AVP, Automation & Process Enablement

About the Company

Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform.

Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world.

As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long‑term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.

We are seeking a skilled and forward‑thinking AVP, Intelligent Automation & Process Enablement professional to join our Strategic Change Delivery team, with a primary focus on intelligent automation and AI‑enabled process delivery. In this role, you will serve as the team’s first‑line expert in designing, testing, and embedding AI‑assisted workflows across Finance, Tax, Treasury, and Risk. You will work closely with the Head of Strategic Change Delivery, Finance Technology leadership, and the Automation Centre of Excellence (COE) to transition early‑stage automation concepts into robust, well‑governed solutions.

• Design and lead the design and documentation of AI‑assisted workflows, incorporating tools such as Microsoft Copilot, Claude, and other LLM‑based platforms.
• Develop, test, and iterate on prompts and agent logic to support process automation, ensuring outputs meet quality and accuracy standards.
• Create and maintain comprehensive automation documentation, including workflow logic, approval paths, and guardrail frameworks.
• Act as the first line of validation for AI‑generated output before handing off to the Accounting & Controls BA or stakeholders.
• Lead end‑to‑end process mapping initiatives across Finance, Tax, Treasury and Risk, applying an automation‑first mindset to identify opportunities for efficiency and redesign.
• Translate complex processes into clear functional requirements, user stories, and workflow specifications suitable for both technology teams and business stakeholders.
• Collaborate with cross‑functional teams to implement redesigned processes aligned with organizational goals and transformation objectives.
• Partner with Technology and COE to transition automation prototypes into governed, production‑ready solutions.
• Provide hands‑on support in configuring, testing, and troubleshooting automation tools and AI‑assisted applications.
• Serve as the point of contact for Technology, COE, and cross‑functional stakeholders.
• Establish and maintain strong working relationships with various departments and the Head of Strategic Change Delivery.
• Communicate effectively at all levels, translating technical automation concepts into accessible language for non‑technical audiences.
• Collaborate with cross‑functional teams to ensure alignment of automation initiatives with broader transformation goals.
• Proven ability to thrive in fast‑moving environments while co‑developing new workflows in areas with limited established precedent.
• Work in close partnership with the Accounting & Controls BA to ensure AI‑enabled and automated workflows are designed with appropriate accounting treatment, control frameworks, auditability, and financial integrity embedded from the outset.
• Develop and maintain clear documentation of AI workflows, automation logic, and guardrail frameworks to support governance and audit requirements.
• Assis…