Lead AI & Data Solutions

Company Details:

CU Rise Analytics Pvt. Ltd. is a wholly owned subsidiary of Trellance, Inc. CU Rise Analytics is an offshore development centre of Trellance Inc., working collaboratively to offer comprehensive solutions for data analytics, technology and talent to allow our credit union clients to provide high quality service to their members and remain competitive. Our core expertise lies in data science and technology, encompassing data analytics, predictive modelling, business intelligence, and technology services.

Trellance Cooperative Holdings, Inc. is a credit union cooperative and leading technology partner for credit unions. Its companies - consisting of Rise Analytics, ProBridge, Optiri and CUDX - provide innovative technology solutions for credit unions to increase efficiency, manage risk and improve the member experience. Trellance s mission is to make sure credit unions have access to the tools and resources they need to grow, enhance member value and remain competitive in a rapidly evolving financial landscape.

Learn more at Trellance.com

Position Summary:

We are seeking an experienced and visionary Lead - Artificial Intelligence (AI) & Data Solutions to lead the design, development, and delivery of AI-driven products, workflow agents, and advanced analytics solutions for the financial services and credit union industry. The ideal candidate will combine strong leadership, technology, and business consulting skills to drive AI strategy, solution delivery, governance, and innovation initiatives.

This role will be responsible for managing a team of AI Engineers, Software Engineers, Data Engineers, and Business Analysts while partnering with business stakeholders, clients, and executive leadership to identify, prioritize, and implement AI use cases that deliver measurable business value.

Essential Responsibilities:

AI Solution Delivery

• Lead the design, development, and deployment of AI-powered applications, workflow agents, semantic models, and advanced analytics solutions.
• Oversee implementation of solutions using Microsoft Azure AI Foundry, Azure OpenAI, Snowflake, Databricks, Microsoft Fabric, and related technologies.
• Guide teams in building Retrieval Augmented Generation (RAG) architectures, semantic search solutions, AI-to-SQL capabilities, and enterprise AI platforms.
• Ensure AI solutions are scalable, secure, maintainable, and aligned with business objectives.
• Review and approve solution architectures, technical designs, and implementation plans.

AI Governance & Responsible AI

• Establish and maintain AI governance frameworks, model lifecycle management processes, and responsible AI practices.
• Oversee model evaluation, monitoring, tracing, and observability using platforms such as Arize AI Phoenix, Azure AI Foundry Evaluation, and similar tools.
• Ensure compliance with organizational policies, regulatory requirements, privacy standards, and model risk management practices.
• Lead AI risk assessments, model reviews, and governance committee discussions.

Required Skills

• Strong understanding of Generative AI, Large Language Models (LLMs), Workflow Agents, RAG Architectures, Semantic Search, and AI-to-SQL solutions.
• Proven experience designing and deploying scalable cloud-native solutions using at least one key data or AI platform, such as Microsoft Azure AI Foundry, Azure OpenAI, Snowflake, Microsoft Fabric, or Databricks
• Experience designing and delivering enterprise AI platforms and AI-enabled business applications.
• Knowledge of vector databases including PgVector, Azure AI Search, or similar technologies.
• Experience implementing AI observability, evaluation, tracing, and monitoring solutions using Arize AI Phoenix, LangSmith, Azure AI Foundry Evaluation, or equivalent tools.
• Strong understanding of data governance, AI governance, model risk management, and responsible AI principles.
• Experience with enterprise integration patterns, APIs, microservices, and modern software architecture.
• Strong project management and Agile delivery experience.
• Excellent communication, presentation, stakeholder management, and consulting skills.

Education and Experience

• Bachelors degree in Computer Science, Engineering, Data Science, Information Systems, Mathematics, or a related field is required.
• Masters degree in a related discipline is preferred.
• 8+ years of experience in software engineering, data engineering, analytics, AI/ML, or related technology disciplines.
• Minimum of 3-5 years of experience leading AI, Data Science, Analytics, or Data Engineering teams.
• Demonstrated experience delivering enterprise-scale AI or advanced analytics initiatives.
• Experience within financial services, banking, credit unions, or highly regulated industries is highly preferred.

Preferred Qualifications

• Experience leading implementation of AI Governance Frameworks and Responsible AI programs.
• Experience with Azure AI Foundry Agent Service, workflow-based AI agents, and enterprise AI architectures.
• Experience with intelligent document processing solutions using Azure AI Document Intelligence.
• Certifications in Microsoft Azure, AI Engineering, Data Engineering, or related technologies.
• Familiarity with regulatory frameworks impacting AI adoption in financial services.

Key Competencies

• Strategic thinking and business acumen.
• Strong leadership and team-building capabilities.
• Ability to align technology investments with business objectives.
• Excellent communication and executive presentation skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities and complex stakeholder relationships.
• Passion for innovation, continuous learning, and emerging AI technologies.
• Proven ability to drive organizational change and AI adoption initiatives.