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Senior AI Transformation Advisor – Financial Services

  • 15-20 Hrs/Week
  • On-Site - Mumbai
  • 3 months
  • Project posted on: 23/06/2026
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Senior AI Transformation Advisor – Financial Services

  • Finance
  • Audit
  • Financial planning and analysis
  • Financial Data Analytics

On-Site - Mumbai

15-20 Hrs/Week

3 months

 23/06/2026

Assignment Details

Our client is seeking a seasoned AI transformation leader to serve as a Senior AI Transformation Advisor, providing strategic guidance to executive leadership on building and scaling enterprise AI capabilities. The consultant will act as a trusted advisor, helping define the organization's AI vision, governance framework, operating model, and long-term roadmap while establishing sustainable internal AI capabilities.
 

The ideal candidate will have successfully led enterprise AI transformation initiatives within regulated financial services environments and possess deep expertise in AI strategy, governance, GenAI adoption, and organizational capability building.

Key Responsibilities
 

  • Advise senior leadership on AI adoption priorities, use-case identification, and business value realization across lending and financial services operations.
  • Define and refine the organization's enterprise AI vision, strategy, and multi-year transformation roadmap aligned with business objectives.
  • Design and establish an AI Centre of Excellence (AI CoE), including its charter, governance framework, operating model, and organizational structure.
  • Develop AI governance, Responsible AI, compliance, and risk management frameworks suitable for regulated financial services.
  • Guide investment prioritization by establishing AI ROI measurement frameworks and business case evaluation methodologies.
  • Provide recommendations on build-versus-buy decisions, vendor selection, and technology partner evaluation.
  • Mentor internal AI leadership teams and help build sustainable AI capabilities across the organization.
  • Recommend best practices for AI operating models, data governance, change management, and enterprise adoption.
  • Advise on the implementation of GenAI, Azure OpenAI, document intelligence, workflow automation, voice AI, and related AI technologies.
  • Collaborate with business and technology leadership to ensure AI initiatives are aligned with strategic business outcomes.

Note-
The enagagement will be for 4-6 days a month.

Skills Required

  • 15+ years of leadership experience within Banking, NBFC, FinTech, Insurance, or top-tier Consulting firms.
  • Proven track record of leading enterprise AI or digital transformation programs at scale.
  • Hands-on experience establishing AI Centres of Excellence (AI CoEs), governance frameworks, operating models, and enterprise AI roadmaps.
  • Strong understanding of lending businesses, financial services operations, and regulatory environments.
  • Demonstrated success in delivering measurable business outcomes through AI, including productivity improvements, process automation, customer experience enhancement, risk reduction, and cost optimization.
  • Experience evaluating AI platforms, technology vendors, and enterprise AI solutions.
  • Strong executive presence with the ability to influence CXOs, business leaders, and technology stakeholders.
  • Excellent mentoring, coaching, and stakeholder management skills.

About the Client

One of the world’s leading private investment firms

Industry

Financial & Investment

Experience Required:

16+ years

Additional Skills:

  • Digital Transformation
  • Risk Management & Risk Analytics
  • Credit Decisioning & Scoring Models
  • AI-enabled Credit Underwriting
  • Generative AI Applications in Financial Services
  • Financial Services
  • Underwriting
  • Lending

No of open positions:

1

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