Principal AI Consultant, Financial Services (AI COE)
NICE ActimizeUSA - RemotePosted 7 April 2026
Tech Stack
Job Description
At NiCE, we don’t limit our challenges. We challenge our limits. Always. We’re ambitious. We’re game changers. And we play to win. We set the highest standards and execute beyond them. And if you’re like us, we can offer you the ultimate career opportunity that will light a fire within you.
Principal AI Consultant, Financial Services, AI COE
Role Summary
NiCE is seeking a Principal AI Consultant to bring deep financial industry expertise into our AI Center of Excellence.
This is a principal-level individual contributor role for a senior Financial Services expert with significant experience in customer operations, contact center environments, digital servicing, CX transformation, and the practical application of AI in service organizations. This is not a technical AI engineering role. It is an industry SME role focused on helping NiCE and our customers apply AI in ways that are operationally relevant, credible, and aligned to business goals.
You will serve as a trusted advisor to internal teams and enterprise customers, bringing expert knowledge of Financial Services operations, service journeys, automation opportunities, customer expectations, regulatory sensitivity, and industry trends. You will help connect NiCE AI solutions such as Copilot, AutoSummary, Autopilot, and Conversational AI to the realities of Financial Services environments and identify where AI can improve efficiency, service quality, employee productivity, and customer experience.
Key Responsibilities
Act as the Financial Services SME
Serve as the primary Financial Services subject matter expert within the AI Adoption COE
Bring deep understanding of Financial Services operations, customer journeys, business processes, and operating models into internal and customer-facing conversations
Help internal teams speak credibly to Financial Services priorities, service challenges, and transformation opportunities
Advise on AI Use Cases, Journeys, and Value
Identify high-value opportunities for AI across Financial Services service environments, including account servicing, lending, collections, fraud-related servicing, claims, policyholder support, and digital self-service
Advise on where AI can automate workflows, augment employees, reduce friction, and improve customer experience
Connect NiCE AI capabilities to business goals, contact center KPIs, and operational improvement opportunities
Help customers and internal teams understand practical considerations for AI adoption in trust-sensitive and regulated environments
Support Strategic Customer and Internal Engagements
Participate in executive briefings, workshops, QBRs, and strategic account conversations as an industry advisor
Support account planning and adoption conversations with industry-specific insight and executive-ready recommendations
Help shape practical, high-impact AI narratives for Financial Services customers
Raise Industry Readiness Across NiCE
Educate consultants, leaders, and cross-functional teams on Financial Services trends, service models, AI opportunities, and operational realities
Contribute to industry playbooks, messaging, point of view content, and best practices
Surface recurring customer needs, market shifts, and industry opportunities to product, strategy, and adoption leaders
Success Measures
Success in this role will be measured by:
Improved industry credibility in Financial Services customer engagements
Stronger alignment between NiCE AI solutions and Financial Services customer priorities
Higher quality industry-specific adoption strategies, use case recommendations, and executive narratives
Increased internal readiness and fluency in Financial Services and AI-related conversations
Meaningful contribution to customer outcomes, workflow improvement, and AI value realization
Required Qualifications
12+ years of experience in Financial Services operations, contact center leadership, CX transformation, digital servicing, consulting, or industry advisory
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