Regional Artificial Intelligence Specialist, Vice President

Key Responsibilities Regional Relationship Management

• Serve as a regional point of contact for strategic initiative engagement and adoption across Wealth Management.
• Partner with Regional, Market, and Branch Leadership to understand local business priorities, readiness, field needs, and adoption barriers.
• Build trusted relationships with Financial Advisors, Support Professionals, Field Leadership, Home Office partners, product teams, and subject matter experts.
• Translate firmwide AI and business development priorities into region-specific engagement plans aligned to local operating rhythms.
• Gather field feedback, identify recurring themes, and elevate issues, questions, or product gaps to the appropriate partners.

• Lead practical education sessions, workshops, office hours, 1:1 coaching, and training sessions for Financial Advisors, Support Professionals, and Field Leadership.
• Support broader initiative adoption across AI, Digital Assets, E
  * TRADE, product rollouts, field communications, tools e.g., Salesforce and learning/module plans, with a focus on how these capabilities can support targeted business campaigns and growth-oriented field execution.
• Help field teams apply AI and related capabilities directly to day-to-day workflows, including client outreach, prospecting, segmentation, campaign follow-up, and business development routines.
• Identify and support business development opportunities tied to AI-related initiatives, helping teams turn new capabilities into practical outreach, prospecting, and client engagement actions.
• Develop targeted adoption strategies by audience segment, including awareness, activation, reinforcement, manager coaching, peer advocacy, and sustainment tactics.
• Coordinate with Home Office partners, product teams, technology teams, specialist pods, communications teams, and risk/control partners to support effective field execution.

• Strong Wealth Management knowledge and ability to build trusted relationships across Financial Advisors, Support Professionals, Field Leadership, and Home Office partners.
• Experience in field education, adoption, training, enablement, change management, product rollout, or a related field-facing role.
• Ability to translate strategic priorities, emerging capabilities, and complex topics into practical field execution.
• Strong communication, facilitation, and presentation skills.
• Highly organized, with strong follow-up discipline and ability to manage multiple priorities across markets or regions.
• Comfort with ambiguity, quick learning, and adapting approach by audience.
• Strong judgment, professionalism, and ability to operate in a regulated environment.
• 7+ years of relevant experience in Wealth Management, financial services, field education, adoption, enablement, product rollout, change management, or a related field-facing role; VP-level experience or equivalent leadership exposure preferred.
• Bachelor’s degree required, preferably in business, communications, finance, education, technology, organizational development, or a related field.

• Experience in Wealth Management, financial services, field management, operations, product enablement, or advisor/team support.
• Working knowledge of AI concepts and practical business use cases, including productivity tools, workflow support, prompt design, or AI-enabled adoption.
• Experience partnering with product, technology, communications, learning, risk, legal, or compliance stakeholders.
• Series 7 or other relevant licenses/certifications a plus.

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