The role serves as the Wealth Management ACE Team Lead, translating business priorities and operational pain points into scalable, well-controlled solutions that simplify workflows, reduce manual effort, enhance management information, improve consistency, and create measurable capacity and business value. The role aligns Wealth Management priorities with enterprise AI, automation, technology, data, risk, and governance frameworks while ensuring that agents and automations are designed, approved, implemented, supported, measured, and retired responsibly across their full lifecycle.