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Full-time
Posted 43d ago
~40 hrs/week
Responsibilities
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.
Requirements
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.
Full job description
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:
Identify high-friction workflows and lead the redesign of those processes to embed AI where it creates the most value
Design, test, and deploy AI-enabled solutions that improve speed, accuracy, and user experience
Partner with business teams to understand needs and align solutions to measurable outcomes
Act as a bridge between business stakeholders and AI/technology capabilities
Manage and report on the AI use case portfolio, including business case development, prioritization frameworks, and executive-level impact reporting
Develop repeatable playbooks for common use cases (e.g., summarization, drafting, analysis, workflow support)
Build and sustain an internal network of AI champions across business units and Member Firms to scale adoption beyond direct engagement
Lead change management efforts that address adoption barriers, build user confidence, and reinforce new ways of working
Serve as the organization's AI evangelist, making AI approachable and visible through regular communication, demos, and success stories
Drive adoption by making AI practical and embedded into daily workflows
Track and report on impact including time savings, productivity improvements, and quality gains
Design and deliver role-based enablement programs, including workshops, playbooks, and self-service resources tailored to different levels of AI fluency
Partner with legal, risk, compliance, HR, and security teams to address adoption barriers and ensure AI initiatives meet regulatory and workforce requirements
Stay current on emerging AI capabilities, including agentic AI, workflow automation, and intelligent document processing, and evaluate their applicability to M Financial's operations and Member Firm need
Qualifications:
3-6 years of experience in operations, technology, consulting, or business analysis
Demonstrated ability to improve processes, workflows, or user experience leveraging AI
Familiarity with AI solution categories beyond conversational AI, including agentic workflows, intelligent automation, and document intelligence
Strong problem-solving skills with a bias toward action and execution
Ability to translate business needs into clear, practical solutions
Experience using modern AI tools (e.g., Microsoft Copilot, Claude, ChatGPT, or similar platforms),
Experience turning complex, repeatable business tasks into AI-supported workflows that can plan the work, complete steps, check results, and improve over time.
Experience building or contributing to business cases for technology investments
Experience with change management methodologies or organizational adoption programs
Experience designing or delivering training, workshops, or enablement content for varied audiences
Strong communication and collaboration skills; ability to influence across functions
High level of curiosity, ownership, and accountability
Job Conditions & Environment:
This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely
Normal office environment/desk assignment
Regularly operates a computer and other standard office equipment to perform essential job functions, such as data entry, document preparation, and electronic communication
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.
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
Wealth ManagementExecutive Compensation and BenefitsEstate PlanningInvestment ManagementBusiness PlanningCharitable PlanningRetirement PlanningDisability Income ProtectionEmployee Benefitsand Long-Term Care Insurance
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