Job Specifications
The Head of Data, AI, and Digital Enablement is a senior leadership role responsible for advancing InspereX’s enterprise data, AI, and digital platform strategy—spanning data governance, analytics, sales technology, and corporate systems.
This role consolidates the functional responsibilities of the former Head of Data, Analytics, and AI and Head of Enterprise Systems positions. It integrates firmwide leadership of data and AI initiatives with direct ownership of Salesforce, Sitecore, MarTech, and related enterprise platforms that support sales, marketing, distribution, and corporate functions.
The successful candidate will design and lead a modern, cloud-based data and digital ecosystem grounded in governance, quality, and automation—enabling scalable insight, AI-driven decision-making, and enhanced client engagement across InspereX’s Capital Markets, Institutional Sales, Distribution, and Wealth divisions.
Scope of Responsibilities
Data, Analytics, and AI (Enterprise-Wide Leadership)
Lead the firm’s enterprise data strategy, analytics capabilities, and reporting framework, ensuring full alignment with business priorities across Capital Markets, Institutional Sales, and Wealth.
Establish and oversee a comprehensive data governance, quality, and stewardship program to ensure data accuracy, integrity, and accountability across business domains.
Build and maintain a modern cloud-based data architecture leveraging Azure, Snowflake, Power BI, APIs, and microservices to enable analytics, automation, and scalability.
Oversee reference data, metadata management, and master data integration for consistent and trusted enterprise-wide data assets.
Serve as the central AI and machine learning leader across InspereX, embedding intelligence into workflows, data platforms, and decision processes enterprise-wide.
Advance predictive analytics and automation to enhance client engagement, sales effectiveness, and operational efficiency.
Partner across business lines to accelerate adoption of AI, including GenAI-driven productivity, personalization, and process automation.
Promote Responsible AI practices and compliance with FINRA, SEC, and SOC regulatory frameworks.
Drive the evolution of BI and visualization capabilities (Power BI, Tableau) to promote data democratization and self-service analytics.
Sales, Marketing, and Corporate Systems
Oversee Salesforce, Sitecore, MarTech, and related enterprise systems supporting sales, marketing, distribution, and corporate functions.
Manage digital portals, microsites, and CRM integrations to support revenue growth, client experience, and brand consistency.
Partner with Sales, Distribution, and Marketing leadership to enable data-driven targeting, campaign analytics, and client engagement insights.
Integrate AI and analytics into sales workflows to improve segmentation, lead scoring, cross-sell opportunities, and advisor productivity.
Drive adoption of automation, workflow orchestration, and low-code/no-code solutions (Power Apps, RPA) to streamline sales and marketing processes.
Strengthen CRM capabilities and digital collaboration tools across institutional sales, distribution, and wealth channels.
Ensure cohesive architecture and integration between client-facing systems and core data platforms under the OneTech model.
Enterprise and Corporate Systems
Provide strategic oversight for enterprise applications supporting Finance, HR, Legal, and Operations, ensuring consistent data integration and workflow efficiency.
Partner with functional leaders to modernize core systems, streamline processes, and improve user experience through automation and shared data services.
Maintain a resilient, scalable, and secure technology environment consistent with InspereX’s regulatory and business continuity standards.
Leadership and Execution
Build, lead, and mentor high-performing teams across data engineering, analytics, AI, and enterprise applications.
Collaborate with senior business and technology leaders to define and track measurable KPIs for data quality, AI adoption, and digital enablement success.
Drive alignment through the OneTech operating model, ensuring transparency, accountability, and delivery consistency across all technology domains.
Manage vendor relationships, budgets, and delivery timelines across the Data, AI, and Digital Enablement portfolio.
Serve as a strategic advisor to the CTO and Executive Leadership Team on enterprise data, AI, and digital transformation initiatives.
Qualifications and Leadership Competencies
15+ years of progressive leadership in data, analytics, and enterprise technology within financial services, fintech, or capital markets.
Proven success supporting institutional sales, distribution, and wealth management technology platforms.
Deep expertise in data governance, quality management, stewardship, and cloud-based data architectures.
Strong technical proficiency in Salesforce, Sitecore, MarTech platforms, Snowflake, and Power BI.
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