Senior AI Transformation - WM&I
About the role
IT STARTS HERE
a global, high-impact brand
technology-driven organization
Together
customer-centric transformation
thinking, innovation
courage to challenge
to grow, learn, and make a real difference
people and businesses prosper
The Wealth Management & Insurance division
Wealth Management & Insurance
shaping the way we work
through innovation, cutting-edge technology, collaboration and the freedom to explore new ideas. To succeed in this role, you will be responsible for:
- Define and execute AI transformation plans for one or more WM&I domains, ensuring alignment with business priorities, platform strategy and governance expectations.
- Identify, qualify and prioritise AI use cases across the wealth lifecycle, including banker productivity, advisory support, knowledge management, document automation, operational efficiency and control enhancements.
- Translate business pain points into actionable AI solutions, including prompt patterns, Copilot experiences, agent workflows, automation playbooks and adoption journeys.
- Lead discovery workshops with senior stakeholders and frontline teams to map activities, redesign processes and define measurable AI-enabled target ways of working.
- Build business cases, adoption roadmaps and KPI frameworks to evidence efficiency, revenue, risk reduction, user adoption and quality impacts.
- Coordinate delivery with Data & AI, Engineering, Cyber, Risk, Compliance, Legal and vendor teams to ensure solutions are scalable, secure, compliant and reusable across geographies.
- Act as a trusted advisor to WM&I leaders on AI adoption, prompt engineering, change management and responsible AI practices, while developing enablement materials, communities of practice and training approaches that accelerate adoption.
WHAT YOU’LL BRING
enabling teams to go beyond
Professional Experience
- Typically 6+ years of experience in business transformation, management consulting, product management, data, technology, operations or innovation within financial services or another regulated environment (Required)
- Proven experience translating business needs into technology-enabled transformation initiatives and managing senior stakeholders across multiple functions (Required)
- Hands-on experience using generative AI tools, copilots, automation platforms, data products or digital productivity solutions in a business context, including defining KPIs, adoption metrics, business cases and impact reporting (Preferred)
Education
- Bachelor's degree or equivalent demonstrated experience in Engineering, Data Science, Computer Science or a related field (Required)
- Postgraduate qualification in Digital Transformation, Artificial Intelligence, Analytics, Strategy or Financial Services (Preferred)
Languages
- Fluent English (Required)
- Fluent Spanish and/or additional languages relevant to a global WM&I environment (Preferred)
Skills
- Strong understanding of Generative AI, Copilot-style productivity tools, agentic workflows, prompt engineering and AI adoption patterns (Required)
- Ability to map processes, identify automation opportunities, redesign operating models and define business cases, prioritisation criteria and KPI frameworks for AI-enabled transformation (Required)
- Working knowledge of responsible AI, data protection, cyber, third-party and model governance considerations in a regulated environment; experience with Microsoft Copilot, Azure AI, OpenAI-based platforms, Power Platform or workflow automation is preferred (Preferred)
Soft Skills
- Excellent senior stakeholder management, executive communication and facilitation skills
- Strong delivery discipline and ability to coordinate multidisciplinary teams across business, technology and control functions from ideation through measurable adoption
- Strategic judgement, autonomy, ownership and ability to structure ambiguity, prioritise competing demands and influence senior decision-makers
Your contribution matters
the impact you create
and the value you deliver. But we know rewards go beyond numbers. We enable our teams to go beyond through global opportunities and broad career paths.
- Flexibility that works. Enjoy a hybrid working model - some days remote, some days onsite with your team - along with flexible hours.
•
Learning for life
Open Academy
(www.santanderopenacademy.com)
- Competitive rewards. Receive a
,
motivating you to keep growing with us.
- Financial advantages. Benefit from
preferential banking terms, special interest rates
on loans, life insurance, and more .
- Your health is our priority. Through
, our global wellness programme, we promote Holistic wellbeing
.
- We know family is everything
. That's why we offer childcare support and family-friendly programmes tailored to each life stage .
•
Always by your side.
Santander Contigo
benefits
And that’s only the beginning—we’ll tell you more when you join!
keep you motivated
LOCAL COMPLIANCE
WHAT TO DO NEXT
Skills
Who can apply
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