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Director, AI Advisory

Chatham Financial
United States, Pennsylvania, Kennett Square
May 28, 2026

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Job Description

Key Responsibilities
AI Enablement & Transformation
* Identify opportunities to apply AI to business processes across operations and client-facing functions.
* Partner with business leaders to redesign workflows and operating models to support AI-enabled ways of working.
* Translate emerging AI capabilities into practical use cases that improve productivity, insight generation, and client service.
* Support the design and implementation of AI pilots and scaled deployments across the organization.
Process Engineering & Operational Excellence
* Analyze and document existing workflows and identify opportunities for automation, simplification, and optimization.
* Lead process improvement initiatives that prepare teams for AI adoption.
* Build repeatable frameworks and methodologies for AI enablement that can be used internally and with clients.
Strategic Initiatives
* Partner with members of the Executive Leadership Team to advance enterprise-level transformation initiatives.
* Lead cross-functional projects with clear deliverables, driving workstreams from concept through implementation.
* Develop business cases and implementation plans for AI and operational transformation initiatives.
Client Engagement (Future Capability)
* Support emerging client-facing AI advisory engagements.
* Work with client teams to identify high-value AI use cases and enable practical implementation.
* Translate internal AI transformation learnings into scalable consulting capabilities.
Executive Support & Thought Leadership
* Prepare executive-level materials for leadership discussions and key strategic decisions.
* Conduct research and analysis on emerging AI capabilities, operating models, and best practices.
* Contribute to internal knowledge development and thought leadership around AI-enabled business transformation.
Leadership Development.
* Work closely with senior sponsors and functional leaders across the firm.
* Complete a capstone project addressing a critical AI or transformation initiative.

Candidate Profile
* Bachelors and/or MBA with strong academic performance
* 3-5 years of relevant experience in consulting, technology, investment banking, private equity, product management, or military leadership.
* Strong interest in artificial intelligence, automation, and technology-enabled business transformation.
* Experience working on complex cross-functional initiatives or transformation programs.
* Strong analytical and structured problem-solving capabilities.
* Ability to translate complex concepts into clear recommendations for senior leaders.

Key Characteristics
AI Curiosity and Fluency
* Deep interest in emerging AI capabilities and how they transform businesses.
* Enthusiasm for learning, experimenting, and applying AI tools in real business environments.
Builder Mentality
* Ability to design and implement new processes, frameworks, and operating models.
* Comfortable working in ambiguous environments where the path forward is evolving.
Execution Orientation
* Ability to move from idea to implementation.
* Strong project management and delivery skills.
Strategic Perspective
* Ability to connect operational improvements to broader business outcomes.
* Comfort engaging with senior executives on complex strategic topics.
Collaboration and Leadership
* Strong interpersonal skills and ability to influence across functions.
* Ability to lead initiatives without direct authority.
Why This Role is Unique
* Help shape how AI is adopted inside a global financial services firm.
* Build a new AI consulting capability that will serve clients.
* Work directly with senior executives on the firm's most important transformation initiatives.
* Develop into a future leader within the organization.

About Chatham Financial:

Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight.

It's clear ahead.

Our commitment is to carry that light forward in every partnership, every solution, and every market we serve.

We help guide the way-giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.

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