VP, AI Strategy & Transformation

Description

Position Overview

We are seeking a strategic and execution-driven leader to guide the adoption and use of artificial intelligence across our organization. As Vice President of AI Strategy & Transformation, this individual will develop and deliver AI tools and solutions that make our business run more efficiently, solve problems faster, and improve profitability.

This role requires a blend of technical expertise and strategic insight with responsibility for both building AI-powered tools and systems as well as evaluating when to leverage third-party technologies or consultants. The incumbent will partner with key leaders across the business to embed AI into core operations and advance the firm's long-term growth goals.

Primary Responsibilities

AI Strategy & Roadmap Development

• Lead the creation of a clear and realistic AI roadmap that supports company goals.
• Translate enterprise challenges and goals into actionable AI initiatives that improve productivity and margins.
• Maintain a clear focus on measurable outcomes and scalability.
  
  

AI Tool Creation & Technical Execution

• Develop, and refine custom AI instances using leading platforms (e.g., OpenAI, Copilot etc.).
• Build tailored AI applications, such as intelligent assistants, data agents, or workflow automations, using low-code/no-code or custom scripting as needed.
• Run advanced analyses on structured and unstructured data using AI/ML techniques to uncover insights and drive data-backed decisions.
• Ensure quality, compliance, and reliability of AI systems and tools.
  
  

Use Case Delivery & Pain Point Resolution

• Collaborate with business unit leaders to identify high-impact AI use cases, particularly in areas like operations, marketing, finance, and client servicing.
• Evaluate where external consultants, vendors, or AI platforms are best positioned to solve complex pain points.
• Manage AI vendor relationships, RFPs, and integration planning when outsourcing is appropriate.
  
  

Technology & Compliance Coordination

• Partner with IT to ensure AI tools align with existing infrastructure and architecture.
• Maintain strict adherence to data security, privacy, and regulatory standards.
• Ensure all AI solutions are secure, compliant, and integrated responsibly within Meeder's tech ecosystem.
  
  

AI Change Leadership

• Champion a data-driven, AI-enabled culture by building foundational literacy across departments.
• Deliver training and workshops to increase awareness, confidence, and usage of AI tools among non-technical teams.
• Promote ethical and inclusive AI adoption practices across the enterprise.
  
  

Critical Success Factors

• Proactive and independent thinker with high strategic and operational dexterity.
• Skilled at distilling complex technical concepts into business value and ROI narratives.
• Capable of leading cross-functional teams while also diving deep into the technical stack when needed.
• Comfortable navigating ambiguity and guiding AI maturity in a scaling organization.
• Demonstrates a passion for innovation, problem-solving, and continuous improvement.
  
  

Key Performance Indicators (KPIs)

• Advancement in organizational AI maturity (e.g., Level 1 ? Level 3).
• Number and impact of AI tools deployed within the first 12 months.
• Measurable cost savings, process efficiencies, or margin improvements linked to AI.
• Employee AI engagement and training completion metrics.
• AI ROI performance across identified use cases.
  
  

Req Number MAR-25-00001

Position Requirements

• Bachelor’s degree in Marketing, Finance, Business, or related field.
• 10 years of experience in business strategy, digital transformation, or technology leadership roles.
• 3 years of direct hands-on experience implementing AI tools or managing AI/ML-driven programs.
• Proven ability to build and deploy AI applications (e.g., chatbots, automation tools, analytics engines) either independently or via partners.
• Strong understanding of AI governance, data infrastructure, and prompt engineering fundamentals.
• Ability to balance technical execution with strategic thinking, stakeholder engagement, and organizational change management.
• Experience in financial services, fintech, investment management, or regulated industries preferred.
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).