Lead, Technology Strategy & Innovation (12 Months Contract)

Role summary

Responsibilities

• Support customer roadmaps prioritizing business impact, customer value, risk, and feasibility; understand business objectives, workflows, pain points, and improvement opportunities.
• Document needs, user stories, requirements, adoption considerations, and decision points; connect business stakeholders with D&T products, services, and expertise.
• Analyze feedback, usage data, discovery insights, and workflows to identify themes, gaps, and improvements.
• Identify AI opportunities across research, due diligence, knowledge management, reporting, automation, portfolio monitoring, and document-intensive processes.
• Help teams understand AI use cases, limitations, risks, and adoption, including generative assistants and agentic workflows.
• Lead workstream analysis, discovery interviews, workshops, and cross-functional problem-solving; synthesize recommendations and implementation considerations.
• Support proofs of concept, workflow assessments, adoption planning, and change enablement with product, engineering, data, architecture, risk, and security teams.

Required experience and skills

• 3–5+ years in technology, consulting, strategy, customer success, business analysis, product, data, or investment technology.
• Experience supporting technology-enabled transformation; financial services, investment management, Private Markets, or Capital Markets experience is ideal.
• Strong business acumen, analytical problem-solving, communication, requirements synthesis, and stakeholder management.
• Ability to influence without authority, work across business and technology teams, challenge established processes constructively, and navigate ambiguity.

Preferred skills and experience

• Understanding of the investment lifecycle and how technology, data, workflow tools, and AI support investment and operational teams.
• Experience or exposure to Private Markets, Capital Markets, investment management, or comparable financial services.
• Fluency with enterprise AI platforms such as Microsoft Copilot, Claude, ChatGPT, or Gemini; coaching users on responsible prompting and adoption.
• Experience supporting AI proof-of-concept work, defining success criteria, adoption readiness, risks, and implementation considerations.
• Comfort with data, dashboards, workflow documentation, and analytics; SQL, Python, Power BI, or Power Platform experience is an asset.
• Bachelor’s degree in Business, Finance, Technology, Computer Science, Engineering, Data, or a related field; advanced AI or investment/technology training is an asset.

Work arrangement

• Flexible hybrid guideline requires teams to work in the office four days per week.

Compensation and contract

• 12-month contract for an existing vacancy.
• Expected salary is CAD 86,000–130,000 per year, prorated for the contract term; eligible incentive awards and benefits may also apply.