Manager, Business Technology & AI

Northwest Bank & Trust Company • Davenport, IA

3d • Hybrid

About The Position

Northwest Investment Corp. provides strategic and operational support to affiliated professional services firms, Tower Trust & Investment Company and Centennial Tax & Accounting. We are seeking a Manager, Business Technology & AI to help our organization work more efficiently by improving workflows, maximizing the use of existing systems, and adopting AI tools thoughtfully and responsibly.

This is a hands-on, execution-focused role for a small organization (approximately 50 employees). It is not a traditional IT position and does not involve managing infrastructure, hardware, or a help desk.

Requirements

• Experience with Microsoft 365 and workflow automation tools
• Experience improving business processes or systems
• Familiarity with AI productivity tools

Nice To Haves

• Financial services experience is helpful but not required

Responsibilities

• Business Systems Optimization
• Improve day-to-day use of Microsoft 365 (Excel, Teams, SharePoint, Copilot)
• Enhance CRM usage, reporting, and data quality
• Improve document management and internal workflows
• Optimize industry-specific trust and tax software already in place
• Practical AI Adoption
• Identify and implement AI tools that save time or reduce errors
• Build simple AI-enabled workflows within existing platforms
• Establish clear, practical guidelines and policies for responsible AI use
• Train staff on how to use AI effectively in daily work
• Workflow & Process Improvement
• Identify inefficient or manual processes
• Reduce duplicate work and manual data entry
• Improve internal reporting and information flow
• Training & Enablement
• Lead practical, role-based training
• Develop simple guides and best practices
• Support adoption of new tools and workflows

Benefits

• Health & Dental Insurance
• 401(k) with employer match
• Life & Disability Insurance
• Professional development opportunities
• Predictable daytime schedule

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees