Strategist, Agent Development - Financial Services

Sierra • San Francisco, CA

4d

About The Position

As part of Sierra’s Financial Services team, you will own end-to-end enterprise AI deployments for some of the most sophisticated financial institutions in the world. You will partner directly with senior executives to define their AI strategy, translate it into executable programs, and drive high-visibility deployments that handle millions of real customer conversations per year.
Serve as a strategic thought partner to C-suite and senior executives, shaping enterprise AI roadmaps and informing high-stakes transformation initiatives. Lead executive steering forums and decision-making processes, including preparation of strategic narratives and performance reporting.
Own multi-workstream, cross-functional programs from strategy through production deployment, driving alignment across technical, operational, compliance, and executive stakeholders.
Build durable executive relationships and lead high-stakes discussions around AI risk, compliance, operational redesign, and customer experience transformation.
Translate strategic objectives into production-grade AI systems — partnering closely with engineering and product to design, test, and iterate on agents deployed at enterprise scale.
Structure ambiguous business challenges into clear workstreams, define success metrics, and drive disciplined execution against measurable outcomes.
Contribute data-driven, strategic insights to customers’ and internal decisions.
Translate Financial Services’ unique challenges into scalable AI solutions and contributions to the Sierra’s Financial Services roadmap.

Requirements

• Demonstrated experience owning complex projects and executive-level customer relationships.
• Experience interfacing with executives at the VP level and above - the ability to speak with both confidence and accuracy about complex or high-emotion topics.
• High EQ - the ability to motivate a team, and the wisdom to interface with external and internal stakeholders who may at times disagree.
• Humility - seeking feedback, the ability to prioritize learning over ego, and recognition that great teams and products are built through continuous improvement.
• Mastery of program ownership best practices and demonstrated ability to drive large deliverables on-time and at enterprise quality and scale.
• Genuine interest in Financial Services and improving the end customer experience.

Nice To Haves

• Experience in financial technology, implementations at financial institutions, working inside of these institutions or familiarity with financial services security and compliance requirements (fair lending, PII handling, etc.) are a strong plus.

Responsibilities

• Serve as a strategic thought partner to C-suite and senior executives, shaping enterprise AI roadmaps and informing high-stakes transformation initiatives.
• Lead executive steering forums and decision-making processes, including preparation of strategic narratives and performance reporting.
• Own multi-workstream, cross-functional programs from strategy through production deployment, driving alignment across technical, operational, compliance, and executive stakeholders.
• Build durable executive relationships and lead high-stakes discussions around AI risk, compliance, operational redesign, and customer experience transformation.
• Translate strategic objectives into production-grade AI systems — partnering closely with engineering and product to design, test, and iterate on agents deployed at enterprise scale.
• Structure ambiguous business challenges into clear workstreams, define success metrics, and drive disciplined execution against measurable outcomes.
• Contribute data-driven, strategic insights to customers’ and internal decisions.
• Translate Financial Services’ unique challenges into scalable AI solutions and contributions to the Sierra’s Financial Services roadmap.

Benefits

• Flexible (Unlimited) Paid Time Off
• Medical, Dental, and Vision benefits for you and your family
• Life Insurance and Disability Benefits
• Retirement Plan (e.g., 401K, pension) with Sierra match
• Parental Leave
• Fertility and family building benefits through Carrot
• Lunch, as well as delicious snacks and coffee to keep you energized
• Discretionary Benefit Stipend giving people the ability to spend where it matters most
• Free alphorn lessons

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed