About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Rothschild & Co – Wealth Management UK, Data & AI
At Rothschild & Co Wealth Management, we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth. We provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.
The Business Applications team support the WMUK business to define and build new IT Services to meet rapidly evolving business needs and support the businesses ambitious growth.
The AI Lead role will report into the Wealth Management UK Data & AI lead and will work closely with the key business stakeholders across Wealth Management UK as well as Group IT and local technology teams in our other locations.
Role Overview
The AI Delivery & Platform Lead is responsible for helping WMUK build, operate and continuously mature its AI platform and AI delivery capability.
The role combines strategic thinking, platform leadership, solution delivery and team leadership. Working closely with business stakeholders, technology teams, Group Digital, governance functions and external partners, the postholder will translate AI opportunities into scalable business solutions that deliver measurable outcomes.
The role is accountable for the successful delivery of AI use cases, the evolution of the AI platform, and the development of delivery standards, reusable components and operating practices required to enable AI at scale across WMUK.
The role is based in London but occasionally you may be expected to travel to other locations as the role demands.
Key Responsibilities
AI Strategy & Roadmap
- Support the definition and execution of the WMUK AI strategy, translating it into a clear roadmap and investment priorities.
- Present progress, risks and recommendations to senior governance forums, driving alignment and decisions across stakeholders.
- Monitor developments in AI technology, regulation and market practice and assess their implications for WMUK.
AI Platform Leadership
- Lead the design, build and continuous improvement of WMUK’s AI platform.
- Define reusable components, development standards and deployment practices that enable scalable, secure and supportable solutions aligned with enterprise architecture.
- Evaluate AI technologies, services and vendors and recommend where they should be adopted or integrated.
- Manage platform dependencies and coordinate delivery across WMUK, Group functions and external partners.
AI Solution Delivery
- Lead AI use cases from discovery and proof of concept through MVP, production deployment and adoption.
- Ensure solutions deliver measurable business outcomes and reuse platform capabilities and lessons learned.
- Embed regulatory, risk, security, auditability and control requirements throughout delivery.
- Maintain the documentation and architecture artefacts required to support effective governance and ongoing operation.
Team Leadership & Capability Development
- Provide day-to-day leadership for the AI delivery team, setting clear priorities and accountability.
- Strengthen delivery capability and ways of working, including coaching colleagues and building AI capability across WMUK.
- Promote a culture of innovation, ownership and continuous improvement.
Skills & Experience
Essential
- Significant experience delivering AI, analytics, automation or digital transformation initiatives.
- Experience building and operating enterprise technology platforms.
- Strong understanding of generative AI, agentic AI, machine learning and modern AI ecosystems.
- Experience managing multidisciplinary technology delivery teams.
- Experience translating business requirements into technology solutions.
- Strong stakeholder management and communication skills.
- Experience working within regulated environments with strong governance requirements.
- Ability to balance strategic planning with hands-on delivery leadership.
Highly Desirable
- Experience within wealth management, private banking or financial services.
- Experience with Microsoft AI technologies, Azure AI services, Copilot, Power Platform and data platforms.
- Knowledge of AI governance, Responsible AI frameworks and emerging AI regulation.
- Experience establishing AI delivery standards, frameworks and operating models.
Personal Attributes
- Ability to interact professionally with the full spectrum of stakeholders
- Self-motivated, determined and focussed to get the job done properly, using his/ her own initiative when a situation demands it
- A process-oriented individual, with strong management skills, who has the flexibility to thrive in a fast-paced, dynamic organization with high levels of technical complexity
- Detail oriented yet also pragmatic and able to balance conflicting and changing demands
- Ability to learn quickly with a “can do” attitude to turn challenges into opportunities
- Effective communicator who can adjust communication style to fit the audience and message. Providing timely information to help others across the organisation. Encourages the open express of diverse ideas and opinions
- Ability to work with stakeholders to develop initially ambiguously defined needs into real solutions
- Commercial awareness and knowledge of what is happening in the external market and how to make Technology a differentiator
- Emotional and Cultural Awareness in an international, distributed organisation.
