We are seeking a hands-on AI Consultant to join us here at Albany Beck to build our wealth management practice, supporting clients in identifying, designing, and delivering high-impact AI use cases across operational and client-facing functions.The role will focus on accelerating adoption of tools such as Microsoft Copilot and Claude, embedding practical GenAI solutions into day-to-day workflows, and driving measurable productivity improvements within wealth management environments.This is a fast-paced, delivery-focused role suited to someone who can quickly understand existing processes, identify opportunities for automation and AI enablement, and implement tangible improvements with minimal supervision. The successful individual will act as both an AI practitioner and enablement specialist, bridging the gap between business operations and emerging AI capabilities., AI Use Case Identification & DeliveryAnalyse current operational processes across wealth management functionsIdentify and prioritise AI opportunities using tools such as Copilot and ClaudeDefine use cases based on ROI, time savings, and operational impactDeliver quick-win automation and productivity improvements across teamsAI Enablement & AdoptionSupport teams in effectively using Copilot and Claude in daily workflowsDesign and deliver practical training and upskilling sessionsDrive adoption across slower-moving teams through hands-on supportAct as an internal AI champion, promoting best practice usageProcess Improvement & AutomationSupport automation of manual processes across middle office and operationsImprove efficiency in client onboarding, KYC, reporting, and documentation workflowsIdentify opportunities for document summarisation, data extraction, and workflow optimisationStakeholder EngagementWork closely with senior leadership and operational teamsTranslate business problems into AI-enabled solutionsProvide clear updates on progress, impact, and delivery outcomesHelp manage expectations in a fast-moving, delivery-focused environment
Core Experience2-5 years’ experience in AI, data, transformation, or business analysis rolesProven experience within financial services (ideally wealth management, asset management, or banking)Hands-on experience with Microsoft Copilot and/or Claude (or equivalent GenAI tools such as ChatGPT)Experience supporting AI adoption, automation, or digital transformation initiativesTechnical & Functional SkillsStrong understanding of GenAI use cases in business environmentsExposure to process improvement, workflow automation, or operational transformationAbility to translate business requirements into AI-driven solutionsFamiliarity with Microsoft 365, Copilot, Claude, or similar AI platforms
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