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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer-facing technical delivery leadership within the Financial Services industry, with a strong focus on managing complex customer engagements and driving AI/LLM system implementations. Capable of translating business outcomes into actionable technical plans while ensuring timely delivery and alignment with customer goals.
Highest-signal resume keywords
Customer-Facing Technical Delivery LeadershipFinancial Services ExpertiseAI/LLM Systems ShippingStrategic Thinking and Pattern-MatchingComplex Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Technical Delivery PlanningSystem-Level UnderstandingExecution-Level DetailSolution PatternsIntegration BasicsKPI MeasurementChange ManagementPrototypingWorkflow MappingAcceptance Criteria Definition
Soft Skills
Executive PresenceStrong CommunicationDecision-MakingAdaptabilityCollaboration
Industry Keywords
Financial ServicesCustomer EngagementsHigh-Stakes CoordinationAI IntegrationDynamic Work Environments
About the role
Key responsibilities & impact- Define how OpenAI delivers complex systems to customers
- Own how customer systems are built, shipped, and adopted
- Translate business outcomes into technical plans
- Run day-to-day execution across FDEs, Researchers, and Customer Engineers
- Partner with customer teams to ensure delivery supports their goals
- Focus on the Financial Services vertical, partnering with banks, asset managers, and private capital investors
- Embed with customers to map workflows and success criteria
- Ensure components ship on time
- Lead readiness, onboarding, adoption, and change management
- Track progress and manage dependencies
- Make sequencing decisions and drive 0→1 prototypes through MVP and scale
- Share field insights with Product and Research to guide roadmaps and priorities
- Own technical delivery plans for multiple interdependent work streams, including milestones, dependencies, and acceptance criteria
- Drive delivery across OpenAI FDE and customer teams and protect the critical path
- Shape tools and integrations and translate requirements into delivery plans
- Partner with Product and Research to align platform and research work streams with deployment goals
- Codify solution patterns and evaluations and package field signals to improve products and models
- Set impact hypotheses, baselines, and KPIs; measure pre- and post-deployment results and report to executive sponsors
- Shape how OpenAI engages Financial Services customers
Requirements
What you’ll need- 7+ years of customer-facing technical delivery leadership
- Expertise in the Financial Services industry
- Track record leading large, complex, high-stakes customer engagements with tight coordination and fast decision-making, ideally involving AI
- Ability to excel in high-ambiguity environments and simplify complex, dynamic work
- Ability to move between system-level understanding and execution-level detail
- Ability to understand customer workflows/data, map constraints, sketch architectures, and move ambiguous problems to shipped systems
- Strategic thinking and pattern-matching ability
- Strong technical fluency and sequencing judgment
- Experience discussing technical details, pressure-testing architectures, and making trade-offs
- Experience shipping AI/LLM systems
- Understanding of solution patterns, integration basics, and production pitfalls
- Executive presence and ability to translate complex technical trade-offs for business leaders
- Willingness to be onsite with customers often 25–50%, sometimes higher
- Ability to work from the NYC office three days per week
- Ability to travel up to 50%
Benefits
Comp & perks- Equity
- Performance-related bonus(es) for eligible employees
- Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
- Pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses (parking and transit)
- 401(k) retirement plan with employer match
- Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents)
- Paid medical and caregiver leave (up to 8 weeks)
- Flexible PTO for exempt employees and up to 15 days annually for non-exempt employees
- 13+ paid company holidays
- Multiple paid coordinated company office closures throughout the year for focus and recharge
- Paid sick or safe time (1 hour per 30 hours worked, or more, as required by applicable state or local law)
- Mental health and wellness support
- Employer-paid basic life and disability coverage
- Annual learning and development stipend
- Daily meals in offices and meal delivery credits as eligible
- Relocation support for eligible employees
- Charitable donation matching and wellness stipends may also be provided
