Dallas, Texas, United States · Hybrid
M Financial Group: With more than 140 Member Firms located primarily across the United States, M Financial is one of the nation's leading financial services design and distribution companies. Since 1978, our network of i…
Skills: AI Implementation, Workflow Redesign, Change Management, Business Analysis, AI Enablement
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The AI Enablement Lead identifies high-friction workflows and redesigns them using AI capabilities to drive productivity gains. This role acts as a bridge between business stakeholders and technology teams to embed AI into daily operations and scale adoption.
Requires 3-6 years of experience in operations, technology, or consulting with a proven ability to implement AI-driven process improvements. Candidates must be proficient in modern AI tools and experienced in change management and enablement programs.
M Financial Group:
With more than 140 Member Firms located primarily across the United States, M Financial is one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.
Role Summary:
The AI Enablement Lead serves as M Financial's primary catalyst for practical AI adoption. This role identifies high-friction workflows, redesigns them with AI capabilities, and drives measurable improvements in productivity and experience for employees and Member Firms. Acting as the organization's central point of contact for AI implementation and enablement, the AI Enablement Lead partners with business stakeholders, technology teams, and leadership to build confidence, demonstrate impact, and embed AI into how work gets done, not just how tasks are completed.
AI adoption doesn't happen through access alone. This role closes the gap between AI availability and AI impact by redesigning workflows, building organizational confidence, and delivering measurable productivity gains across M Financial and its Member Firms.
Responsibilities:
Qualifications:
Job Conditions & Environment:
This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
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With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Offices: M Financial Plaza, 1125 NW Couch Street, Suite 900, Portland, Oregon 97209, US
With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Offices: M Financial Plaza, 1125 NW Couch Street, Suite 900, Portland, Oregon 97209, US
