DIRECTOR, HEAD OF AI ENGINEERING & AUTOMATION

Cresset Capital•Chicago, IL
•$175,000 - $200,000•Onsite

About The Position

Cresset is seeking an execution-oriented Head of AI Engineering & Automation to lead the delivery, integration, and scaling of AI-powered solutions across the firm. The role operationalizes the firm’s AI strategy by turning prioritized initiatives into production-grade workflows, systems, and tools that are embedded in everyday work. Reporting to the Chief Technology Officer and partnering closely with the Head of AI Strategy, this leader ensures AI initiatives are implemented, adopted, and optimized to deliver measurable business impact. The role works with Technology, Data, and business teams across Advisory, Investments, Client Service, Operations, and Marketing to design, build, and scale AI-enabled capabilities that improve efficiency, client experience, and firm-wide productivity. It owns implementation from requirements gathering through deployment and ongoing optimization, including process redesign, enterprise integration, vendor implementation, user enablement, program delivery, and performance measurement. The position is based at Cresset’s Chicago office. Cresset describes itself as an independent, award-winning multi-family office and private investment firm focused on personalized, entrepreneurial, client-first service and long-term relationships.

Requirements

  • 10+ years of experience in technology delivery, digital transformation, automation, or enterprise systems implementation.
  • Proven track record of delivering and scaling workflow, automation, or AI-driven solutions in complex organizations.
  • Strong hands-on experience with system integrations, APIs, workflow automation tools, and enterprise platforms.
  • Familiarity with AI tools and capabilities, including large language models, copilots, and intelligent automation.
  • Experience managing vendors, implementation partners, and cross-functional delivery teams.
  • Strong program and project management skills, with the ability to execute across multiple concurrent initiatives.
  • Ability to translate business requirements into technical solutions and deliver measurable outcomes.

Nice To Haves

  • Experience in financial services, wealth management, or a regulated industry.
  • Familiarity with enterprise platforms such as Salesforce, Snowflake, and Box, and with workflow automation tools.
  • Experience with low-code/no-code platforms, RPA, or AI-enabled productivity tools.
  • Background in process engineering, systems architecture, or enterprise integration.

Responsibilities

  • Own end-to-end delivery of AI initiatives, from requirements gathering through deployment, scaling, and ongoing optimization.
  • Translate prioritized use cases and strategic objectives into implementation plans, technical designs, and deliverables.
  • Ensure AI solutions are production-ready, reliable, and aligned with enterprise architecture standards.
  • Analyze and redesign business processes to incorporate AI, automation, and intelligent workflows.
  • Identify opportunities to reduce manual effort, increase speed, and improve accuracy across core functions.
  • Build scalable frameworks and reusable components to accelerate automation across the organization.
  • Partner with Technology and Data teams to integrate AI capabilities into enterprise systems.
  • Oversee APIs, data pipelines, and system integrations supporting AI-enabled workflows, ensuring interoperability across internally built systems and third-party platforms.
  • Partner with the Head of AI Strategy on vendor selection and lead implementation, configuration, and ongoing management of AI tools and platforms.
  • Manage external vendor and development-partner relationships, monitor vendor performance, and optimize platform utilization.
  • Drive adoption of AI tools and workflows through training, onboarding, and embedded support.
  • Ensure solutions are intuitive, accessible, and aligned with user needs; partner with business leaders to embed AI in team workflows and performance expectations.
  • Own and maintain a prioritized execution roadmap aligned with the firm’s AI strategy.
  • Establish delivery standards, timelines, and governance for AI and automation initiatives.
  • Track and report adoption, performance, and ROI of deployed solutions, continuously improving outcomes.
  • Stay current on emerging AI tools, automation platforms, and best practices; test, iterate, and scale new capabilities.
  • Support integration of new capabilities into existing systems, including capabilities related to M&A activities.
  • Provide the Head of AI Strategy with feedback on feasibility, performance, and adoption to help refine the firm’s AI strategy.

Benefits

  • Competitive compensation package including an annual incentive.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) retirement plan.
  • Health savings accounts.
  • Short- and long-term disability insurance.
  • Voluntary critical and accident insurance.
  • Pre-tax parking and transportation programs.
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