AI Implementation Engineer at LeapXpert developing and deploying AI agents and solutions. Collaborating with diverse teams to enhance business communication through innovative AI strategies.
About the role
- Senior Implementation Consultant leading complex Data Solutions integration on Morningstar’s Direct Platform. Collaborating with stakeholders to implement scalable solutions that drive business value.
Responsibilities
- Act as a strategic partner to clients and internal teams, managing complex functional and technical requirements from scoping to delivery.
- Build and maintain strong client relationships through regular engagement, including in-person meetings and travel as needed.
- Serve as a subject matter expert on Morningstar data, services, or reporting capabilities, designing high-impact solutions tailored to client needs.
- Interpret and apply Morningstar’s research and analysis to enhance client-facing solutions with insight-driven recommendations.
- Deliver complex and multi product, multi region client projects.
- Lead cross-functional projects, ensuring alignment with agile methodologies (e.g., Scrum) and best practices.
- Define, document, and validate comprehensive business and technical requirements for data or reporting solutions.
- Provide strategic oversight of project health, communicating status, risks, and mitigation strategies to stakeholders.
- Drive decision-making processes that balance business needs with technical trade-offs to deliver future-proof solutions.
- Ensure seamless transition and knowledge transfer to client service teams, establishing support models and documentation.
- Support the rollout of new initiatives, ensuring visibility, alignment, and enablement across teams.
- Mentor junior team members, fostering professional development and team capability.
- Identify opportunities for innovation, automation, and process improvement within project delivery or reporting workflows.
Requirements
- Bachelor’s degree required; advanced degree preferred
- 2–3 years of project management experience; QA or development experience a plus
- Strong client focus with excellent organizational and multitasking skills
- Effective communicator with strong presentation skills, both written and verbal
- Self-motivated, creative, and strategic thinker with sound problem-solving abilities
- Technical aptitude and quick learner; able to understand and explain systems and data flows
- Strong analytical skills with a passion for data and product integration
- Comfortable with ambiguity and skilled at leading through change
- Detail-oriented with a proactive approach to risk management and stakeholder coordination
- Collaborative mindset with the ability to build strong relationships across teams
- Solid understanding of software development processes and methodologies
- Familiarity with investment products, market trends, and the financial services industry
- Knowledge of technologies such as JSON, XML, HTML, SQL, and relational databases is a plus
- Additional languages (e.g., French, Spanish, Italian) are a plus
Benefits
- Hybrid work environment with four days in-office
- Tools and resources to engage meaningfully with colleagues
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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