AI & Digital Tools Adoption Lead

Posted 4 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Fintech • Software • Financial Services
The Role
Lead enterprise AI adoption across client-facing teams: act as SME for ChatGPT/Claude/Copilot/AskDex, build use-case library, run user community, create AI agents and workflows, measure adoption and impact, and ensure alignment with governance, risk and responsible AI standards while reporting to executive leadership.
Summary Generated by Built In

AI is reshaping professional services, and few organisations are moving as fast as Findex. We’re hiring an AI & Digital Tools Adoption Lead to own how AI gets used across our client-facing teams, at one of Australasia’s largest accounting, advisory and wealth firms: 2,500 people, 100+ offices. 
 
You’ll shape how Findex competes in an AI-enabled future, freeing our people from execution-heavy work so they can focus on what really adds value for clients. 
*This is a 12-month max term opportunity available in Sydney or Melbourne. 
 
The role 

This isn't a training design role, and it's not a back-office IT function. You'll be the go-to expert on ChatGPT, Claude, Microsoft Copilot and AskDex — helping Audit, Tax, Advisory and Wealth teams turn AI potential into real client outcomes. 

You'll:

  • Be the subject matter expert powering AI enablement across the business
  • Build a library of proven use cases: audit automation, tax research, advisory insights, and more
  • Lead our AI user community: Q&A, show-and-tell sessions
  • Track adoption and impact, and report results to executive leadership
  • Build AI agents and workflows that solve real business problems
  • Keep everything aligned to governance, risk and responsible AI standards

 
What you'll bring

  • Deep hands-on expertise with enterprise AI tools: prompt engineering, agent building, workflow automation
  • A track record of driving AI adoption in a large organisation
  • Confidence explaining technical concepts to non-technical stakeholders
  • Strong influence skills - you can move people without direct authority
  • Experience in professional services or a regulated industry (highly regarded)
  • Change management certification, e.g. PROSCI (highly regarded) 
     

Our Impact: Why Findex? 
At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference 

For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences. 
 
For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

Skills Required

  • Deep hands-on expertise with enterprise AI tools (prompt engineering, agent building, workflow automation)
  • Track record of driving AI adoption in a large organisation
  • Ability to explain technical concepts to non-technical stakeholders
  • Strong influence skills; ability to move people without direct authority
  • Knowledge of governance, risk and responsible AI standards
  • Experience in professional services or a regulated industry
  • Change management certification (e.g., PROSCI)
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The Company
HQ: Melbourne, Victoria
2,022 Employees

What We Do

We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.

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