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To be considered for this position, applications and resumes are accepted only through our careers site by directly applying to the posted job. We do not accept unsolicited resumes or sales solicitations from staffing agencies. Any OCC employee wishing to submit a referral must do so through their Workday account. Any resume submitted outside of an active job posting will not be considered for employment. What You'll Do: This role is OCC's primary interface between the business and its AI transformation agenda. Rather than waiting for use cases to arrive, the AI Solutions Lead embeds with assigned business functions to understand how work gets done, identify where AI creates meaningful opportunity, and build the roadmap that sequences those opportunities from quick wins through to AI-native operating models. The role then owns each initiative from problem definition through to adoption, bringing enough technical depth to assess feasibility, evaluate vendors, and support contained citizen-led development without duplicating the engineering capability that sits in the CTO's organization. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. AI Opportunity Identification & Transformation Roadmap
Embed with assigned business functions to develop a grounded understanding of howworkflows, where decisions are made, and where AI can create the most meaningful change in how the organizationoperates.
Build andmaintainthe AI transformation roadmap for assigned functions: sequencing initiatives by impact, feasibility, and readiness, from immediate quick wins through to longer-term AI-native transformation.
Use Case Delivery
Own the full lifecycle of assigned use cases: problem definition, stakeholder requirements, scoping, acceptance criteria, delivery oversight, and post-launch adoption.
Technical Evaluation & Advisory
Lead vendor and tool evaluations for non-centralized use cases, producing build-vs-buy recommendations defensible to the business, the CTO, and ORM.
Citizen-Led AI Development
Support business units pursuingcontained, non-critical AI development or POCs where the CTO team has assessed the initiative as outside the centralized pipeline;providetechnical guidance, scoping, and governance guardrails so work proceeds within ORM's approved framework.
General Duties
Supervisory Responsibilities:
Qualifications: The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
Deep understanding of financial services or capitalmarketsoperations; experience in post-trade, clearing, custody, or comparable financial market infrastructurestronglypreferred. Track recordof operating at the intersection of business strategy and technical delivery: has produced specifications that engineering teams have built from, and business cases that senior leaders have approved. Experienceidentifyingtechnology opportunities inside a business - proactively finding where AI creates value, not just responding to requests. Working knowledge of modern AI architectures, including retrieval-augmented generation, agent frameworks, and large language model evaluation, sufficient to assess vendor claims,scopePOCs, and produce requirements engineering teams can act on. Demonstrated ability to drive post-launch technology adoption: accountable through genuine usage, not just go-live. Familiarity with model risk governance expectations and their implications for AI use in a regulated financial environment.
Technical Skills:
AI architecture assessment: retrieval-augmented generation, agent frameworks, and large language model evaluation Requirements specification for AI systems and use case feasibility analysis Vendor and tool evaluationmethodologyfor AI platforms in regulated environments Data analysis and familiarity with data pipeline concepts relevant to AI use cases Process analysis and workflow mapping to support use case scoping and AI readiness work Analytics and BI tools (e.g., Power BI, Tableau) and collaboration platforms (e.g., Jira, Notion)
Education and/or Experience:
7 or more years of experience in financial services technology or strategy, with at least five years in post-trade or capital markets infrastructure Domain knowledge in at least one of the following: tokenization and digital asset infrastructure, collateralmanagementand margining, orextended-hoursclearing and settlement operations
Certificates or Licenses:
About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at www.theocc.com. Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
- A hybrid work environment, up to 2 days per week of remote work
- Tuition Reimbursement to support your continued education
- Student Loan Repayment Assistance
- Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
- Generous PTO and Parental leave
- 401k Employer Match
- Competitive health benefits including medical, dental and vision
Visit https://www.theocc.com/careers/thriving-together for more information. Compensation
- The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
- In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
- We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on www.theocc.com/careers
- All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range $123,300.00 - $167,900.00
Incentive Range 8% to 15%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application andattach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about OCC, please click here. OCC is an Equal Opportunity Employer
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