SVP, AI Platform & Automation

SVPAI015253_2About The CompanyWealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.SummaryThe SVP, AI Platform & Automation owns the AI infrastructure and automation capabilities across the firm. This role is responsible for building, delivering, and scaling AI-enabled solutions that drive efficiency, reduce cost, and enable new ways of working.This is a platform and execution role. Success is defined by the ability to deliver scalable, reusable capabilities and ensure they are adopted across the enterprise.Core ResponsibilitiesAI Infrastructure & PlatformOwn the enterprise AI platform, including Microsoft AI ecosystem (Azure AI, Copilot, Power Platform)Manage platform architecture, environments, and integrationsOwn licensing, cost management, and vendor relationships (e.g., Microsoft, Cyclotron)Ensure scalability, reliability, and performance of AI infrastructureAutomation & AI DeliveryLead delivery of AI and automation solutions across all business unitsBuild and deploy agents, workflows, and integrationsEnsure solutions are reusable and scalable across the organizationPartner with program management to drive execution timelines and outcomesExecution & ScaleEstablish a repeatable delivery model for AI and automation initiativesScale solutions across multiple business lines (“build once, reuse many times”)Continuously improve delivery speed, quality, and impactTraining & EnablementLead enterprise AI training and enablement programsEnsure responsible, secure use of AI toolsDrive adoption of AI-enabled workflows across the organizationAccountabilityAI infrastructure performance, scalability, and cost efficiencySpeed and quality of automation and AI deliveryReusability of solutions across business unitsEnterprise adoption of AI capabilitiesWhat This Role Does Not OwnBusiness ideation, prioritization, or opportunity pipelineBusiness stakeholder intake and alignmentData platform engineering or data pipeline ownershipBusiness reporting or analytics outcomesLeadership ProfileStrong builder and operator with a focus on executionDeep experience in AI, automation, and platform engineeringProven ability to deliver production-grade solutions at scaleStrong understanding of Microsoft ecosystem (Azure, Copilot, Power Platform)Ability to lead cross-functional delivery across business and technology teamsSuccess MetricsDelivery of AI and automation initiatives with measurable ROIReduction in manual processes and operational effortAdoption of AI-enabled workflows across the enterpriseEfficient management of AI platform costs and licensingScalability and reuse of delivered solutionsRole ObjectiveEstablish AI as a core infrastructure layer of the enterprise, enabling scalable automation and intelligent workflows that drive measurable business outcomes across the firmWhat We OfferWe're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $135,000 – $200,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Wealthspire is an inclusive Equal Employment Opportunity employer.