AI Solutions Consultant

AI Solutions Consultant - Advisor Experience & AI Enablement

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(C

ontract - 6-12 months, with potential for hire)

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Overview

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Ou

r client is building a next-generation AI enablement function focused on transforming the advisor and client experience through advanced AI capabilities. This team sits at the intersection of business innovation, field enablement, and applied AI, partnering closely with advisors to identify opportunities, design solutions, and drive adoption. We

 are seeking an AI Solutions Consultant who combines deep technical expertise in AI (particularly agent-based solutions) with strong business acumen and executive presence. This individual will play a critical role in translating real-world advisor challenges into scalable AI-driven solutions.

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Key Responsibilities

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AI Solution Design & Development

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De

• sign, build, and deploy advanced AI agents to address real-world advisor use cases

Tr

• anslate business problems into AI-enabled solutions, leveraging enterprise tools

De

• velop complex, multi-step agent workflows to automate and enhance advisor processes

Co

• ntribute to evolving AI architecture, including opportunities tied to data modernization initiatives (e.g., Snowflake)

(N

• ice-to-have) Build or refine models and support broader AI experimentation efforts

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Advisor & Field Engagement

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Pa

• rtner directly with advisors, complex directors, and field leadership to: 

Id

• entify pain points and inefficiencies

Re

• commend AI-driven improvements

Ra

• pidly prototype solutions

Pa

• rticipate in field-facing sessions, working groups, and presentations to demonstrate AI capabilities

Se

• rve as a trusted advisor to business stakeholders, bridging technical solutions with day-to-day workflows

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Use Case Development & Iteration

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Si

• t alongside business leaders to listen, observe, and identify AI opportunities in real time

Qu

• ickly translate ideas into working prototypes and testable agents

It

• erate based on feedback and scale successful solutions across the advisor population

Pa

• rtner with internal AI/data teams managing the incubation and governance lifecycle

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AI Enablement, Adoption & Change

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Su

• pport the design and execution of AI adoption strategies across varying user maturity levels

He

• lp develop creative engagement tactics such as: 

AI

•  bootcamps

Us

• er challenges and adoption campaigns

St

• ructured learning journeys

Dr

• ive awareness, excitement, and usage of AI tools across the organization

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Qualifications

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Required

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De

• ep expertise in AI/ML with a strong focus on agent-based solutions

Ex

• perience designing and building complex AI agents or autonomous workflows

Ab

• ility to translate ambiguous business problems into AI-driven solutions

St

• rong communication and interpersonal skills 

Co

• mfortable presenting to and engaging with advisors, directors, and senior leaders

Pr

• oven ability to operate as a hybrid business/technical consultant

Ex

• perience working in fast-paced, iterative environments

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Preferred

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Ex

• perience in financial services / wealth management

Un

• derstanding of advisor workflows and client engagement models

Fa

• miliarity with enterprise AI platforms 

Ex

• posure to modern data environments (e.g., Snowflake)

Ex

• perience supporting change management, adoption, or enablement initiatives

Ba

• ckground in consulting, solution architecture, or digital transformation roles

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Success Profile (Top 3 Priorities)

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AI

•  Depth: Ability to build and deploy sophisticated, production-ready AI agents

Ex

• ecutive Presence: Strong communication skills with the confidence to engage field leaders and advisors

Bu

• siness Translation: Ability to take a business problem ("here's the challenge") and quickly design a viable AI solution

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Team & Structure

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Re

• ports into the Director of Advisor Experience & AI Enablement

Wo

• rks closely with: 

Fi

• eld-facing enablement leaders

AI

• /data incubation and innovation teams

Op

• erates as a bridge between idea generation, technical execution, and field roll-out

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What This Role Will Do (In Practice)

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Si

• t in on advisor conversations, identify inefficiencies, design AI agents to solve them

Pr

• ototype solutions quickly and test with pilot users

Pa

• rtner on AI roll out strategies and adoption campaigns

Co

• ntinuously refine and scale solutions across the advisor ecosystem

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About Korn Ferry 

Ko

rn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com