Head of AI, Asset Management

Reporting line:
Reports to COO, Asset Management & IWPB CAIO.

The Head of AI is the senior AM executive accountable for orchestrating and accelerating the adoption of AI across Asset Management to deliver measurable business value (investment enablement, client outcomes, productivity, and control uplift), while ensuring AI activities remain aligned with HSBC Group / IWPB AI standards, platforms and responsible AI governance across AM’s markets, legal entities and fund structures.

This role is explicitly not intended to centralise all AI decision-making in AM. It exists to enable business ownership, connect domain initiatives to enterprise capabilities, scale transversal programmes, and ensure transparency of outcomes, controls and benefit realisation.

• Business-owned outcomes:
  Investments / Alternatives / Product / Functions retain accountability for domain outcomes and process decisions.
• Transversal acceleration:
  The Head of AI leads/co-ordinates enterprise capabilities that benefit multiple AM areas.
• No additional line of defence:
  The role supports 1
  
  LoD ownership and implementation; 2
  
  LoD/3
  
  LoD independence remains unchanged.
• Two-way Group partnership: AM adopts Group solutions where fit, and contributes reusable AM innovations back into the enterprise.

• Translate AM strategic priorities into an AM AI agenda and roadmap for OpCo visibility, balancing:
• Investment enablement (research insight, decision support, investment process augmentation within governance),
• Client and distribution enablement (regulated content enablement within controls),
• Operations and productivity (workflow automation, copilots, knowledge management),
• Control uplift (monitoring/surveillance augmentation, testing and evaluation enablement).
• Provide the AM OpCo with options, trade-offs, and evidence to support decisions on priorities, sequencing, and investment; the OpCo retains decision rights on funding and strategic choices.

• Establish an operating rhythm with Investments and Alternatives to identify high-value opportunities, ensure safe experimentation-to-scale pathways, and remove blockers (data, evaluation, vendor/platform fit).
• Explicitly preserve that domain-specific investment decisions remain with accountable Investment leaders; the Head of AI acts as an accelerator and connector.

• Lead/co-ordinate transversal initiatives across AM, e.g.:
• common AI components and reusable services,
• productivity tool adoption and training aligned to Group programmes,
• shared evaluation/monitoring patterns (incl. human-in-the-loop),
• AI literacy and change enablement,
• cross-AM scaling playbooks and ways of working.
• Partner with Value Stream owners, Technology, Data and Operations to embed solutions into BAU with clear day-2 ownership.
• Coordinate internal AM-wide communication on AI to ensure consistent messaging and coherence across function-specific channels (e.g., Investments and Alternatives newsletters), in partnership with Communications and the AM COO.

• Ensure AM AI initiatives operate in line with Group Responsible AI, model governance, safety, evaluation, monitoring and tooling standards.
• Support first-line owners to implement controls and evidence; accountability remains with the relevant business/function/legal entity.
• Maintain effective engagement with Risk, Compliance, Legal and Internal Audit for audit readiness without creating an intermediate oversight layer.

• Drive adoption of Group/IWPB AI platforms and approved patterns where fit-for-purpose for AM.
• Represent AM requirements in platform…