Associate Director, AI Process Engineering

Key Responsibilities

• Identify high impact process improvement and AI opportunities through structured analysis, impact sizing, and alignment with business objectives.
• Analyze end-to-end workflows to identify inefficiencies, manual effort, non-value-add activities, and potential technology leverage points for different types of solutions (e.g. AI, automation, etc.)
• Assess AI/technology readiness by evaluating workflows for standardization, input structure, variability, and exception handling to determine suitability for AI, automation, and other digital solutions
• Design tech/AI ready and optimized processes by standardizing workflows, structuring inputs, reducing variability, and embedding modular logic, ensuring seamless technology integration with appropriate human-in-the-loop controls and governance mechanisms
• Define technology support models including tiered support services, escalation paths, SLAs, and support processes to enable prompt user assistance, performance monitoring, change management, and ongoing maintenance
• Prompt engineering to design, refine, and optimize AI prompts that drive accurate, relevant, and high-quality outputs. Build prompt libraries, usage guidelines, and enablement frameworks to support consistency across AI-enabled workflows.
• Facilitate process improvement workshops with business and technology stakeholders to drive alignment, uncover improvement opportunities, and co-design an improved future state
• Train process engineers to identify and assess AI opportunities, assess workflow readiness, embed AI solutions into streamlined processes, and apply prompt engineering best practices
• Lead program operations across the process engineering portfolio by tracking project status, surfacing risks, driving rapid delivery, and providing updates to stakeholders
• Develop playbooks, frameworks, and standards to support technology enabled process transformations, ensuring execution consistency, quality, and scalability across the team
• Champion process excellence best practices to elevate process maturity and performance
• Support process engineering intake by triaging new requests, clarifying scope and success criteria, and engaging appropriate delivery partners
• Identify and implement internal team improvements that enhance quality, streamline execution, and boost operational efficiency across process engineering initiatives
• Independently lead and manage projects from scoping to delivery, ensuring strategic alignment, stakeholder engagement, and timely execution
• Create key artifacts including executive and detailed current state process maps, process analysis summaries, and future-state design flows, ensuring each artifact is tailored to its intended audience and purpose
• Partner with business and technology teams including Customer Success & Innovation (CSI), AI Strategy, AI Delivery, and other technology delivery teams to collaboratively enable business goals

You bring a unique blend of process transformation expertise, AI and automation experience, strategic foresight, and technology enablement. Success in this role requires:

• 6+ years in leading process transformations leveraging Lean Six Sigma methodologies to eliminate waste, reduce variation, standardize processes, and enable technology
• 1-2 years of experience leveraging and embedding AI solutions within workflows with a strong understanding of AI and automation capabilities, limitations, governance considerations, and process integration best practices
• Strong workshop facilitation skills to guide cross-functional teams through complex business challenges, drive consensus, and align outcomes with strategic business goals
• Executive storytelling and visual communication skills to translate complex process insights into clear, compelling narratives, tailored for senior audiences and framed with strategic clarity, visual precision, and outcome driven messaging
• Enablement leadership to train process engineers, design AI process transformation playbooks, frameworks, and prompt libraries that reinforce quality and consistency
• Strong leadership skills to build trust, influence outcomes, and drive meaningful change
• Lean Six Sigma Green/Black Belt certification is required
• Change management and project management experience required
• Capital Markets process knowledge is considered an asset