Client Onboarding & Service AI Strategy VP

Are you ready to lead transformative AI initiatives that shape the future of client onboarding and service? Join us to drive innovation, scale impactful solutions, and influence the strategic direction of a global financial leader.

This is your opportunity to work at the forefront of AI adoption, collaborating with senior leaders and high-performing teams to deliver measurable results.

Together, we'll set new standards for operational excellence and client experience.

Make your mark in a role where your leadership and vision will have firmwide impact.

Job Summary

As an AI Strategy VP in the Client Onboarding and Service team, you will drive the end-to-end delivery of AI-enabled solutions that transform client onboarding, servicing, and contact center operations.

You will partner with cross-functional teams to prioritize, implement, and scale AI solutions, ensuring alignment with business goals and measurable outcomes.

We value collaboration, transparency, and a culture of continuous improvement-your leadership will help us achieve our ambitious goals and set new benchmarks for success.

Job Responsibilities


* Lead the intake, evaluation, prioritization, and scaling of AI use cases across client onboarding, servicing, and contact center functions


* Manage the AI portfolio operating model, including documentation, implementation, change management, and ongoing planning


* Define and track key performance indicators (KPIs) and objectives and key results (OKRs) for program performance and outcomes


* Produce and deliver executive-ready reporting on portfolio performance, outcomes, and key accomplishments


* Build, lead, and mentor a high-performing team of program managers, ensuring the team has the skills, tools, and capacity to meet objectives


* Drive a culture of continuous improvement through best practice sharing and lessons learned


* Partner with cross-functional teams to align priorities, manage dependencies, and communicate risks and issues to leadership


* Advise and influence senior leaders on portfolio priorities, capability investments, and major change initiatives


* Build trusted relationships with key stakeholders to drive alignment, decision-making, and adoption of AI solutions


* Remove blockers, manage escalations, and ensure timely delivery of program objectives


* Design structured prompt patterns and interaction flows for agent assist, case triage, classification, summarization, and document processing


* Specify retrieval and grounding approaches, define expected AI behaviors, and establish escalation criteria


* Write user stories that define inputs, outputs, edge cases, and acceptance criteria grounded in operational reality


* Create evaluation rubrics covering quality, factuality, helpfulness, safety, tone, and compliance


* Build and maintain curated test sets with clear error taxonomies and severity definitions


* Define offline evaluation standards a...