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IMA Financial Group

Insurance, risk management, and wealth advisory

AI Enablement Analyst - Senior Analyst

AI Application EngineeringConfirmed live in the last 24 hours
Full-timeDenver, CO, USA

About the Job

Requirements

  • A bachelor's degree in Information Systems, Computer Science, Analytics, Engineering, or a related field is required.
  • Two to four years of professional experience in technology, analytics, product management, consulting, or a related field are required.
  • Experience building AI agents, workflow automations, or low-code applications is required.
  • Experience with Microsoft 365 information architecture, Microsoft Copilot, Copilot Studio, Power Automate, Power Apps, Power Platform, or similar technologies is required.
  • Experience with Python, application programming interfaces, data integrations, scripting, or automation development is required.
  • Familiarity with business intelligence, data analysis, and reporting tools is required.
  • Familiarity with data cleansing, data governance, information management, or knowledge management initiatives is required.
  • Familiarity with gathering and documenting business requirements and translating business needs into practical solutions is required.
  • Experience supporting projects involving multiple stakeholders is required.
  • Experience analyzing business processes and identifying opportunities for improvement is required.
  • Strong analytical, critical-thinking, and problem-solving skills are required.
  • Technical aptitude and the ability to build solutions using AI and automation platforms are required.
  • A strong understanding of AI governance concepts is required, including human review, approved tools, data privacy, confidentiality, source grounding, hallucination risk, bias awareness, and output validation.
  • The ability to translate ambiguous business needs into structured workflows, requirements, and reusable AI-enabled processes is required.
  • The ability to define and track success metrics for AI-enabled workflows, including adoption, efficiency, quality, risk reduction, and business value, is required.
  • The ability to operate effectively in a regulated or compliance-sensitive environment is required.
  • Strong written, verbal, and presentation skills are required.
  • Initiative, curiosity, and willingness to learn emerging technologies are required.
  • Strong attention to detail and commitment to quality are required.
  • The ability to travel periodically for stakeholder engagement, process discovery, training, workshops, and AI implementation across business units and office locations is required.

Responsibilities

  • Serve as an AI advisor to leaders across the division's business units.
  • Facilitate stakeholder interviews and discovery sessions to uncover business challenges and identify AI enablement opportunities.
  • Analyze business processes and workflows to identify opportunities for automation and augmentation with AI solutions.
  • Evaluate and prioritize AI use cases based on business value, feasibility, implementation effort, and adoption readiness.
  • Maintain the division's AI opportunity intake process, prioritization framework, implementation backlog, and roadmap.
  • Support the development of business cases and recommendations for AI investments and implementation decisions.
  • Design, build, test, deploy, and maintain AI agents, copilots, workflow automations, and related AI-enabled solutions.
  • Configure solutions using Microsoft Copilot Studio, Power Platform, Power Automate, and other approved enterprise technologies.
  • Develop prompts, agent instructions, knowledge repositories, and supporting assets to maximize solution effectiveness.
  • Support integrations between AI solutions, business systems, and data sources where appropriate.
  • Collaborate with IT, Compliance, and business stakeholders to ensure adherence to governance and enterprise standards.
  • Monitor solution effectiveness and continuously improve functionality, usability, and adoption.
  • Assess data quality, information architecture, and knowledge sources required to support AI-enabled solutions.
  • Support data cleansing and standardization efforts that improve AI performance and business outcomes.
  • Support efforts to create reliable, well-organized sources of information for AI consumption.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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