Director of Enterprise Automation, AI & Analytics

Middlesex Savings Bank•Westborough, MA

About The Position

The Director of Enterprise Automation, AI & Analytics leads enterprise transformation initiatives across business process management, automation, applications, data, and analytics. The role develops strategy, objectives, and multi-year roadmaps aligned with the Bank’s strategic objectives and technology direction, with a focus on operational efficiency, customer experience, informed decision-making, innovation, and regulatory compliance. The Director leads the Business Process Management, Business Automation Development, and Enterprise Data and Analytics functions through three subordinate managers, and maintains a prioritized portfolio of initiatives based on strategic alignment, business value, operational impact, and risk. The Director provides strategic and operational oversight for process redesign, robotic process automation, workflows, AI and Generative AI, business intelligence, analytics, data management and governance, document governance, and collaboration platforms. The role promotes responsible AI adoption in partnership with Risk Management, Compliance, Information Security, Legal, Internal Audit, and other stakeholders, and ensures that data supporting automation, analytics, and AI solutions is appropriately managed and fit for purpose. The Director also leads delivery of data and analytics capabilities, including data strategy and architecture, data warehousing, data preparation, reporting, exploration, business intelligence, and information delivery. The position works with business leadership, IT teams, consultants, and vendors to deliver integrated solutions that reduce manual effort, improve productivity and decision-making, and strengthen organizational knowledge sharing. It oversees relevant platform lifecycles, risk management, vendor coordination, budgeting input, disaster recovery planning, data governance, staff development, and continuous improvement. Regular travel to bank sites is required, and the role requires schedule flexibility, including extended hours and weekends.

Requirements

  • Bachelor’s degree in computer science, information systems, business, analytics, or a related discipline.
  • At least 10 years of system, operational, and business experience delivering enterprise technology, automation, and data solutions.
  • At least 5 years of technical management experience, including leading through subordinate managers and leading multidisciplinary teams across business analysis, application and automation development, and data and analytics.
  • Demonstrated experience defining and executing an enterprise automation, digital transformation, or data and analytics strategy with measurable business outcomes.
  • Working knowledge of Microsoft technologies and development tools, including SharePoint Online, Microsoft 365, Microsoft Teams, Microsoft Copilot, Power Platform, SQL Server, and .NET/C# or other Microsoft technology components.
  • Working knowledge of enterprise automation and workflow platforms such as UiPath, Nintex/K2, and Microsoft Power Platform.
  • Demonstrated experience evaluating, governing, and scaling AI, Generative AI, machine learning, and RPA in a regulated environment, including AI and model risk management, responsible AI controls, and third-party AI due diligence.
  • Working knowledge of data warehousing, ETL, semantic modeling, business intelligence and visualization tools such as SQL Server, SSIS, and Power BI; cloud data platforms such as Microsoft Azure, Microsoft Fabric, Snowflake, or comparable platforms; and data governance frameworks such as DAMA-DMBOK or DCAM.
  • Strong understanding of banking operations, FFIEC guidance, GLBA, audit and examination expectations, information security, vendor risk, and model risk management.
  • Strong communication skills and ability to articulate strategies and plans to teams and senior management and work effectively with internal teams, business line owners, auditors, examiners, and vendors.
  • Strong analytical, interpersonal, and problem-solving abilities, including identifying and prioritizing critical-path issues and risks and recommending mitigation strategies.
  • Ability to demonstrate initiative and resourcefulness, produce high-quality work, and respect deadlines and budget considerations.
  • Excellent analytical skills demonstrated through success creating, implementing, and executing transformational strategy.
  • Demonstrated ability to lead organizational change and develop managers and technical staff.
  • Schedule flexibility, including availability to work extended hours and weekends.
  • Valid driver’s license.
  • Regular travel to Bank sites is required.

Nice To Haves

  • Master’s degree.
  • Experience within banking or another highly regulated industry.
  • Project Management Professional (PMP), Certified Business Process Professional (CBPP), Lean Six Sigma, Certified Data Management Professional (CDMP), or comparable AI or data governance certification.

Responsibilities

  • Lead the Business Process Management, Business Automation Development, and Enterprise Data and Analytics teams through three subordinate managers.
  • Set departmental strategy, objectives, and multi-year roadmaps aligned with the Bank’s strategic plan and technology architecture.
  • Align technology and data architectural vision with business objectives, anticipate future challenges, and present innovative technology options to leadership.
  • Lead process redesign incorporating intelligent automation, machine learning, Generative AI, and natural language processing.
  • Discover and assess automation opportunities, identify risks, recommend solutions, and define business outcomes for automation.
  • Oversee delivery of robotic process automation, workflow, and AI-enabled automation capabilities aligned with Bank strategies and roadmaps.
  • Define, promote, and apply best practices for automation and AI; serve as a subject matter expert on RPA and AI for business process automation.
  • Lead multidisciplinary teams of business process analysts, automation and integration developers, and data and analytics professionals through subordinate managers.
  • Develop and lead a cross-functional Center of Excellence for prioritization, evolution, and execution of services.
  • Lead requirements-definition sessions with business units and identify opportunities for task automation, AI enablement, process improvements, and enhancements that improve quality, efficiency, and ROI.
  • Oversee the lifecycle of business process management, automation, application, and data platform components, and participate in application software and enterprise integration design, coding, testing, implementation, and support.
  • Lead software upgrade implementation by reviewing release documentation and communicating bug fixes and enhancements.
  • Define and report AI and automation value metrics, including hours returned, cycle-time reduction, error and rework reduction, adoption rates, and ROI, to executive leadership and the Board as requested.
  • Set the vision for delivering information and analytics solutions, including enterprise data strategy, data architecture, data warehousing, business intelligence, data preparation, reporting and analytics, data exploration, and information delivery portals.
  • Manage department staff, conduct performance reviews, make hiring, salary, and promotion recommendations, and provide direction, coaching, and professional development.
  • Provide strategic and analytical support for evolving business process management, automation, and enterprise data technology platforms to meet future Bank requirements.
  • Promote continuous improvement and use retrospective analyses to improve subsequent deployments.
  • Lead internal focus groups to address end-user issues, usability, and enhancements to BPM, automation, AI, and analytics applications.
  • Schedule and facilitate business and technical roadmap sessions to maximize use of BPM application features and functionality.
  • Maintain a single prioritized portfolio of process, automation, application, and data initiatives, allocating resources according to strategic alignment, business value, operational impact, and risk.
  • Monitor and manage system risks for business process management, automation, AI, and data technology, including FFIEC guidance, annual risk assessments, model risk management, vendor risk, and audit reviews.
  • Coordinate with consultants and vendors; support vendor management through meetings, issue escalation, invoicing, reporting, and tracking efforts.
  • Provide budget input, including recommendations for capital purchases, software investments, and staffing requirements.
  • Coordinate, test, and document the IT Disaster Recovery Plan for business process management, automation, application, data warehouse, and business intelligence platforms.
  • Ensure team adherence to data governance policies, promote data stewardship and accountability for data quality and compliance, and oversee relevant data quality metrics and remediation.
  • Ensure the integrity and confidentiality of data in the Bank’s information systems and perform duties in accordance with regulatory guidelines and Bank policies, procedures, and objectives.
  • Refer sales opportunities to other departments or Bank affiliates in support of established objectives.
  • Perform related and unrelated duties as required.
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