Head of AI, Data & Process & Transformation

Gen II Careers•New York, NY

10h•Hybrid

About The Position

Gen II is seeking a Head of AI, Data and Process Transformation to help lead its shift from a traditional services model to an AI-native, platform-first operating company. The role drives practical change across process re-engineering, strategic delivery, and the use of AI and automation in operations, with an emphasis on measurable outcomes. Reporting directly to the Chief Transformation Officer, the role works with technology, operations, data, and commercial leaders across regions. It leads enterprise process improvement, supports structured delivery of strategic priorities, and helps identify, govern, deploy, and measure AI use cases. The position also collaborates on data ontologies, taxonomies, product catalogues, AI-ready integrations, and enterprise data governance to support secure and auditable AI access and process automation. The role is based on a hybrid schedule: three days each week in a Gen II office and two days remotely. Applicants must be legally authorized to work in the United States. The salary range is $260,000–$300,000, plus a discretionary bonus and comprehensive benefits; the offer within the range depends on experience.

Requirements

Proven track record driving process improvement and strategic delivery in a complex, regulated financial services environment.
Strong understanding of operational workflows, ideally in fund administration, asset management, or private equity/alternative investments.
Demonstrable experience working with or deploying AI or automation tools in an enterprise setting.
Ability to operate at both strategic and tactical levels, including presenting to a board and hands-on delivery.
Excellent stakeholder management across senior leadership, operations, and technology functions.
Strong analytical and communication skills, including the ability to turn complex problems into clear recommendations and actionable plans.
Self-starter with high accountability who takes ownership, follows through, and acts without waiting to be told what to do.
Legally authorized to work in the United States.

Nice To Haves

Experience with enterprise AI platforms, such as Claude Enterprise, document intelligence tools, or workflow automation.
Background in management consulting, transformation, or operational excellence within financial services.
Familiarity with fund administration platforms and ecosystems.

Responsibilities

Own and drive the enterprise process improvement agenda using an AI- and technology-first approach, identifying, prioritizing, and delivering changes that reduce cost, improve quality, or accelerate delivery.
Lead a team of business analysts in mapping, challenging, and redesigning end-to-end fund operations workflows, including onboarding, client services, and other service lines.
Partner with platform and project teams to streamline processes while maintaining appropriate controls in line with SOC controls and regulatory requirements.
Create and maintain a process catalogue as a living asset that supports automation and AI deployment decisions and prioritization.
Work with technology, platform, and operational teams to quantify inefficiencies, agree benefits, and drive adoption of new ways of working.
Support translation of strategic priorities into structured delivery plans with the strategic project team and platform owners.
Promote continuous improvement across customer experience, productivity, and service quality.
Design and present target-state processes, explain expected benefits, and introduce KPIs to evidence impact.
Support identification, qualification, and prioritization of AI use cases with the AI Committee and technology teams, moving use cases from concept to deployment.
Support AI adoption governance, including use case approval processes, risk assessment, and benefit tracking.
Champion practical AI adoption across operational teams by building awareness and confidence and ensuring effective use of tools.
Monitor emerging AI capabilities and assess their applicability to fund administration workflows.
Track and report AI deployment outcomes against stated ROI and operational targets.
Collaborate with technology and data leadership to create and maintain data ontologies, taxonomies, and product catalogues as encoded assets for agentic AI and process automation.
Collaborate with technology and data leadership to design and build AI-ready integrations that enable secure, safe, auditable, and insightful AI access to enterprise data assets.
Participate in enterprise data governance frameworks, ensuring data products and architecture decisions support an AI-native, platform-first operating company.