AI Innovation Specialist

Diversify•South Jordan, UT

17h

About The Position

The AI Innovation Specialist is a strategic, hands-on leader responsible for identifying, prioritizing, and delivering AI solutions that improve productivity and decision-making across Diversify. The role combines product ownership with practical AI implementation, working with organizational leaders and departments to turn business needs into deployed solutions. It also requires continuously learning about new AI capabilities and their implications for wealth management, then applying that knowledge to improve solutions for the firm, its advisors, and clients. The position owns the AI roadmap and advisor-facing AI platform, builds AI-powered tools and workflow improvements, and supports the cloud environment, integrations, access management, and basic security needs. The specialist measures outcomes, communicates progress to leadership, and trains advisors and staff on AI best practices. Diversify is an advisor-founded, advisor-led wealth management firm that pairs institutional resources with a boutique, personalized experience.

Requirements

At least 3 years of experience in AI implementation, product management, digital transformation, automation, or a related role, including at least the last 2 years focused on AI work directly related to this position.
Proven track record of identifying AI opportunities and delivering measurable process improvements.
Clear communication skills, with the ability to align diverse stakeholders and explain technical concepts to non-technical audiences.
Experience driving adoption of new tools among end users, with an emphasis on consistency and measurable usage.
Deep practical knowledge of LLMs, prompt engineering, automation tools, and integrating AI into workflows.
Strong Python and JavaScript/TypeScript skills.
Hands-on experience prototyping and implementing AI solutions, with comfort across low-code platforms, APIs, and cloud integrations.
Working knowledge of data architecture, data lakes, data management, Postgres, and graph databases, including how agent-built software relies on them.

Nice To Haves

Familiarity with the wealth management technology landscape, or the curiosity to learn it quickly.
Coding or scripting experience.
Exposure to RAG, workflow automation platforms, or predictive modeling.
Experience working in a highly regulated industry.

Responsibilities

Own the AI roadmap by identifying high-impact opportunities across departments and prioritizing them based on value, feasibility, and ROI.
Track AI advancements relevant to wealth management, including models and capabilities, use by peer firms, custodians, and vendors, and evolving regulatory guidance.
Evaluate potential AI applications for the firm's workflows and platforms; recommend what to adopt, build, or avoid.
Share regular briefings with leadership, advisors, and staff about AI developments and recommended actions.
Build and deploy AI-powered tools, copilots, agents, automations, and knowledge assistants using LLMs, integrations, and low-code platforms.
Identify inefficiencies and redesign workflows to embed AI in daily operations and measurably improve productivity.
Support and evolve the cloud environment, integrations, access management, and basic security needs.
Own the advisor-facing AI platform, including prompt library creation and governance, usage and adoption measurement, and oversight in partnership with compliance.
Train advisors and staff on AI best practices.
Define success metrics, report on outcomes, and provide leadership with clear, proactive updates.