Managing Director, AI Strategy & Readiness

Managing Director, AI Strategy & Readiness

About the Company

Provider of specialized finance solutions for businesses & individuals across various industries

Industry
Financial Services

Type
Privately Held

Founded
2000

Employees
501-1000

Categories

• Consulting & Professional Services
• Accounting
• Accounting & Accounting Services
• Business Services
• Private Equity
• Financial Services
• Financial Advisers
• Management Services
• Tax Law
• Property Appraisal
• Automation Software
• CFO Services
• Risk Analysis
• Real Estate
• Manufacturing
• Banking
• Healthcare
• Life Sciences
• CPA Services
• Tax Services
• Financial Accounting
• Billing Management
• Professional Services

Specialties

• rpa
• valuation
• technical consulting
• interim management
• corporate tax
• private equity services
• software and services
• healthcare and sciences
• financial services and banking
• life sciences
• risk advisory
• real estate and reits
• manufacturing
• community banking
• technology
• it risk advisory
• robotic process automation
• finance transformation
• and cfo services

Business Classifications

• B2B
• Marketplace
• B2C

About the Role

The Company is seeking a Managing Director for AI Strategy and Readiness. This founding leader will be responsible for the end-to-end delivery of AI and data readiness assessments, including scoping, maturity scoring, findings synthesis, roadmap, and business case development. The role involves leading a team, originating and shaping opportunities, and owning C-suite and board-level readouts. The successful candidate will be the senior voice in the room on AI strategy, with a focus on building the practice and team. Key responsibilities include designing and improving assessment instruments, as well as partnering with other leaders to convert diagnostic findings into delivery and program engagements. Applicants must have a minimum of 12 years' experience in management consulting or advisory, with a strong background in transformation or the Office of the CFO. The ideal candidate will have a proven track record of originating, shaping, and selling advisory work, and have personally led multiple assessment, operating model, or strategy engagements. Deep working fluency in the enterprise AI landscape, including large language models and adoption dynamics, is essential. Experience in C-suite workshop design, private equity deal-team or portfolio company exposure, and a history of building a practice or service line from an early stage are also highly valued. The role requires exceptional communication skills and the ability to thrive in a fast-paced, dynamic environment.

Hiring Manager Title
Head of AI Services

Functions

• Strategy
• Data Management/Analytics