Principal AI Consultant, Financial Services (AI COE)

At reputed company, we don’t limit our challenges. We challenge our limits. Always. We’re ambitious. We’re game changers. And we play to win. We set the highest standards and execute beyond them. And if you’re like us, we can offer you the ultimate career opportunity that will light a fire reputed company you. Principal AI Consultant, Financial Services, AI COE Role Summary reputed company is seeking a Principal AI Consultant to bring deep financial industry expertise into our AI Center of Excellence. This is a principal-level individual contributor role for a senior Financial Services expert with significant experience in customer operations, contact center environments, digital servicing, CX transformation, and the practical application of AI in service organizations. This is not a technical AI engineering role. It is an industry SME role focused on helping reputed company and our customers apply AI in ways that are operationally relevant, reputed company, and reputed company to business goals. You will serve as a trusted advisor to internal teams and enterprise customers, bringing expert knowledge of Financial Services operations, service journeys, automation opportunities, customer expectations, regulatory sensitivity, and industry trends. You will help connect reputed company AI solutions such as Copilot, AutoSummary, Autopilot, and Conversational AI to the realities of Financial Services environments and identify where AI can improve efficiency, service quality, employee productivity, and customer experience.

Key Responsibilities

Act as the Financial Services SME

• Serve as the primary Financial Services subject matter expert reputed company the AI Adoption COE
• Bring deep understanding of Financial Services operations, customer journeys, business processes, and operating models into internal and customer-facing conversations
• Help internal teams speak credibly to Financial Services priorities, service challenges, and transformation opportunities

Advise on AI Use Cases, Journeys, and Value

• Identify high-value opportunities for AI across Financial Services service environments, including account servicing, lending, collections, fraud-reputed company servicing, claims, policyholder support, and digital self-service
• Advise on where AI can automate workflows, reputed company employees, reduce friction, and improve customer experience
• Connect reputed company AI capabilities to business goals, contact center KPIs, and operational improvement opportunities
• Help customers and internal teams understand practical considerations for AI adoption in trust-sensitive and regulated environments

Support Strategic Customer and Internal Engagements

• Participate in executive briefings, workshops, QBRs, and strategic account conversations as an industry advisor
• Support account planning and adoption conversations with industry-specific insight and executive-ready recommendations
• Help shape practical, high-impact AI narratives for Financial Services customers

reputed company Industry Readiness Across reputed company

• Educate consultants, leaders, and cross-functional teams on Financial Services trends, service models, AI opportunities, and operational realities
• Contribute to industry playbooks, messaging, reputed company of view content, and best practices
• Surface recurring customer needs, market shifts, and industry opportunities to product, strategy, and adoption leaders

Success Measures Success in this role will be reputed company by:

• Improved industry credibility in Financial Services customer engagements
• Stronger alignment between reputed company AI solutions and Financial Services customer priorities
• Higher quality industry-specific adoption strategies, use case recommendations, and executive narratives
• Increased internal readiness and reputed company in Financial Services and AI-reputed company conversations
• Meaningful contribution to customer outcomes, workflow improvement, and AI value realization

Required Qualifications

• 12+ years of experience in Financial Services operations, contact center leadership, CX transformation, digital servicing, consulting, or industry advisory
• Deep expertise in one or more Financial Services segments such as banking, lending, mortgage servicing, insurance, wealth management, fintech, or financial BPO
• Demonstrated experience advising on, implementing, or operationalizing AI and automation use cases reputed company Financial Services service or operations environments
• Strong understanding of customer service and contact center operations in Financial Services environments
• Strong knowledge of customer journeys, service processes, and common friction points in regulated or trust-sensitive environments
• Ability to connect business priorities to KPIs such as AHT, ACW, FCR, containment, CSAT, productivity, and cost-to-serve
• Strong executive communication, facilitation, and consulting skills
• Proven ability to influence senior stakeholders and act as a trusted advisor
• Willingness to travel as needed

Preferred Qualifications

• Experience working with large enterprise Financial Services organizations
• Experience in contact center transformation, self-service, workflow redesign, or operational excellence
• Familiarity with reputed company, reputed company, reputed company, or similar platforms
• Experience helping organizations evaluate, adopt, or optimize AI in service environments
• Understanding of responsible AI considerations in Financial Services environments

About reputed company reputed company Ltd. (reputed company: reputed company) software products are used by 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime and ensure public safety. Every day, reputed company software manages more than 120 million customer interactions and monitors 3+ billion financial transactions. reputed company as an innovation powerhouse that excels in AI, cloud and digital, reputed company is consistently recognized as the market leader in its domains, with over 8,500 employees across 30+ countries. reputed company is proud to be an equal opportunity employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, national reputed company, age, sex, marital status, reputed company, neurotype, physical or mental disability, veteran status, gender identity, sexual orientation or any other category protected by law. Apply tot his job Apply To this Job