AI Discovery Specialist

Job Description

Location: Hybrid / Remote

Duration: April-December, plus possible extensions

Industry: Wealth Management / Financial Services

We are seeking an AI Discovery Specialist to act as the critical bridge between business teams and AI-driven solutions. This role is responsible for deeply engaging with business stakeholders across the wealth management organization to identify, reframe, and translate business problems into AI-enabled opportunities.

The AI Discovery Specialist will evaluate where and how artificial intelligence can be applied throughout business processes, develop compelling business cases, create proofs of concept (POCs), and deliver data-driven insights through clear analysis and executive-ready presentations. This role is exploratory, consultative, and strategically focused on determining if and where AI should be used before full-scale development begins.

Key Responsibilities

• Business Engagement and Problem Discovery

• AI Opportunity Assessment

• Business Case Development

• Proof of Concept (POC) Creation

• Analysis and Storytelling

• Collaboration and Governance

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

• 5+ years of experience in business analysis, strategy, consulting, product discovery, or innovation roles.

• Experience working with or around AI, data science, analytics, or advanced technology initiatives.

• Strong ability to translate ambiguous business problems into structured problem statements.

• Proven experience creating business cases, POCs, analyses, and executive presentations.

• Excellent communication skills with the ability to influence both technical and non-technical stakeholders. - Experience within wealth management, asset management, banking, or financial services.

• Familiarity with AI techniques such as machine learning, generative AI, NLP, or intelligent automation.

• Consulting or internal strategy background.

• Experience working in regulated environments.

• Strong storytelling and visualization skills (PowerPoint, Excel, analytics tools).