AI and Automation Product Lead

We are seeking an exceptional candidate to join our IT team to build, scale, and embed our AI & Automation capability across the organisation as AI and Automation Product Lead. This is a pivotal role responsible for shaping our strategy, defining how we safely adopt AI, and delivering highimpact solutions that enhance efficiency, insight, and client outcomes., As the AI & Automation Product Lead, you will own the endtoend operating modelsetting governance, establishing guardrails, prioritising use cases, and ensuring our solutions are designed for longterm scalability and security. You will also lead the creation of our AI & Automation Hub (Centre of Excellence), establishing credibility through early delivery and building the foundations to scale adoption enterprisewide.

This is an opportunity to make a significant strategic impact, driving responsible AI adoption while championing innovation and modern ways of working., AI Architecture & Solution Design

• Provide expert AI solution architecture oversight, ensuring use cases follow the right patterns, integrations, and data boundaries.
• Ensure all technical designs align with enterprise architecture, security standards, and longterm scalability.
• Create and maintain reference architectures and reusable templates for common AI scenarios, including agents, workflows, and approvals.

AI & Automation Operating Model

• Lead the setup and ongoing operation of the AI & Automation Hub (CoE), establishing a safe and scalable intake and delivery capability.
• Define and embed governance frameworks and guardrails for responsible AI adoption.
• Own the product roadmap and prioritisation approach, ensuring focus remains on highimpact, lowrisk opportunities.
• Establish delivery standards across design, build, test, and release to ensure reliability and longterm supportability.
• Define criteria for BAU transition and ensure clean handover into operational support teams.

Delivery & Collaboration

• Deliver early value AI and automation use cases to demonstrate tangible benefits and build organisational confidence.
• Work closely with Information Security, Cyber Security, and Technology Risk to ensure alignment with required controls and approvals.
• Shape the organisation's approach to M365 Copilot adoption, including phased rollout recommendations based on readiness and risk.
• Coordinate dependencies with Data Governance, Enterprise Architecture, and SharePoint migration initiatives.
• Prepare and present clear artefacts to governance forums to support decisionmaking.

Leadership & Evangelism

• Champion AI & Automation technologies across the organisation, driving awareness and adoption.
• Promote innovation, experimentation, and responsible use of emerging technologies.
• Build strong partnerships with business stakeholders to identify opportunities that unlock efficiencies and improve client outcomes.

The ideal candidate will be an experienced technology leader with strong expertise in AI solution architecture, Microsoft 365, and modern workplace technologies. They will have a solid understanding of AI and automation concepts, including safe adoption, governance, and enterprisegrade data and security considerations. Skilled in the Power Platformparticularly Power Automate, Copilot Studio, and Power Appsthey will be confident shaping and reviewing solution designs that are scalable, secure, and aligned to enterprise patterns.

With extensive seniorlevel experience in financial services, the candidate will have a proven track record of delivering AI, automation, and workflow solutions into production, establishing or operating a Centre of Excellence, and leading a technology product or capability from roadmap definition through to delivery. They will be comfortable working with Information Security, Cyber, and Risk teams, selecting and prioritising use cases, producing decisionready artefacts, and ensuring smooth transition of solutions into BAU operations. They will also be adept at managing thirdparty suppliers, handling complex technology scenarios, and ensuring outcomes are achieved across internal and external teams.

Additional experience in platform-based financial services, productled delivery approaches, SharePoint Online information architecture, ITSM models, and understanding the regulatory landscape will be advantageous. Relevant qualificationssuch as Power Platform or M365 certifications, Security & Governance, TOGAF, Product Management, Prince2, or leadership accreditationsare desirable.

Beyond technical expertise, the candidate will bring strong integrity, sound judgement, and a commitment to doing the right thing. They will have the courage to challenge constructively, using both facts and experience to make balanced decisions. Clear and influential communication skills are essential, as is the credibility to operate as a trusted partner with a strong analytical mindset. Importantly, they will bring energy and a sense of fun to their worksomeone who cares deeply, leads confidently, and contributes positively to the team culture.

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025).