Principal AI Solutions - Financial

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request technologyChicago (IL)

Financial and Investment Analysts Investment Banking and Securities Intermediation

SENIORITY

Lead

SALARY

$150k

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About the role

NO SPONSORSHIP - NO OPTLead Associate Principal, AI SolutionsSALARY: $150k plus 15% bonusLOCATION: CHICAGO, ILHybrid 3 DAYS ONSITEAI opportunity identification and transformation road map. Deep understand of financial services experience identifying technology opportunities inside a business proactively finding where AI creates value not just responding to requests model risk governance AI enablement and change lead analytics and bi tools power BI tableau Jira notionAI Opportunity Identification & Transformation Roadmap Embed with assigned business functions to develop a grounded understanding of how workflows, where decisions are made, and where AI can create the most meaningful change in how the organization operates. Identify AI opportunities that redesign how work gets done rather than layer automation on top of existing processes; distinguish between use cases that deliver incremental improvement and those that change the operating model. Build and maintain the AI transformation roadmap for assigned functions: sequencing initiatives by impact, feasibility, and readiness, from immediate quick wins through to longer-term AI-native transformation. Partner with functional leaders to build a shared, realistic view of what AI-native operations look like in their area and what it takes to get there. Citizen-Led AI Development Support business units pursuing contained, non-critical AI development or POCs where the CTO team has assessed the initiative as outside the centralized pipeline; provide technical guidance, scoping, and governance guardrails so work proceeds within ORM’s approved framework. Support organizational AI capability development across functions: help teams understand what AI tools can do in their specific context and how to use them well. Define clear boundaries for each citizen-led initiative: what can proceed with guided self-service, what needs central engineering involvement, and what requires full Working Group oversight.

Qualifications: Deep understanding of financial services or capital markets operations; experience in post-trade, clearing, custody, or comparable financial market infrastructure strongly preferred.

Technical Skills:

AI architecture assessment: retrieval-augmented generation, agent frameworks, and large language model evaluation
Requirements specification for AI systems and use case feasibility analysis
Vendor and tool evaluation methodology for AI platforms in regulated environments
Data analysis and familiarity with data pipeline concepts relevant to AI use cases
Process analysis and workflow mapping to support use case scoping and AI readiness work
Analytics and BI tools (e.g., Power BI, Tableau) and collaboration platforms (e.g., Jira, Notion)
Education and/or Experience:7 or more years of experience in financial services technology or strategy, with at least five years in post-trade or capital markets infrastructure
Domain knowledge in at least one of the following: tokenization and digital asset infrastructure, collateral management and margining, or extended-hours clearing and settlement operations

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