Director of AI Strategy and Technology Operations

We are seeking a hands-on Director of AI Strategy & Technology Operations to help define and execute the firm’s enterprise AI strategy and workflow transformation initiatives. This individual will identify high-value opportunities across client acquisition, deal execution, research, operations, and internal/portfolio company operations, while implementing practical AI solutions that improve productivity, efficiency, and decision-making across the firm.

This is a highly cross-functional role that combines AI strategy, workflow optimization, project management, and technical implementation. The ideal candidate understands how to translate business problems into scalable AI-enabled workflows and can work effectively with bankers, operations teams, IT, compliance, and external vendors.

The Director of AI Strategy & Technology Operations will play a key role in helping the firm responsibly adopt and integrate AI technologies that drive measurable business value while maintaining strong governance, security, and operational standards.

Key Responsibilities:

• Develop and execute the firm’s AI strategy, identifying and prioritizing high-impact AI use cases across origination, deal execution, research, marketing, compliance, and both internal and portfolio company operations
• Design and implement AI-enabled workflows, tools, and integrations that improve productivity and business performance
• Partner with internal and external developers to prototype and deploy AI-powered applications and solutions
• Build web applications that integrate AI platforms and APIs including OpenAI, Anthropic, Google, and open-source models
• Oversee implementation of AI capabilities including chat interfaces, document analysis, workflow automation, content generation, and retrieval-augmented generation (RAG)
• Establish governance, security, and responsible AI practices in partnership with IT, legal, compliance, and leadership teams
• Evaluate AI vendors, manage implementation projects, and drive user adoption through training and change management
• Monitor AI performance, business impact, adoption, and define KPI’s and success metrics for AI, including ROI, while continuously refining solutions and workflows

Qualifications:

Required

• 5 years of experience in AI implementation, workflow transformation, product management, software development, technology strategy, or related fields
• Experience leading or implementing AI initiatives in business environments
• Strong understanding of AI technologies including LLMs, workflow automation, and AI productivity tools
• Technical fluency sufficient to collaborate with developers, prototype solutions, and evaluate technical tradeoffs
• Familiarity with Python, JavaScript/TypeScript, APIs, and modern AI platforms
• Strong communication, project management, and stakeholder management skills

Preferred

• Experience in investment banking, private equity, consulting, fintech, or professional services
• Experience with enterprise AI tools, vector databases, RAG, and AI governance practices
• Experience working in regulated or compliance-sensitive environments
• Bachelor’s degree in Computer Science, Software Engineering, Information Systems, Business, Data Science, or a related field preferred, but not required
• Practical experience building and deploying AI-enabled solutions is highly valued
• Portfolio, project examples, or demonstrated AI implementation experience is a strong plus

Success in This Role Looks Like

• Translating business problems into practical AI-enabled solutions
• Driving measurable productivity gains and operational improvements
• Implementing secure, scalable, and user-friendly AI workflows
• Balancing strategic leadership with execution and operational follow-through

Example Projects

The ideal candidate may have experience building tools such as:

• AI chatbots for customer support
• PDF or document question-answering tools
• AI writing or rewriting assistants
• Automated email or report generators