Director of AI Enablement

Director of AI Enablement

Artificial Intelligence is changing the way businesses workand at Advisors Excel, we're taking a thoughtful and reimagined approach to what comes next. We're looking for a Director of AI Enablement to help shape how our employees, leaders, and financial advisor network understand and adopt AI. This is a unique opportunity to build an emerging capability from the ground up and help define how AI becomes a practical part of the way we work. This isn't an AI engineering role. We're looking for someone who knows how to turn AI capabilities into business impactsomeone who can educate, influence, build excitement, identify meaningful use cases, and help people confidently put AI to work.

You'll serve as the bridge between our business teams and Technology, helping Advisors Excel move from "What can AI do?" to reimagine "How can AI help us do this better?" You won't be inheriting a finished AI program. You'll help build it. Join Advisors Excel and help shape what's next!

What You'll Do:

• Build our AI enablement program from the ground up. Establish the framework, resources, training, communication, and processes that will support AI adoption across Advisors Excel.
• Make AI practical for our teams. Develop role-based training, playbooks, prompt libraries, office hours, and other resources that help employees understand how to use AI effectively in their day-to-day work.
• Lead organizational change. Develop communication and engagement strategies that build understanding, address resistance, and reinforce new ways of working.
• Lead AI adoption. Guide the business through the adoption of Microsoft 365 Copilot and other approved AI tools, helping employees move beyond experimentation to meaningful, sustained use.
• Find where AI can make a difference. Partner with teams across the organization to understand their challenges, identify potential AI use cases, and prioritize opportunities based on business value and feasibility.
• Measure what matters. Establish and track AI adoption and value metricsincluding utilization, active usage, time saved, and business impactand communicate results to senior leadership.
• Build an AI community. Develop a network of AI champions and power users who can share best practices, support their peers, and help accelerate adoption across the organization.
• Connect business and technology. Partner closely with our Chief Technology Officer and Director of AI Technology to ensure business adoption and technical implementation move forward together.
• Champion responsible AI. Work with Information Security, Compliance, Legal, and other partners to help employees understand and follow AI governance, security, privacy, and responsible-use expectations.
• Help bring AI to our advisor network. As our AI capabilities mature, support education and activation efforts that help financial advisors understand and leverage AI in their businesses.

What We're Looking For:

• Five or more years of experience in technology enablement, AI adoption, or technology program management.
• Experience implementing or enabling AI productivity platforms such as Microsoft 365 Copilot, ChatGPT Enterprise, or comparable AI solutions.
• A strong understanding of AI capabilities, practical business applications, limitations, and responsible use.
• Exceptional communication and training skills, with the ability to make complex AI concepts understandable and practical for non-technical audiences.
• Experience leading change, adoption, programs, and organizational communication.
• The ability to influence and collaborate across teams and levels of an organization without relying on direct authority.
• Comfort working in ambiguity and helping shape a developing AI strategy and operating model.
• A strategic mindset and the ability to connect AI opportunities to real business outcomes.

You'll Stand Out If You Have:

• Experience in financial services, insurance, wealth management, or another highly regulated industry.
• Familiarity with responsible AI and AI governance frameworks, as well as enterprise data privacy, security, and risk considerations.
• A bachelor's degree in business, technology, communications, organizational development, or a related field.

What You'll Get:

• Amazing benefits including medical, dental, vision, and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site caf, gym, and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored eventsand more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.