Data & AI Lead

Posted 26 May 2025
SalaryBase Plus Super and Bonus
LocationSydney
Job type Permanent
DisciplineTechnology & Project Services
ReferenceBH-16372

Job description

Our client


Our client is seeking a Data & Technology Lead to drive firm-wide AI adoption and process automation. Seeking a professional with experience in internal technology transformation. You will be responsible for identifying, implementing, and training staff on AI tools with a focus on practical, ROI-driven outcomes. Reporting directly into an MD working within a small team.



About the role

  • Discovery & Implementation: Research, evaluate, and implement relevant AI tools across business functions (investment, finance/operations, admin support).
  • Innovation & Change Management: Lead the adoption of AI solutions by training staff, managing change, and fostering a tech-positive culture.
  • Process Automation: Identify and automate tasks and workflows, both menial and complex, to improve efficiency.
  • Data Management Support: Assist in the development of centralised data repositories (e.g., data lakes) as part of a broader strategy.
  • Excel & Document Automation: Automate recurring tasks like financial models, internal papers, and presentations.

Experience

  • Professional with experience in technology consulting.
  • Preferred background in financial services or a tech-forward banking/AI environment.
  • Strong preference for candidates with internal AI implementation experience (not just client-facing roles)
  • Strong research and tech evaluation capabilities.
  • Exceptional communication and training skills for successful change management.
  • Commercial mindset with the ability to deliver tangible ROI.
  • Coding skills are a plus, but not required.
  • Confident, mature, and able to engage staff at all levels.
  • Strong cultural alignment and influence across diverse teams.

Seeking someone who value curiosity, collaboration, and continuous improvement. Work in a highly engaged environment where new ideas are welcomed, and innovation is encouraged. Technical ability combined with individuals who are driven, practical, and people-focused.


Benefits

  • Competitive salary
  • Potential long-term incentives based on impact
  • Work alongside a high-performing, values-driven team
  • Opportunity to shape the firm’s digital transformation strategy

For a confidential discussion please apply or contact Corin 0457676048.