Company Overview
Our client is a leading financial services company that has been empowering independent financial professionals nationwide for over four decades, specializing in insurance and wealth solutions. The organization operates with an entrepreneurial, flat structure, emphasizing mentorship, innovation, and an insatiable desire to win, recently earning recognition as a local “Best Place to Work.” As a family of companies, they are experiencing substantial year-over-year growth, and the firm is expanding its physical footprint to support future scale. We are seeking a Director of Artificial Intelligence to serve as an AI visionary, driving the holistic integration of technology to capture the next era of competitive advantage. This is an onsite opportunity in the Charlotte, NC Metro Area.
Position Overview
This is a highly strategic, high-impact role offering a unique opportunity to act as the organization’s AI visionary and shape its competitive future. Reporting directly to the executive leadership team, you will design and execute the holistic AI roadmap, providing immediate and deep visibility across every core business function. This role is expected to generate massive efficiency gains and innovate within their custom suite of products to add AI-enabled solutions.
Position Responsibilities
• Develop the comprehensive AI roadmap and guide the strategic “build vs. buy” decision-making process for all AI initiatives across the organization.
• Lead the creation of an “AI-first” culture across the business, driving change management and serving as a consultative service provider to all functional departments.
• Drive measurable efficiency gains by automating time-intensive human tasks, such as streamlining operational status updates and reducing long wait times.
• Strategically utilize the base architecture (AWS and Snowflake) to connect proprietary data systems to extract meaningful data and enable predictive analytics.
• Implement Large Language Models (LLMs) and other AI tools to fast-track data extraction for sales teams and automate strategic marketing deliverables for independent financial advisors.
• Collaborate closely with operations and engineering leadership to increase speed to market for technology deliverables and help developers evolve their coding practices more efficiently.
• Define and track measurable metrics, focusing on strategic advantage, increased output, and ensuring the initiatives enhance the value proposition for attracting new customers.
Position Qualifications
Required:
• Proven track record of defining and executing large-scale AI or digital transformation strategies that yield measurable ROI.
• Deep, demonstrable experience with cloud and data architectures, specifically AWS and Snowflake.
• Exceptional communication, polish, and consultative skills; proven ability to serve as a translator between technical teams and business leaders.
• Wide knowledge of the current AI marketplace, vendors, and resources to guide strategic outsourcing decisions.
• Demonstrated ability to lead change management and operate effectively within a flat, fluid, and entrepreneurial environment.
Preferred:
• Prior experience in high-growth, technology-enabled environments.
• Educational background in Engineering or Computer Science.
If you are a visionary AI leader ready to define the future of an established, high-growth organization, we encourage you to apply. This is a unique chance to join a collaborative executive team and make an immediate, profound impact on both efficiency and strategic growth. Apply now, and a member of Talentfoot’s recruitment team will be in touch should your track record of success, experience, skills, and qualifications match our client’s requirements.
Talentfoot Overview
Talentfoot Executive Search specializes in future proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com.