Overview
We are seeking an exceptional candidate to join our IT team to build, scale, and embed our AI & Automation capability across the organisation as AI and Automation Product Lead. This is a pivotal role responsible for shaping our strategy, defining how we safely adopt AI, and delivering high‑impact solutions that enhance efficiency, insight, and client outcomes. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.
Key Responsibilities
AI Architecture & Solution Design
* Provide expert AI solution architecture oversight, ensuring use cases follow the right patterns, integrations, and data boundaries.
* Ensure all technical designs align with enterprise architecture, security standards, and long‑term scalability.
* Create and maintain reference architectures and reusable templates for common AI scenarios, including agents, workflows, and approvals.
AI & Automation Operating Model
* Lead the setup and ongoing operation of the AI & Automation Hub (CoE), establishing a safe and scalable intake and delivery capability.
* Define and embed governance frameworks and guardrails for responsible AI adoption.
* Own the product roadmap and prioritisation approach, ensuring focus remains on high‑impact, low‑risk opportunities.
* Establish delivery standards across design, build, test, and release to ensure reliability and long‑term supportability.
* Define criteria for BAU transition and ensure clean handover into operational support teams.
Delivery & Collaboration
* Deliver early value AI and automation use cases to demonstrate tangible benefits and build organisational confidence.
* Work closely with Information Security, Cyber Security, and Technology Risk to ensure alignment with required controls and approvals.
* Shape the organisations approach to M365 Copilot adoption, including phased rollout recommendations based on readiness and risk.
* Coordinate dependencies with Data Governance, Enterprise Architecture, and SharePoint migration initiatives.
* Prepare and present clear artefacts to governance forums to support decision‑making.
Leadership & Evangelism
* Champion AI & Automation technologies across the organisation, driving awareness and adoption.
* Promote innovation, experimentation, and responsible use of emerging technologies.
* Build strong partnerships with business stakeholders to identify opportunities that unlock efficiencies and improve client outcomes.
Person Specification
The ideal candidate will be an experienced technology leader with strong expertise in AI solution architecture, Microsoft 365, and modern workplace technologies. They will have a solid understanding of AI and automation concepts, including safe adoption, governance, and enterprise‑grade data and security considerations. Skilled in the Power Platform – particularly Power Automate, Copilot Studio, and Power Apps – they will be confident shaping and reviewing solution designs that are scalable, secure, and aligned to enterprise patterns. With extensive senior‑level experience in financial services, the candidate will have a proven track record of delivering AI, automation, and workflow solutions into production, establishing or operating a Centre of Excellence, and leading a technology product or capability from roadmap definition through to delivery. They will be comfortable working with Information Security, Cyber, and Risk teams, selecting and prioritising use cases, producing decision‑ready artefacts, and ensuring smooth transition of solutions into BAU operations. They will also be adept at managing third‑party suppliers, handling complex technology scenarios, and ensuring outcomes are achieved across internal and external teams. Additional experience in platform‑based financial services, product‑led delivery approaches, SharePoint Online information architecture, ITSM models, and understanding the regulatory landscape will be advantageous. Relevant qualifications – such as Power Platform or M365 certifications, Security & Governance, TOGAF, Product Management, Prince2, or leadership accreditations – are desirable. Beyond technical expertise, the candidate will bring strong integrity, sound judgement, and a commitment to doing the right thing. They will have the courage to challenge constructively, using both facts and experience to make balanced decisions. Clear and influential communication skills are essential, as is the credibility to operate as a trusted partner with a strong analytical mindset. Importantly, they will bring energy and a sense of fun to their work – someone who cares deeply, leads confidently, and contributes positively to the team culture.
Benefits
We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.
About Us
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open‑minded. We work hard to continually challenge the way we do things to maintain our market‑leading status. As a customer‑centric and client‑focused business, we put our clients – like Mrs Miggins – at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place and is supported by unrivalled personal service. Our purpose is to enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy is to make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Equal Opportunities
We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
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