Equities Strategic Initiatives & AI Transformation

Location: New York

## Equities Strategic Initiatives & AI Transformation Apply locations:
New York, NY (1271 AOA/6th Ave) time type:
Full time posted on:
Posted Todayjob requisition :
R7176

The Equities business is seeking a well-qualified candidate to support strategic project delivery and AI-enabled business transformation initiatives across the franchise. The role will be responsible for driving the execution of key business priorities, coordinating complex cross-functional initiatives, and identifying opportunities to leverage AI and automation to improve productivity, scalability, and operational efficiency.

This individual will serve as a central point of coordination across Front Office, Risk, Operations, Finance, Compliance, Technology, and external stakeholders, while also helping to establish and advance the Equities AI and automation agenda.
** Key Responsibilities
**** Strategic Project Delivery
*** Drive execution of strategic Equities initiatives across Financing, Derivatives, and broader Equities businesses.
* Develop and manage project plans, milestones, dependencies, risks, and stakeholder communications.
* Establish and oversee project governance, status reporting, action tracking, and escalation processes.
* Proactively drive project execution, resolve issues, and manage risks to ensure initiatives are delivered on time.
* Partner with senior business stakeholders to translate strategic objectives into executable work streams
** AI & Business Transformation
*** Identify and drive opportunities to leverage AI, automation, and workflow optimization across the Equities franchise.
* Partner with business and technology teams to develop and implement AI-enabled solutions.
* Evaluate and prioritize AI use cases based on business impact and return on investment.
* Support adoption of AI tools that improve front-office productivity, client servicing, workflow efficiency, and operating leverage.
* Establish a pipeline of automation and transformation initiatives aligned to Equities strategic objectives.
** Stakeholder Management
*** Coordinate initiatives across:  + Front Office  + Operations  + Risk  + Finance  + Compliance  + Technology  + Control Functions
* Drive accountability and timely resolution of project issues and dependencies.
* Prepare materials and updates for senior management and governance forums.
** Qualifications
* *** Required
* ** 5–10+ years of experience in project management, business transformation, consulting, strategy, or COO functions.
* Experience working within Capital Markets, Equities, Sales & Trading, Investment Banking, or Financial Services.
* Demonstrated ability to manage multiple concurrent strategic initiatives in a dynamic and fast-paced environment
* Strong stakeholder management, communication, and negotiation skills
* Ability to operate independently, navigate ambiguity, and drive results
* This position requires a minimum of four (4) days per week in the office
** Preferred
* ** Experience with AI, automation, workflow digitization, or business transformation initiatives.
* Familiarity with Generative AI tools and enterprise AI adoption.
* Experience improving operational processes and driving organizational efficiency.
* Knowledge of Equities, Prime Brokerage, Financing, Derivatives, or Trading businesses.
* Experience working across both business and technology organizations.
* The expected base salary ranges from $150,000- $200,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.*#LI-Onsite
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