Managing Director responsible for enterprise-scale agent-based automation across financial services operations. Leading strategy, delivery, and accountability in a regulated environment.
Responsibilities
Own enterprise-level business outcomes for agent-based automation, including efficiency, capacity, quality, client experience, and risk reduction.
Define and communicate the long-term vision and strategy for agentic AI across global operations.
Set strategic priorities across Fund Accounting, Middle Office, Transfer Agency, and Custody based on materiality, risk, and value.
Sponsor identification and sequencing of high-impact automation opportunities across the operating model.
Ensure alignment of product strategy with regulatory expectations, enterprise AI risk frameworks, and control standards.
Govern translation of simplification objectives into coherent product portfolios, roadmaps, and investment cases.
Provide executive oversight of agile delivery, ensuring consistency of standards, outcomes, and operational readiness across PODs.
Own the full lifecycle governance of agentic AI solutions, including approval frameworks, human-in-the-loop models, escalation design, and decommissioning decisions.
Establish enterprise standards for controls, auditability, explainability, and evidence capture in agent-based solutions.
Set materiality thresholds, risk tolerances, and escalation models for autonomous and semi-autonomous execution.
Make portfolio-level decisions to scale, pause, remediate, or retire agents based on performance, risk, and value realization.
Oversee production performance management including accuracy trends, systemic failure patterns, and control effectiveness.
Lead and develop senior Product Owners and product leaders, setting clear expectations and accountability for outcomes.
Partner with senior operations, risk, compliance, audit, data, and technology leaders to ensure enterprise alignment.
Define, track, and report value realization, risk metrics, and control outcomes to executive governance forums.
Represent Global Delivery Simplification in senior leadership discussions related to AI strategy, operational resilience, and regulatory engagement.
Requirements
12+ years of experience leading products, platforms, or transformations in complex, regulated operational environments
Senior leadership experience in global financial services operations
Demonstrated ownership of enterprise-scale automation or AI portfolios
Extensive experience working with risk, compliance, audit, and regulators
Proven track record of scaling solutions into sustained business-as-usual operations
Experience operating in product-centric, agile organizations at scale.
Benefits
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks
Job title
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