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Envision Financial
Director, Business Process Engineering & AI Enablement (Hybrid)Envision Financial • Kelowna, BC, Canada
Director, Business Process Engineering & AI Enablement (Hybrid)

Director, Business Process Engineering & AI Enablement (Hybrid)

Envision Financial • Kelowna, BC, Canada
11 hours ago
Job type
  • Full-time
Job description

We are currently seeking a Director, Business Process Engineering & AI Enablement to join our team.

The Director, Business Process Engineering & AI Enablement is responsible for the execution of the strategy, roadmap, and delivery of AI enablement, process automation, and business process engineering capabilities across Tru Cooperative Bank. This role partners with business units to identify, analyze, and solve operational challenges through a lifecycle that begins with business analysis, advances through process engineering and optimization, and results in automation or AI-enabled solutions where appropriate. The Director leads teams across AI Business Solutions (including Copilot and workplace tools), Business Process Engineering, and Process Automation to translate business needs into defined use cases, improved processes, and technology-enabled outcomes. Acting as a bridge between business and technology teams, this role ensures opportunities are defined, processes are designed for impact, requirements are transitioned to Technology teams when solution build or integration is required, and team members are educated on AI enablement best practices. Through business process engineering, automation and AI enablement, the Director drives efficiency, improves team member and member experiences, and delivers productivity and scalability gains.

Here’s what would be included as a part of your typical day

  • Team Leadership: Provides leadership across multiple teams, ensuring alignment of priorities, objectives and outcomes. Develops team capabilities through coaching, performance management, and succession planning, while fostering a culture of innovation, curiosity, and continuous improvement. Oversees resourcing, budget management, and workforce planning to support evolving business and technology needs.
  • Strategy & Capability Leadership: Executes on enterprise strategy and roadmap for AI enablement, business process engineering, and process automation. Positions these capabilities as enablers of operational excellence, productivity, and digital transformation, with business analysis informing process design and optimized processes enabling automation. Establishes standards for identifying AI use cases within existing business processes, teaching best practices, and guiding responsible adoption of approved AI tools. Continuously evaluates emerging technologies (., AI copilots, agentic tools) to identify opportunities to enhance capabilities and accelerate value delivery.
  • Business Problem Identification & Solution Translation: Partners with business units to identify, assess, and prioritize operational challenges and opportunities. Leads discovery, business analysis, and process mapping to diagnose root causes and define high-value use cases. Translates business problems into clear use cases, requirements, and solution options, applying process engineering, automation, and AI-enabled approaches in the right sequence.
  • Process Engineering & Optimization: Establishes and leads a business process engineering capability to standardize, simplify, and optimize processes. Promotes process design, and continuous improvement. Drives process redesign to improve efficiency, reduce risk, and enhance user experiences before solutions are automated or transitioned for technology delivery.
  • Solution Design & Enablement: Oversees the analysis, framing, and enablement of business process engineering, process automation and AI-enabled solutions, ensuring alignment with business objectives, process design, and enterprise architecture. Drives adoption of AI workplace tools (., Copilot) and self-service solutions by teaching best practices, supporting practical use cases, and helping teams embed approved tools into daily work. Ensures solution concepts are scalable, repeatable, and aligned with governance, risk, and security requirements.
  • Delivery & Technology Collaboration: Acts as a key interface between business teams and developer teams. Ensures well-defined requirements, use cases, and solution designs are transitioned effectively for development and deployment. Partners with AI Technology and stakeholders when solution build, integration, or advanced AI engineering is required.
  • Performance & Value Realization: Defines and tracks key performance indicators (., productivity gains, cycle time reduction, automation rates, adoption metrics). Ensures initiatives deliver measurable business value and align with enterprise priorities. Continuously monitors outcomes and refines approaches to maximize impact.
  • Stakeholder Collaboration: Builds strong relationships with leaders, business units, and Centres of Expertise to drive alignment and adoption. Acts as a trusted advisor on business process engineering, process automation and AI best practices, use-case identification, automation, and process optimization opportunities. Communicates strategy, priorities, and outcomes clearly to leadership.
  • Risk Management & Governance: Ensures adherence to regulatory, risk, and security requirements related to AI and automation. Establishes governance frameworks for responsible AI use, process standardization, and automation controls. Oversees risk identification, mitigation, and compliance within all initiatives.

Required Skills, Experience & Qualifications

  • Bachelor’s Degree in Information Technology, Computer Science, Engineering, Business, or related discipline required or an equivalent combination of experience and education.
  • 9+ years of progressive experience in AI, process automation, business process engineering, or related fields.
  • Experience leading multidisciplinary teams and enterprise-wide initiatives.
  • Financial services experience considered an asset.
  • Bachelor’s Degree in Information Technology, Computer Science, Engineering, Business, or related discipline required or an equivalent combination of experience and education.
  • 9+ years of progressive experience in AI, process automation, business process engineering, or related fields.
  • Experience leading multidisciplinary teams and enterprise-wide initiatives.
  • Financial services experience considered an asset.
  • Experience with process mapping, re-engineering methodologies (Lean, Six Sigma), and continuous improvement practices.
  • Knowledge of AI tools (., Copilot, agentic AI), AI adoption practices, process automation platforms, and workflow technologies.
  • Strong understanding of program management & IT delivery and cross-functional collaboration models.
  • Excellent communication, facilitation, and coaching skills to teach AI enablement best practices and drive alignment and decision-making.
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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Director, Business Process Engineering & AI Enablement (Hybrid) • Kelowna, BC, Canada

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