Advisory Excellence Manager AI & Client Solutions

Advisory Excellence Manager AI & Client Solutions Job Description You will further develop the way our advisory works. Together with consultants and specialists, you will build AI-supported processes that merge information, identify opportunities, and increase the quality of every customer interaction. Professional responsibility remains with the human. Your task is to integrate AI into the advisory process in such a way that consultants reach better and more traceable decisions faster. Tasks You analyze the most important Advisory Journeys from preparation through the customer conversation to implementation and review. You develop AI-supported solutions for conversation preparation, minute-taking, tasks, summaries, and follow-ups. You improve the structured financial blueprint and the recognition of relevant advisory fields across pension, insurance, mortgages, investments, taxes, real estate, and succession. You develop quality and completeness checks for advisory documents, solution comparisons, and customer documentation. You build reliable access to specialist knowledge, product information, processes, and internal standards. Together with Compliance and functional leads, you define clear boundaries, approvals, and escalations. You test solutions with selected groups of consultants, collect feedback, and measure time savings, quality, usage, and customer impact. You translate functional requirements into clear Product Briefs and work closely with Product, Technology, Data, and Salesforce leads. You develop training, standards, and best practices that work in everyday advisory. You ensure that new possibilities in axis, Salesforce, and prisma are connected into a coherent advisory logic. How we will recognize your success after twelve months The most important advisory processes and quality criteria are documented and prioritized. At least two AI-supported advisory workflows are productive and are used regularly by defined user groups. Preparation and follow-up time decreases, while completeness and traceability increase. Advisory potentials and next sensible steps are identified and addressed more consistently. The roles of consultant, specialist, AI, Salesforce, axis, and prisma are clearly defined in the process. Job Requirements Several years of experience in financial advisory, banking, insurance, pension, mortgages, wealth management, or advisory operations. Broad understanding of customer needs and advisory processes; you do not need to be a specialist in every discipline, but you must recognize connections. Experience in process development, quality assurance, product ownership, or the introduction of new advisory tools. Practical experience with generative AI and the ability to critically evaluate results from a functional perspective. High sense of responsibility regarding customer data, documentation, and regulatory requirements. Ability to win experienced consultants over to new ways of working and to implement changes pragmatically. Very good German and good English; other national languages are an advantage. Advantageous Education or further training in financial planning, banking, insurance, pension, mortgages, or wealth management. Experience with Salesforce, advisory platforms, CRM data models, or knowledge systems. Experience with multiple locations or decentralized sales units. Job Benefits An entrepreneurial mandate with direct access to decisions and short implementation paths. The opportunity to anchor AI not as a side project, but in central business processes and customer solutions. A growing company with over 200 employees, more than 18,000 customers, and 13 locations. Collaboration with specialists from financial planning, insurance, pension, mortgages, investments, real estate, and management consulting. Modern work tools, room for personal responsibility, and the expectation that you create visible impact. A work environment where speed counts, but quality is non-negotiable. jpid8475d1djm jit0834jm jiy26jm