AI & Automation Lead jobs in United States
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Aspen Standard Wealth · 8 hours ago

AI & Automation Lead

Aspen Standard Wealth is building a national RIA platform and is seeking an AI & Automation Lead to apply automation and AI across their business. This role will focus on identifying, designing, and implementing AI-enabled solutions to drive productivity and improve revenue outcomes.

Financial Services
Hiring Manager
Stephanie Moncada
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Responsibilities

Map and analyze business processes across the organization to identify high-impact opportunities for AI and automation
Develop a clear plan and “heat map” of where AI can drive the greatest cost, productivity, experience, and revenue impact
Apply existing AI and automation tools to streamline workflows, reduce process steps, and improve operational efficiency
Partner closely with leaders and teams across functions to understand operational needs and translate them into practical AI-enabled solutions
Measure, track, and report on the results and impact of AI and automation initiatives

Qualification

AI implementationAutomation toolsProcess optimizationBusiness process mappingOutcome measurementInnovationBusiness insights

Required

2–5 years of professional experience leading or championing AI, automation, or process optimization initiatives within a business
Experience mapping business processes, gathering requirements, or driving process improvement (e.g., product management, operations, consulting, or process optimization roles)
Demonstrated ability to measure and report on the outcomes of implemented solutions
You generate and apply novel ideas that create value by challenging assumptions
You understand how the business creates value and how long-term decisions affect customers, economics, and outcomes

Benefits

Medical, Dental, and Vision Insurance
Health Savings Account (HSA) with employer contributions
Commuter Benefits
401(k) Plan with a 4% employer match
Life Insurance Coverage

Company

Aspen Standard Wealth

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Aspen Standard Wealth is building a family of RIAs that empower leaders and their businesses to build long-term value and fulfillment.

Funding

Current Stage
Early Stage
Company data provided by crunchbase