Head of Data, AI, & Digital Enablement

Job Title:Head of Data, AI, and Digital Enablement (responsible for data, AI, sales, marketing, and enterprise platforms) Reporting To: Chief Technology Officer (CTO) Dotted-Line Collaboration: Sales, Wealth & Distribution, Marketing, Compliance, and Finance leadership

PositionSummary

TheHeadofData,AI,andDigitalEnablementisaseniorleadershiproleresponsiblefor advancing enterprise data, AI, and digital platform strategy-spanning data governance, analytics, sales technology, and corporate systems.

ThisroleconsolidatesthefunctionalresponsibilitiesoftheformerHeadofData,Analytics,and AI andHeadof Enterprise Systems positions. It integratesfirmwideleadership of data and AI initiatives with direct ownership of Salesforce, Sitecore, MarTech, and related enterprise platforms that support sales, marketing, distribution, and corporate functions.

The successful candidate will design and lead a modern, cloud-based data and digital ecosystem grounded in governance, quality, and automation-enabling scalable insight, AI-drivendecision-making,andenhancedclientengagementacrossInspereX’sCapitalMarkets, Institutional Sales, Distribution, and Wealth divisions., · Build and maintain a modern cloud-based data architecture leveraging Azure, Snowflake,PowerBI,APIs,andmicroservicestoenableanalytics,automation,and scalability.

· Overseereferencedata,metadatamanagement,andmasterdataintegration for consistent and trusted enterprise-wide data assets.

· Serve as the central AI and machine learning leader, embedding intelligenceintoworkflows,dataplatforms,anddecisionprocessesenterprise-wide.

· Advancepredictiveanalyticsandautomationtoenhanceclientengagement,sales effectiveness, and operational efficiency.

· PartneracrossbusinesslinestoaccelerateadoptionofAI,includingGenAI-driven productivity, personalization, and process automation.

· PromoteResponsibleAIpracticesandcompliancewithFINRA,SEC,andSOC regulatory frameworks.

· DrivetheevolutionofBIandvisualizationcapabilities(PowerBI,Tableau)topromote data democratization and self-service analytics.

1. Sales,Marketing,andCorporateSystems

· OverseeSalesforce,Sitecore,MarTech,andrelatedenterprisesystemssupportingsales, marketing, distribution, and corporate functions.

· Managedigitalportals,microsites,andCRMintegrationstosupportrevenuegrowth, client experience, and brand consistency.

· PartnerwithSales,Distribution,andMarketingleadershiptoenabledata-driven targeting, campaign analytics, and client engagement insights.

· IntegrateAIandanalyticsintosalesworkflowstoimprovesegmentation,leadscoring, cross-sell opportunities, and advisor productivity.

· Driveadoptionofautomation,workfloworchestration,andlow-code/no-codesolutions (Power Apps, RPA) to streamline sales and marketing processes.

· StrengthenCRMcapabilitiesanddigitalcollaborationtoolsacrossinstitutionalsales, distribution, and wealth channels.

· Ensurecohesivearchitectureandintegrationbetweenclient-facingsystemsandcoredata platforms under the OneTech model.

1. EnterpriseandCorporateSystems

· ProvidestrategicoversightforenterpriseapplicationssupportingFinance,HR,Legal,and Operations, ensuring consistent data integration and workflow efficiency.

· Partnerwithfunctionalleaderstomodernizecoresystems,streamlineprocesses,and improve user experience through automation and shared data services.

· Maintainaresilient, scalable,andsecuretechnologyenvironmentconsistent with

InspereX’sregulatoryandbusinesscontinuitystandards.

1. LeadershipandExecution

· Build,lead,andmentorhigh-performingteamsacrossdataengineering,analytics,AI, and enterprise applications.

· Collaboratewithseniorbusinessandtechnologyleaderstodefineandtrackmeasurable KPIs for data quality, AI adoption, and digital enablement success.

· DrivealignmentthroughtheOneTechoperatingmodel,ensuringtransparency, accountability, and delivery consistency across all technology domains.

· Managevendorrelationships,budgets,anddeliverytimelinesacrosstheData,AI,and Digital Enablement portfolio.

· ServeasastrategicadvisortotheCTOandExecutiveLeadershipTeamonenterprise data, AI, and digital transformation initiatives.

Artificial Intelligence (AI), Sales, Leadership, Marketing, Financial Compliance, Artificial Intelligence (AI), Data Analysis, Technology Sales, Corporate Sales, Salesforce.com, · Enterprise AI Leadership: Establishes a firmwide center of excellence for AI and analytics,bridgingdatascience,sales,anddigitaldeliveryacrossallbusinessfunctions.

· UnifiedLeadershipModel:Combinesdataintelligence,distributionenablement,and automation under a single accountable leader.

· OneTechAlignment:Reinforcesplatform-centricarchitecturebylinking data insights directly to client-facing and operational systems.

· EfficiencyandAcceleration:Reducesduplication,strengthensgovernance,and accelerates AI and automation adoption.

· ImprovedDecisionVelocity:EmbedsanalyticsandAIcapabilitiesdirectlyintosales, marketing, and operational workflows, driving faster, insight-driven outcomes., · 15+yearsofprogressiveleadershipindata,analytics,andenterprisetechnologywithin financial services, fintech, or capital markets.

· Provensuccesssupportinginstitutionalsales,distribution,andwealthmanagement technology platforms.

· Deepexpertiseindatagovernance,qualitymanagement,stewardship,andcloud-based data architectures.

· StrongtechnicalproficiencyinSalesforce,Sitecore,MarTechplatforms,Snowflake,and Power BI.

· Demonstratedsuccessimplementingreferencedataandmetadatamanagement frameworks in regulated environments.

· Hands-onexperiencewithmoderndataarchitecturesincludingdatalakes,APIs,and microservices.

· Provenrecordofdeliveringenterprise-scaleAI/MLintegrationintoworkflowsandclient engagement platforms.

· Knowledgeof regulatory andcompliancestandards(FINRA,SEC,SOC,NIST).

· Exceptionalcommunicationandexecutivestakeholdermanagementskills.

· Bachelor’sdegreeinComputerScience,InformationSystems,orrelatedfieldrequired;

advanceddegree(MSorMBA) preferred.

LeadershipCompetencies

· Visionary,strategicthinkerwhoconvertsdataandAIpotentialintomeasurablebusiness value.

· Collaborative,cross-functionalleaderwhodrivespartnershipbetweenbusinessand technology.

· CommittedadvocateforResponsibleAI,governance,anddataethics.

· Outcome-driven,disciplinedexecutivewhobalancesinnovationwithoperational excellence.