robust risk/control environment by promoting strong controls, including AI/ML model governance.
  
  

Required Qualifications, Capabilities And Skills

• Minimum of 5 years in consulting, business transformation, or a related field is required.
• Experience or demonstrated expertise in delivering AI/ML-driven products, projects, or technology applications.
• Familiarity with the product development life cycle, with a focus on integrating AI/ML models and data analytics.
• Experience contributing to change initiatives within organizations and collaborating with stakeholders across multiple functions.
• Experienced in creating business cases, ROI materials, high quality strategy materials
• Eagerness to learn new AI/ML technologies and business knowledge to analyze data and provide insights for stakeholders.
• Experience working with cross-functional teams (e.g., Products, Sales, Tech, Ops) to build relationships and collaborate on AI/ML initiatives.
• Demonstrated ability to work effectively in a team environment, with skills in managing ambiguity and mobilizing internal resources.
  
  

Preferred Qualifications, Capabilities And Skills

• Exposure to the financial industry, with an interest in payments and emerging trends in AI/ML applications within this sector
• Ability to provide quantifiable management reporting
• Experience in Data Science or similar field
• Functional skills in Python, SQL, or other database technologies
• Willingness to travel as needed to participate in key partner discussions
  
  

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
  
  

Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Please note this role is not eligible for employer immigration sponsorship.