Principal AI Solutions - Financial

AI opportunity identification and transformation road map. Deep understand of financial services experience identifying technology opportunities inside a business proactively finding where AI creates value not just responding to requests model risk governance AI enablement and change lead analytics and bi tools power BI tableau Jira notion

• Embed with assigned business functions to develop a grounded understanding of how workflows, where decisions are made, and where AI can create the most meaningful change in how the organization operates.
• Identify AI opportunities that redesign how work gets done rather than layer automation on top of existing processes; distinguish between use cases that deliver incremental improvement and those that change the operating model.
• Build and maintain the AI transformation roadmap for assigned functions: sequencing initiatives by impact, feasibility, and readiness, from immediate quick wins through to longer-term AI-native transformation.
• Partner with functional leaders to build a shared, realistic view of what AI-native operations look like in their area and what it takes to get there.
• Support business units pursuing contained, non-critical AI development or POCs where the CTO team has assessed the initiative as outside the centralized pipeline; provide technical guidance, scoping, and governance guardrails so work proceeds within ORM's approved framework.
• Support organizational AI capability development across functions: help teams understand what AI tools can do in their specific context and how to use them well.
• Define clear boundaries for each citizen-led initiative: what can proceed with guided self-service, what needs central engineering involvement, and what requires full Working Group oversight.

• Deep understanding of financial services or capital markets operations; experience in post-trade, clearing, custody, or comparable financial market infrastructure strongly preferred.

• AI architecture assessment: retrieval-augmented generation, agent frameworks, and large language model evaluation
• Requirements specification for AI systems and use case feasibility analysis
• Vendor and tool evaluation methodology for AI platforms in regulated environments
• Data analysis and familiarity with data pipeline concepts relevant to AI use cases
• Process analysis and workflow mapping to support use case scoping and AI readiness work
• Analytics and BI tools (e.g., Power BI, Tableau) and collaboration platforms (e.g., Jira, Notion)

• 7 or more years of experience in financial services technology or strategy, with at least five years in post-trade or capital markets infrastructure
• Domain knowledge in at least one of the following: tokenization and digital asset infrastructure, collateral management and margining, or extended-hours clearing and settlement operations