As an Intelligent Solutions Product Strategy Associate within the Chief Administrative Office (CAO), you will define and drive the enterprise-wide strategy and adoption of business transformation technologies within and across the three domains of Intelligent Automation, Business Process & Decision Management, and Workflow Automation. Your work will span evaluating next-generation AI-enabled capabilities including agentic automation, coordinating proof-of-concept initiatives with internal and external technology partners, define the learning and enablement plan to optimize adoption, and developing executive communications that articulate strategic value and present a cohesive firmwide strategy. This role offers exposure to 10+ platforms (vendor and internally developed), collaboration with senior business leaders across all LOBs and Corporate Functions, and the opportunity to influence how the firm deploys AI-driven solutions.

Job Responsibilities

• Develop a deep understanding of business transformation technologies spanning process insights (mining, modeling), intelligent automation (robotics, document processing, data transformation, data visualization / business intelligence), and workflow orchestration, and their applications to financial services operations, controls, and customer experience

• Design and execute strategic initiatives to accelerate adoption of business transformation technologies across multiple business lines, including proof-of-concept evaluations of emerging AI capabilities such as agentic automation and AI-enhanced development tools

• Produce executive-level communications including strategic presentations, product updates, and thought leadership content that articulate business value and drive senior stakeholder engagement

• Coordinate cross-functional alignment with internal technology product teams and external vendors to evaluate platform roadmaps, influence feature prioritization, and integrate new capabilities into the firm’s technology stack

• Lead firmwide learning and enablement programs including executive conferences, practitioner forums, certification pathways, and hands-on training to build organizational capability across business transformation technologies and AI

Required Qualifications, Capabilities, and Skills

• 3+ years of experience with a top-tier management consulting firm (MBB or Big 4), financial services transformation, or technology-enabled change management with demonstrated ability to drive large-scale adoption programs

• Strategic thinking and problem-solving skills with ability to synthesize complex information, identify high-impact opportunities, and design scalable solutions across diverse stakeholder groups

• Exceptional project and program management capabilities including experience coordinating multi-workstream initiatives, managing executive stakeholder relationships, and driving outcomes in matrixed organizations

• Advanced analytical skills to be able to gather, model, and analyze data to test hypotheses, identifying trends and key insights

• Executive-level written and verbal communication skills with proven ability to craft compelling narratives, produce high-quality presentations, and engage C-suite audiences on technology strategy

• Intellectual curiosity and technical acuity with ability to rapidly learn emerging technologies (AI, automation, low-code platforms) and translate technical concepts into business value propositions

• Entrepreneurial mindset with ability to operate in ambiguity, design new frameworks and processes, and drive innovation in a dynamic, fast-paced environment

Preferred Qualifications, Capabilities, and Skills

• Experience with business transformation platforms (e.g., Tableau, Alteryx, UiPath, MSFT PowerPlatform, Pega, Signavio, Databricks, ThoughtSpot) or AI/ML technologies in an enterprise context

• Knowledge of process improvement methodologies (Lean, Six Sigma, business process management) or governance frameworks (risk, controls, compliance)

• Familiarity with AI concepts including generative AI, agentic systems, intelligent document processing, or natural language processing

• financial services background is preferred, but not mandatory

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