Head of AI, Data & Process & Transformation

Gen II Fund Services•New York, NY

17h•$260,000 - $300,000•Hybrid

About The Position

Gen II is undergoing a significant technology- and AI-led transformation from a traditional services model to an AI-native, platform-first operating company. The Head of AI, Data & Process Transformation will drive measurable change across process re-engineering, strategic delivery, and the practical application of AI and automation across operations. This is a hands-on role focused on advancing workstreams and delivering tangible outcomes. The position reports directly to the Chief Transformation Officer and works closely with technology, operations, data, and commercial leadership across all regions. It owns the enterprise process improvement agenda, leads business analysts in redesigning workflows, supports the translation of strategic priorities into delivery plans, and advances the identification, governance, deployment, and measurement of AI use cases. The role also collaborates on data assets and integrations that support safe, auditable AI access to enterprise data and an AI-native, platform-first operating model.

Requirements

Proven track record of driving process improvement and strategic delivery in a complex, regulated financial services environment.
Strong understanding of operational workflows, ideally within 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 strategic and tactical levels, including presenting to a board and delivering practical work.
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 and follows through.

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 workflows across fund operations, 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 to underpin 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.
Work with the strategic project team and platform owners to translate strategic priorities into structured delivery plans.
Promote continuous improvement across customer experience, productivity, and service quality by challenging the status quo.
Design and present target-state processes, explain anticipated benefits, and introduce appropriate KPIs to evidence impact.
Support identification, qualification, and prioritization of AI use cases across the business, working with the AI Committee and technology teams to move concepts into deployment.
Support AI adoption governance, including use-case approval processes, risk assessment, and benefit tracking.
Champion practical AI adoption across operational teams by raising awareness, building confidence, and ensuring tools are used effectively.
Monitor emerging AI capabilities and assess their applicability to fund administration workflows.
Track and report AI deployment outcomes to ensure initiatives meet stated ROI and operational targets.
Collaborate with technology and data leadership to create and maintain data ontologies, taxonomies, and product catalogues as encoded assets supporting agentic AI and process automation.
Collaborate with technology and data leadership to design and build AI-ready integrations for 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.