AI Innovation Specialist

Diversify•South Jordan, UT

20h

About The Position

The AI Innovation Specialist is a strategic, hands-on leader who identifies, prioritizes, and delivers AI solutions to improve productivity and decision-making across Diversify. The role combines product ownership and practical AI execution, partnering with departments and leaders to turn business needs into working solutions. It also includes continuously learning about new AI capabilities and their effects on wealth management, then applying that knowledge to develop better solutions for the firm, its advisors, and its clients. The specialist owns the AI roadmap and advisor-facing AI platform, builds and deploys AI-powered tools and workflow improvements, and supports the firm's cloud environment and integrations. The role also measures outcomes, drives adoption, trains advisors and staff, and partners with compliance on platform governance and supervisable advisor use.

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 related to this position.
A proven track record of identifying AI opportunities and delivering measurable process improvements.
Strong 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.
Clear communication skills, including the ability to align diverse stakeholders and explain technical concepts to non-technical audiences.
Experience driving adoption of new tools among end users, with a focus on consistency and measurable usage.
A proactive, product-oriented, solution-focused, flexible, and user-centric approach.
A consistent habit of learning and staying current with AI developments.

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.
Working knowledge of data architecture, data lakes, data management, Postgres, and graph databases, including how agent-built software relies on them.
Experience working in a highly regulated industry.

Responsibilities

Own the AI roadmap, identify high-impact opportunities across departments, and prioritize them based on value, feasibility, and ROI.
Track AI developments relevant to wealth management, including new models and capabilities, peer and vendor applications, and regulatory guidance; evaluate options and 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 outcomes, and provide leadership with clear, proactive updates.