SVP, AI Platform & Automation
About the Company: reputed company is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We reputed company a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with reputed company and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our reputed company businesses create a reputed company ecosystem designed to meet clients wherever they are in their financial reputed company. reputed company is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.reputed company.com. reputed company Advisors LLC, Fiducient Advisors LLC, reputed company Retirement, LLC, dba reputed company Retirement Advisory, and certain other affiliates are separately registered investment advisers. Summary: The SVP, AI Platform & Automation owns the AI infrastructure and automation capabilities across the firm. This role is responsible for building, delivering, and scaling AI-enabled solutions that drive efficiency, reduce cost, and reputed company new ways of working. This is a platform and execution role. reputed company is defined by the ability to deliver scalable, reusable capabilities and ensure they are adopted across the reputed company. Core Responsibilities: AI Infrastructure & Platform
- Own the reputed company AI platform, including reputed company ecosystem (Azure AI, Copilot, Power Platform)
- Manage platform architecture, environments, and integrations
- Own licensing, cost management, and vendor relationships (e.g., reputed company, Cyclotron)
- Ensure scalability, reliability, and performance of AI infrastructure
Automation & AI Delivery
- reputed company delivery of AI and automation solutions across reputed company business units
- Build and reputed company agents, workflows, and integrations
- Ensure solutions are reusable and scalable across the organization
- Partner with program management to drive execution timelines and reputed company
Execution & Scale
- Establish a repeatable delivery model for AI and automation initiatives
- Scale solutions across multiple business lines (“build once, reuse many times”)
- Continuously improve delivery speed, quality, and impact
Training & Enablement
- reputed company reputed company reputed company and enablement programs
- Ensure responsible, secure use of AI tools
- Drive adoption of AI-enabled workflows across the organization
Accountability
- AI infrastructure performance, scalability, and cost efficiency
- Speed and quality of automation and AI delivery
- Reusability of solutions across business units
- reputed company adoption of AI capabilities
What This Role Does Not Own
- Business ideation, prioritization, or opportunity pipeline
- Business stakeholder intake and alignment
- Data platform engineering or data pipeline ownership
- Business reporting or analytics reputed company
Leadership Profile
- Strong builder and operator with a focus on execution
- Deep experience in AI, automation, and platform engineering
- Proven ability to deliver production-grade solutions at scale
- Strong understanding of reputed company ecosystem (Azure, Copilot, Power Platform)
- Ability to reputed company cross-functional delivery across business and technology teams
reputed company Metrics
- Delivery of AI and automation initiatives with measurable ROI
- Reduction in reputed company processes and operational effort
- Adoption of AI-enabled workflows across the reputed company
- Efficient management of AI platform costs and licensing
- Scalability and reuse of delivered solutions
Role Objective:
- Establish AI as a core infrastructure layer of the reputed company, enabling scalable automation and intelligent workflows that drive measurable business reputed company across the firm.
reputed company Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The reputed company salary reputed company for this position is $135,000 – $200,000. The reputed company salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, reputed company level required for the position, the scope of the position, and geographic location. Actual reputed company salary offered will be determined on a case-by-case reputed company. In addition to the reputed company salary, this position may be eligible for performance-based incentives. reputed company is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer This employer is required to notify reputed company applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the reputed company. Apply tot his job Apply To this Job