About the Company:
Wealthspire 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.
Summary:
The 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 Responsibilities:
AI Infrastructure & Platform
- Own the enterprise AI platform, including Microsoft AI ecosystem (Azure AI, Copilot, Power Platform)
- Manage platform architecture, environments, and integrations
- Own licensing, cost management, and vendor relationships (e.g., Microsoft, Cyclotron)
- Ensure scalability, reliability, and performance of AI infrastructure
Automation & AI Delivery
- Lead delivery of AI and automation solutions across all business units
- Build and deploy agents, workflows, and integrations
- Ensure solutions are reusable and scalable across the organization
- Partner with program management to drive execution timelines and outcomes
Execution & Scale
- Establish a repeatable delivery model for AI and automation initiatives
- Scale solutions across multiple business lines (“build once, reuse many times”)
- Continuously improve delivery speed, quality, and impact
Training & Enablement
- Lead enterprise AI training and enablement programs
- Ensure responsible, secure use of AI tools
- Drive adoption of AI-enabled workflows across the organization
Accountability
- AI infrastructure performance, scalability, and cost efficiency
- Speed and quality of automation and AI delivery
- Reusability of solutions across business units
- Enterprise adoption of AI capabilities
What This Role Does Not Own
- Business ideation, prioritization, or opportunity pipeline
- Business stakeholder intake and alignment
- Data platform engineering or data pipeline ownership
- Business reporting or analytics outcomes
Leadership Profile
- Strong builder and operator with a focus on execution
- Deep experience in AI, automation, and platform engineering
- Proven ability to deliver production-grade solutions at scale
- Strong understanding of Microsoft ecosystem (Azure, Copilot, Power Platform)
- Ability to lead cross-functional delivery across business and technology teams
Success Metrics
- Delivery of AI and automation initiatives with measurable ROI
- Reduction in manual processes and operational effort
- Adoption of AI-enabled workflows across the enterprise
- Efficient management of AI platform costs and licensing
- Scalability and reuse of delivered solutions
Role Objective:
- Establish AI as a core infrastructure layer of the enterprise, enabling scalable automation and intelligent workflows that drive measurable business outcomes across the firm.
What We Offer:
We'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.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What We Do
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
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