Strategist, Agent Development - Financial Services

Sierra Sierra · AI Frontier · San Francisco, CA · Product

This role focuses on owning end-to-end enterprise AI deployments for financial institutions, partnering with C-suite executives to define AI strategies, translate them into executable programs, and drive high-visibility deployments of agents at enterprise scale. The role involves strategic thinking, program management, and building executive relationships around AI risk, compliance, and customer experience transformation.

What you'd actually do

  1. Serve as a strategic thought partner to C-suite and senior executives, shaping enterprise AI roadmaps and informing high-stakes transformation initiatives. Lead executive steering forums and decision-making processes, including preparation of strategic narratives and performance reporting.
  2. Own multi-workstream, cross-functional programs from strategy through production deployment, driving alignment across technical, operational, compliance, and executive stakeholders.
  3. Build durable executive relationships and lead high-stakes discussions around AI risk, compliance, operational redesign, and customer experience transformation.
  4. Translate strategic objectives into production-grade AI systems — partnering closely with engineering and product to design, test, and iterate on agents deployed at enterprise scale.
  5. Structure ambiguous business challenges into clear workstreams, define success metrics, and drive disciplined execution against measurable outcomes.

Skills

Required

  • Demonstrated experience owning complex projects and executive-level customer relationships
  • Experience interfacing with executives at the VP level and above
  • High EQ
  • Humility
  • Mastery of program ownership best practices and demonstrated ability to drive large deliverables on-time and at enterprise quality and scale

Nice to have

  • Experience in financial technology
  • implementations at financial institutions
  • working inside of these institutions
  • familiarity with financial services security and compliance requirements (fair lending, PII handling, etc.)

What the JD emphasized

  • enterprise AI deployments
  • AI strategy
  • production-grade AI systems
  • agents deployed at enterprise scale
  • AI risk, compliance, operational redesign, and customer experience transformation
  • financial services security and compliance requirements (fair lending, PII handling, etc.)

Other signals

  • enterprise AI deployments
  • AI strategy
  • production-grade AI systems
  • agents deployed at enterprise scale