Director of Business Technology & AI

Director of Business Technology & AI
Hiring Company: Northwest Investment Corp.
Supports: Tower Trust & Investment Company and Centennial Tax & Accounting

Northwest Investment Corp provides strategic and operational leadership to affiliated professional services firms. Our mission is to help those firms modernize responsibly, pairing strong governance with forward-looking technology and smarter ways of working.

We are seeking a Director of Business Technology & AI to work directly with senior leadership of our companies to fully leverage our existing systems and thoughtfully adopt new technologies that improve efficiency, insight, and client service.

This role is not a traditional IT position. It focuses on optimizing how our companies operate.

The right person will help our team work smarter by improving workflows, maximizing the capabilities of our software platforms, and leading the thoughtful adoption of AI tools across the organization.

THIS ROLE SUPPORTS

• Tower Trust & Investment Company — an independent trust company focused on disciplined investment management and fiduciary excellence.
• Centennial Tax & Accounting — a professional services firm delivering trusted tax and accounting expertise.

As AI rapidly reshapes professional work, we are committed to adopting it thoughtfully and securely, in ways that genuinely improve day-to-day work.

WHAT THIS ROLE IS RESPONSIBLE FOR

Business Systems Optimization

Identify opportunities to improve how we use the systems that power the firm, including:

• Microsoft 365 (Excel, Teams, SharePoint, Power Automate, Copilot)
• CRM platforms
• Document management and workflow tools
• Industry-specific core systems, including:
  • Core trust accounting and reporting system
  • Core tax preparation software

Your role is to ensure we are using the full capabilities of the tools we already own.

AI Leadership & Implementation

Serve as the firm’s internal champion for practical AI adoption. 

Responsibilities include:

• Identifying AI tools that improve productivity and decision-making
• Implementing AI workflows that automate routine work
• Establishing safe and compliant use of AI
• Training employees on how to use AI effectively in daily work
• Staying current on AI developments relevant to professional services

Workflow & Efficiency Improvement

Work with teams across the firm to identify opportunities to simplify processes, eliminate friction, reduce errors, and free up time. 

Examples might include:

• Automating reporting processes
• Improving CRM usage and data quality
• Streamlining internal workflows
• Reducing manual data entry through integrations and automation

Training & Technology Enablement

Help our team become more capable and confident users of technology. 

This includes:

• Leading practical training sessions
• Developing best practices for system use
• Providing guidance on new tools and workflows
• Helping teams adopt more efficient habits

WHAT THIS ROLE IS NOT

This role is not responsible for:

• Help desk support
• Hardware troubleshooting
• Network administration
• Cybersecurity infrastructure
• Device management

Those functions are handled through external IT providers. This position focuses on how technology improves how the firm works.

THE TYPE OF PERSON WHO THRIVES IN THIS ROLE

The best candidate will be someone who naturally:

• Sees inefficient processes and immediately thinks of better ways
• Enjoys exploring what software can really do
• Experiments with automation and AI tools
• Can translate technical capabilities into practical solutions
• Is energized by helping colleagues work more effectively

This role requires both technical curiosity and strong communication skills.

DESIRED BACKGROUND

Strong candidates may come from roles such as:

• Business systems manager
• Technology consultant
• Operations or process improvement leader
• CRM or workflow automation specialist
• Digital productivity or automation consultant

Experience in financial services is helpful but not required.

KEY SKILLS

Strong candidates typically have experience with many of the following:

• Microsoft 365 ecosystem
• Workflow automation tools
• CRM platforms
• AI productivity tools
• Process improvement
• Data analysis and reporting tools
• System integrations

The most important trait is the ability to connect technology with real business outcomes.

WHAT SUCCESS LOOKS LIKE

Within the first year, the Director of Business Technology & AI will:

• Improve how the firm uses its existing technology platforms
• Introduce AI tools that meaningfully improve productivity
• Automate several high-value workflows
• Increase staff confidence and capability with technology
• Help the firm operate more efficiently without increasing complexity

BENEFITS

• Health and Dental Insurance
• Long-Term Disability and Life Insurance
• 401(k) with employer match (Traditional and Roth options)
• Professional development opportunities
• Predictable daytime schedule with limited after-hours work
• Supportive, team-oriented work environment

Northwest Investment Corp. is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.