AI Product Lead - Employee Benefits, Financial Services & Sales

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an AI Product Lead – Employee Benefits, Financial Services & Sales based in the United States.

The AI Product Lead will define and drive the AI strategy and operational excellence roadmap across Employee Benefits and Financial Services, while supporting AI adoption within Sales.
This role focuses on identifying opportunities to transform business operations through practical, scalable AI solutions that deliver measurable results.
Working closely with senior leaders and cross-functional teams, you will translate emerging technologies into initiatives that improve efficiency, productivity, and client experiences.
You will oversee the full AI initiative portfolio, from identifying and prioritizing use cases to implementation, evaluation, and continuous improvement.
The position also plays a key role in technology selection, vendor partnerships, responsible AI governance, and organizational change management.
By combining business expertise with technological innovation, you will help strengthen operational capabilities, support sustainable growth, and advance enterprise-wide collaboration.

Accountabilities

You will lead AI strategy and execution across Employee Benefits and Financial Services, ensuring initiatives align with business priorities, operational needs, and enterprise standards. Your responsibilities will include:

Develop and execute AI strategies and roadmaps for Employee Benefits and Financial Services, aligned with practice objectives, technology systems, and growth priorities.

Partner with practice leaders to identify, evaluate, prioritize, and implement practical AI use cases.

Support AI adoption across Sales teams to improve productivity, client engagement, and commercial effectiveness.

Establish and manage AI operating processes, including initiative intake, prioritization, budget recommendations, and progress reporting.

Oversee the AI initiative portfolio, determining which projects should be prioritized, scaled, redesigned, or discontinued.

Translate AI-driven productivity improvements into measurable outcomes for client experience, operational efficiency, colleague capacity, and business growth.

Represent business needs in enterprise decisions regarding AI platforms, licensing, vendors, integrations, data readiness, and build-versus-buy strategies.

Lead AI enablement initiatives through internal communication, training, upskilling, and adoption programs.

Ensure AI initiatives comply with responsible AI standards, including privacy, security, regulatory compliance, and vendor risk management requirements.

Develop business cases and monitor adoption, productivity, financial performance, and client impact metrics.

Track developments in AI, insurance, employee benefits, financial services, and regulatory environments, translating relevant trends into actionable recommendations.

Manage relationships with AI vendors, consultants, and strategic partners.

Participate in enterprise AI councils, champion networks, and cross-functional working groups to promote collaboration and innovation.

Requirements

The ideal candidate combines strong business and financial services expertise with hands-on experience in AI implementation, operational transformation, and stakeholder management. You should bring:

A bachelor's degree in Business Administration, Technology, Data Science, Artificial Intelligence, Engineering, Organizational Development, or a related discipline. A master's degree or relevant professional certification is preferred.

At least 7 years of progressive professional experience, including 3 or more years in Employee Benefits or Financial Services.

A minimum of 2 years of experience in AI or automation, including prototype development, evaluation and acceptance criteria, vendor management, solution architecture, and budget oversight.

Experience in business transformation, technology-enabled operations, consulting, or insurance brokerage, with a proven ability to lead cross-functional initiatives.

A demonstrated track record of delivering measurable results through AI implementation, operational improvements, or technology-enabled transformation.

Working knowledge of AI regulations, ethical AI principles, data governance, and privacy and security requirements.

Strong business, insurance, and financial acumen, including experience developing business cases, managing budgets, and tracking return on investment.

Excellent stakeholder management and influencing skills, with the ability to build consensus and drive decisions across a complex, matrixed organization.

Strong communication and presentation skills, including the ability to translate complex technical concepts into clear business recommendations.

Relevant AI, technology, risk management, or business leadership certifications are an advantage.

Applicable professional licenses, where required.

Benefits

Annual salary ranging from $200,000 to $260,000, plus bonus opportunities.

Comprehensive medical, dental, and vision insurance coverage.

Life and disability insurance.

401(k) retirement savings plan.

Generous paid time off.

Professional development and career growth opportunities.

Fully remote work arrangement within the United States.

Opportunities to collaborate with teams and leaders across a national organization.

Frequent travel to other offices and client meetings.