Applied AI Solutions Lead

Bessemer Trust - New York, NY

Hiring: Applied AI Solutions Lead Company: Bessemer Trust Location: New York, NY Job Posted Time: 2026-09-17 10:44:02 Employment Type: Remote Target Skills & Keywords : Business Analysis, Microsoft Excel, Microsoft PowerPoint, Product Management, Project Management, Risk Management, SaaS, Salesforce, Stakeholder Management, Wealth Management About the job Experience: •6+ years of experience in management consulting, business analysis, process design, product management, or a business role with technology partnership accountability within enterprise environments. •Hands-on, applied experience using AI platforms to solve real business problems, with outcomes that others in the organization adopted and relied on. •Demonstrated experience shaping how a business workflow should evolve, not only documenting it, with results that can be described concretely. •Strong applied understanding of prompt and context design, model capabilities and limitations, and what separates a use case that will work well from one that will not. •Proven ability to balance business objectives with governance, risk, and compliance requirements. Required Skills: •Partner directly with business teams to understand how work is actually performed, including steps that are undocumented, manual, or worked around. •Analyze data on bus partnership •Identify, evaluate, and prioritize opportunities where AI creates measurable leverage in a business workflow, and advise clearly where it does not. •Advise business teams on how to make effective use of approved AI platform capabilities, including Skills, Projects, Custom GPTs, and Microsoft 365 add-ins. •Help business teams understand what is realistic when AI solutions draw on firm data, spanning structured sources such as CRM and reporting systems and unstructured sources such as document repositories and shared content libraries. •Advise on how AI-enabled Microsoft 365 capabilities, across Excel, PowerPoint, Word, and Outlook, can and should be applied to a team's actual work. •Serve as the business-facing partner during evaluation and rollout of approved connectors between AI platforms and enterprise systems, helping teams understand what a connector will and will not do for them. •Flag the data access, classification, and permission questions a proposed use case raises, and route them to Information Security and Data Governance early. Compensation: •$150,000 - $170,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!