AI Strategy & Advisory Lead (Financial Services / Insurance)

• Role Type: Contract

• 3-6 Month Discovery & Advisory Engagement

Overview

We are seeking a highly experienced and commercially minded AI Strategy & Advisory Lead to support a strategic AI discovery and transformation engagement.

This is a hands-on consulting role focused on assessing the organization’s current AI landscape, identifying high-value use cases, evaluating feasibility and ROI opportunities, and building a practical AI roadmap aligned to ongoing enterprise transformation initiatives.

The successful candidate will work closely with senior business and technology stakeholders, including C-suite leadership, to provide strategic insight, commercial clarity, and actionable recommendations around AI adoption, operationalization and long-term value creation.

Key Responsibilities & Requirements:

• Lead a strategic discovery and advisory engagement focused on AI opportunities across the business.
• Assess existing AI initiatives, current maturity, technology constraints, and organisational readiness.
• Identify and prioritise AI and GenAI use cases based on business value, feasibility, ROI, and operational impact.
• Develop a practical AI roadmap aligned with ongoing enterprise transformation and platform migration programmes.
• Evaluate opportunities across: LLM and GenAI adoption
• Agentic AI AI-enabled operational efficiencies
• AI within technology and business functions
• Build commercially credible ROI and value frameworks for AI investments.
• Engage with business, transformation, PMO, and technology stakeholders to validate assumptions and strategic direction.
• Present findings and recommendations to senior leadership and executive stakeholders.
• Provide independent advisory guidance alongside existing consulting and vendor ecosystem engagements.

Required Experience & Skills

• Hands-on and delivery-oriented mindset — able to independently conduct analysis and drive discovery activities.
• Senior but hands-on consultant/advisor.
• Strong strategic thinking combined with practical execution capability.
• Comfortable engaging with C-level stakeholders and leading executive discussions.
• Able to balance technology feasibility, operational constraints, and commercial outcomes.
• Strong commercial acumen with the ability to quantify business value and ROI for AI investments.
• Good understanding of: Generative AI / LLMs / Agentic AI / Enterprise AI adoption / Data and technology operating models
• Experience navigating complex enterprise transformation or platform migration programmes.
• Excellent executive communication and stakeholder management skills.
• Ability to operate effectively within ambiguous and evolving environments.

Preferred Background

• Insurance or Financial Services industry experience preferred.
• Experience working with regional or global transformation programmes within regulated environments.