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Objective
Identify and validate high-value AI opportunities, rapidly prototype solutions, and ensure implementations deliver measurable business outcomes and tangible ROI.
* Revenue / cost impact of implemented AI solutions
* Stakeholders' satisfaction with business case clarity and realization
Areas of Responsibility
* Lead Discovery Process and Validate AI Opportunities
* Facilitate stakeholder workshops to identify and prioritize high-impact AI use cases
* Develop business cases with clear ROI models and success metrics
* Build consensus among stakeholders on solution direction
* Map and Redesign Business Processes
* Document current workflows and pain points
* Design workflows with appropriate boundaries and controls for financial environments and Agentic AI systems
* Quantify expected business improvements
* Define AI Solution Requirements
* Translate business needs into clear technical requirements
* Create user stories and acceptance criteria
* Establish validation approaches for measuring success
* Create Solution Prototypes
* Build functional demonstrations using no-code / low-code tools
* Gather user feedback to refine concepts
* Develop prompt templates for financial use cases
* Implement AI Governance and Compliance
* Develop testing methodologies for AI systems in regulated environments
* Ensure alignment with financial regulations (e.g US SR 11-7, EU AI Act)
* Leverage Financial Services Industry (FSI) Ontologies
* Apply industry-standard financial ontologies (e.g. FIBO) to structure and ground data
* Design knowledge graph integrations to improve AI accuracy and compliance
* Validate ontology completeness and accuracy for financial applications
* Ensure Ongoing Business Alignment
* Manage stakeholder expectations throughout delivery
* Lead business review sessions
* Mitigate risks to value realization
* Stay Current on AI Capabilities
* Actively test and experiment with emerging AI technologies firsthand
* Evaluate new tools and platforms for business value
* Share relevant insights with stakeholders
Skills
* Stakeholder management and workshop facilitation
* Business process analysis, requirements gathering, and documentation
* Project scoping, ROI modeling, and business case development
* LLM frameworks and prompt engineering for financial applications
* Hands-on AI tool experience, including no-code / low-code platforms
* Financial ontologies and graph databases (Neo4j, RDF / OWL)
* AI governance, testing, and validation in regulated environments
* Strategic business thinker who can identify valuable AI application opportunities
* Detail-oriented process analyst who can map complex workflows
* Technically curious with practical, hands-on AI knowledge
* Exceptional communicator who can translate between technical and business stakeholders
* Creative problem-solver able to rapidly prototype solutions
* Client-focused consultant who builds trust and drives business outcomes
Experience
* 3-5+ years experience in business analysis, process improvement, or consulting
* Practical implementation experience with LLMs and generative AI
* Hands-on experience with one or more no-code / low-code platforms
* Hands-on experience with orchestration frameworks (LangChain, AutoGen) or knowledge graphs
* Demonstrated success in requirements gathering and stakeholder management
* Demonstrated success moving AI projects from proof-of-concept to production in regulated environments
* Experience with digital transformation or technology implementation projects
* Background in financial services with understanding of regulatory requirement
Terms & conditions
Full remote
Capacity : full-time
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Research, Analyst, and Information Technology
IT Services and IT Consulting
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