About Diversify:
Diversify is an advisor-founded, advisor-led wealth management firm that pairs institutional resources with a boutique, personalized experience. We are built for the long game, driven by innovation, focused on consistency, and committed to a remarkable experience for our advisors and the clients they serve. That commitment to innovation is why we are investing in AI.
Learn more about us at https://joindiversify.com.
About the Position:
The AI Innovation Specialist is a strategic, hands-on leader responsible for identifying, prioritizing, and delivering AI solutions that drive real productivity gains and smarter decisions across the organization. This role blends product ownership with practical AI execution, partnering with leaders and departments to turn business needs into working solutions. The ideal candidate is both strategic and hands-on, capable of moving from roadmap discussions to a working prototype in the same week. AI is changing faster than any technology we have seen. A core part of this role, not a side task, is continuously building your understanding of new AI capabilities and how they are reshaping wealth management, and turning that understanding into better solutions for our firm, advisors, and clients.
Your Impact:
- AI Strategy & Roadmap: Own the AI roadmap, identifying high-impact opportunities across departments and prioritizing them based on value, feasibility, and ROI.
- Continuous Learning & Industry Awareness: Actively track advancements in AI, with particular focus on wealth management, including new models and capabilities, how peer firms, custodians, and technology vendors are applying AI, and evolving regulatory guidance. Evaluate how promising options could fit our workflows and platforms, recommend what to adopt, build, or avoid, and share regular briefings with leadership, advisors, and staff on what is changing and what we should do about it.
- Prototyping & Delivery: Build and deploy AI-powered tools, copilots, agents, automations, and knowledge assistants using LLMs, integrations, and low-code platforms.
- Workflow Improvement: Spot inefficiencies and redesign workflows so AI is embedded in daily operations and teams are measurably more productive.
- Technical Stewardship: Support and evolve our cloud environment, integrations, access management, and basic security needs.
- Advisor Platform Ownership: Own the advisor-facing AI platform, including prompt library creation and governance, usage and adoption measurement, and oversight, in partnership with compliance, to keep advisor use consistent and supervisable. Train advisors and staff on best practices.
- Measurement & Communication: Define success metrics, report on outcomes, and give leadership clear, proactive updates.
Who You Are:
- 3+ years of experience in AI implementation, product management, digital transformation, automation, or a related role, with at least the last two years focused on AI work directly related to this position.
- Proven track record of identifying AI opportunities and delivering measurable process improvements.
- Creative, proactive, product-oriented mindset: you turn business problems into prioritized, high-impact solutions.
- Clear communicator who can align diverse stakeholders and explain technical concepts to non-technical audiences.
- Experience driving adoption of new tools among end users, with a focus on consistency and measurable usage.
- Intellectually curious by nature. You learn constantly because you want to, you have a clear habit for staying current, and you are comfortable with a field where today's best practice may be outdated in six months.
- Solution focused, flexible, and user-centric.
Your Toolkit:
- Deep practical knowledge of LLMs, prompt engineering, automation tools, and integrating AI into workflows.
- Familiarity with the wealth management technology landscape, or the curiosity to learn it quickly.
- Strong Python, JavaScript/TypeScript skills.
- Hands-on experience prototyping and implementing AI solutions, with comfort across low-code platforms, APIs, and cloud integrations.
- Coding or scripting experience is a plus.
- Exposure to RAG, workflow automation platforms, or predictive modeling is a plus.
- Working knowledge of data architecture, data lakes, data management, Postgres, and graph databases, and how agent-built software relies on them.
- Experience working in a highly regulated industry is a plus.
Benefits:
- Core Benefits - Medical with HSA and FSA options, dental, and vision.
- Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
- Great Team Culture - Team members consistently rave about having great colleagues.
- Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is an Equal Opportunity Employer.