AI Strategy and Transformation Lead

We are seeking an AI Strategy and Transformation Lead to drive a high-profile AI transformation program within the marketing function of one of the world’s leading financial institutions. This is a senior client-facing role, working directly with marketing leadership to shape and deliver a forward-looking AI strategy - spanning governance, tooling, operating model design, and measurable adoption.

You will operate at the intersection of strategy and delivery: translating executive vision into structured programs, navigating the complexity of a highly regulated enterprise, and ensuring AI capabilities are embedded into how the marketing organization works - not just what it procures.

The qualified candidate will be responsible for the following:

·        Lead the end-to-end AI strategy and transformation program for a large marketing function at a Tier 1 financial institution

·        Serve as a primary strategic advisor to senior marketing leadership, presenting recommendations and roadmaps to C-suite and senior director-level stakeholders

·        Define and evolve the AI strategy, including tool selection, operating model design, governance frameworks, and adoption planning

·        Develop and maintain a dual-track program roadmap - balancing near-term wins with long-term transformation objectives

·        Facilitate executive workshops that translate complex technical concepts into clear, actionable decisions

·        Take ambiguous inputs, stakeholder feedback, and shifting priorities, and convert them into structured deliverables with clear owners and timelines

·        Produce high-quality strategy decks, briefing materials, and executive presentations; iterate rapidly based on client feedback

·        Research and evaluate emerging AI tools, platforms, and use cases - bringing informed, evidence-based recommendations to the table

·        Identify blockers to adoption and design pragmatic interventions grounded in organizational behavior and change management principles

The qualified candidate will have the following experience/skills:

·        Demonstrated experience leading AI transformation or digital strategy programs in complex enterprise environments

·        Strong background in financial services or banking; prior experience operating in highly regulated or high-stakes environments, where governance, compliance, and risk considerations shape how decisions are made, is important

·        Exceptional communication and executive presence - comfortable presenting to and influencing C-suite leadership

·        Proficiency in developing polished, insight-driven presentations and iterating them quickly against senior feedback

·        Technical fluency across the AI landscape: working knowledge of frontier models, LLMs, SaaS/PaaS platforms, and foundational data systems - sufficient to hold credible conversations with both technical teams and non-technical executives

·        Familiarity with prominent AI tools, applications, and enterprise use cases across productivity, content, and analytics functions

·        Understanding of data foundations and how they underpin AI deployment - familiarity with Lakehouse architectures, SharePoint, and content management ecosystems, and patterns for integrating data infrastructure with AI applications is preferred

·        Ability to facilitate structured workshops and simplify complex solution concepts for non-technical audiences

·        A track record of developing strategic roadmaps that balance ambition with delivery reality

·        Resourcefulness and intellectual curiosity - proactively researching, synthesizing, and applying new information to client problems

·        Experience working in agile or structured delivery environments, with comfort managing multiple workstreams simultaneously

This is a strategic, long-term consulting opportunity in New York City and requires 5 days in the office.  Applicants must be authorized to work in the U.S. We are unable to sponsor or assume sponsorship of an employment visa.  We are unable to work with third-party companies.  For additional information and immediate consideration, please email your resume and LinkedIn profile.