Role Summary The AI Solutions Specialist is the firm's in-house translator between business needs and AI capability. You will work directly with teams across the firm — investments, finance, legal, operations, and others — to identify where AI can make a meaningful difference, then take ownership of making that happen. Sometimes that means sourcing and deploying an off-the-shelf tool. Some of the time it means building a lightweight automation or agentic workflow yourself. Most of the time it means doing both.
This is not a purely technical role, and it is not a purely project management role. You are someone who is energized by moving between both worlds fluidly. You are comfortable sitting in a meeting with a department head to understand a workflow problem, then switching to a development environment to prototype a solution the same afternoon. You bring structure to ambiguity, move quickly without cutting corners on quality, and communicate clearly with people at every level of technical fluency.
This is the firm's first dedicated AI hire. You will be building something from the ground up, which means real ownership and visible impact — and requires someone who is self-directed and comfortable defining their own priorities alongside the Director of Technology.
What You Will Do Identify & prioritize AI opportunities • Embed regularly with departments across the firm to develop a deep understanding of their workflows, pain points, and goals. • Proactively surface AI use cases — don't wait to be asked. Bring ideas to the Director of Technology and department heads with a clear rationale for expected impact. • Maintain a running prioritized backlog of AI opportunities, balancing effort, readiness, and business value. • Stay current on the evolving AI tool landscape and map new capabilities to firm-specific needs on an ongoing basis.
Source & manage AI tools and vendors • Research, evaluate, and recommend off-the-shelf AI products and platforms suited to specific departmental needs. • Manage vendor relationships, trials, procurement processes, and contract renewals in coordination with the Director of Technology. • Develop and apply a consistent evaluation framework — covering functionality, security, data handling, integration complexity, and cost — for every tool under consideration. • Maintain documentation of all deployed tools, their owners, usage metrics, and renewal timelines.
Run pilots & measure outcomes. • Design and manage structured pilots for new AI tools and solutions, with clear success criteria defined upfront. • Track adoption and outcome metrics throughout each pilot and produce concise readouts for the Director of Technology and relevant stakeholders. • Make clear go/no-go recommendations based on evidence, not enthusiasm. • Build the firm's internal knowledge base of what has worked, what hasn't, and why — so future decisions get faster and smarter.
Build lightweight solutions & automations • Design and build agentic workflows, prompt pipelines, and lightweight automations that address specific business needs without requiring full engineering team involvement. • Work with APIs, no-code/low-code platforms, and LLM frameworks (e.g. LangChain, LangGraph, or equivalent) to prototype and deploy solutions quickly. • Know when to build and when to buy — and make that call clearly and early. • Hand off more complex builds to the AI engineering team with well-documented specs and context, and stay engaged through delivery.
Translate business needs into technical specs • Serve as the bridge between departments and the engineering team — converting business requirements into clear, actionable technical briefs. • Run discovery sessions with stakeholders to surface the real problem beneath the stated request. • Write specifications that an engineer can build from without needing a follow-up meeting to understand the intent. • Own the feedback loop between departments and technical teams throughout delivery, managing expectations on both sides.
What We Are Looking For Required qualifications • 3–6 years of experience in a role that meaningfully combined technology, project or product management, and business-facing work — this could be a product manager at a software company, a technology consultant, a business analyst with strong technical skills, or a similar profile. • Hands-on experience working with AI tools and platforms in a professional context — you have deployed or configured AI-powered solutions, not just used consumer products. • Practical ability to build with AI: you are comfortable working with APIs, writing prompts at a systems level, and using LLM orchestration tools to create functional workflows. • Strong project management instincts — you can scope work, set timelines, manage stakeholders, and deliver without heavy oversight. • Excellent written and verbal communication. You write clearly, structure information well, and can adjust your register for a non-technical executive or a software engineer. • Genuine curiosity about how businesses work and what makes people's jobs harder than they need to be.
Strongly preferred • Experience in financial services, professional services, or a similarly structured, detail-oriented environment. • Familiarity with agentic AI concepts and frameworks — LangChain, LangGraph, AutoGen, or equivalent. • Experience with no-code/low-code automation platforms (e.g. Zapier, Make, n8n, Microsoft Power Automate). • Exposure to enterprise AI tools such as Microsoft Copilot, Glean, Harvey, Notion AI, or similar. • Experience running vendor evaluations or managing SaaS procurement. • Formal project management credentials (PMP, CAPM, or equivalent) or product management experience.
The right person for this role • Moves fluidly between a stakeholder conversation and a technical environment — and finds both genuinely interesting. • Is energized by ambiguity and the opportunity to define something new, not slowed down by it. • Defaults to action: you'd rather build a rough prototype to make the idea concrete than spend three weeks writing a requirements document. • Holds themselves to a high standard on follow-through — when you say something is going to happen, it happens. • Is comfortable saying 'I don't know, but I'll find out' and equally comfortable saying 'this isn't the right solution' when the evidence points that way. • Understands that in a family office environment, trust, discretion, and sound judgment matter as much as output.
What Success Looks Like In your first 90 days: • You have met with every major department and built a clear picture of their workflows, frustrations, and appetite for AI adoption. • You have produced a prioritized map of AI opportunities across the firm, with a proposed sequencing for the first three pilots. • You have evaluated at least two AI tools end-to-end — from initial research through a structured trial — and delivered a recommendation with supporting rationale. • The Director of Technology and firm principals have a strong sense of your judgment and communication style.
In your first year: • At least 2–3 departments are actively using AI tools or automations you sourced, piloted, or built — with measurable improvement in their workflows. • You have established a repeatable process for evaluating, piloting, and deploying AI solutions that others in the firm understand and trust. • You are seen across the firm as the go-to person when someone has an idea about how AI could help — and your recommendations carry weight. • The case for expanding the AI function is clear, evidenced by the outcomes you have generated in year one.