Manager, Business Technology & AI

Northwest Investment Corp. provides strategic and operational support to affiliated professional services firms, Tower Trust & Investment Company and Centennial Tax & Accounting. We are seeking a Manager, Business Technology & AI to help our organization work more efficiently by improving workflows, maximizing the use of existing systems, and adopting AI tools thoughtfully and responsibly.

This is a hands-on, execution-focused role for a small organization (approximately 50 employees). It is not a traditional IT position and does not involve managing infrastructure, hardware, or a help desk.

Key Responsibilities

Business Systems Optimization

• Improve day-to-day use of Microsoft 365 (Excel, Teams, SharePoint, Copilot)

• Enhance CRM usage, reporting, and data quality
• Improve document management and internal workflows
• Optimize industry-specific trust and tax software already in place

Practical AI Adoption

• Identify and implement AI tools that save time or reduce errors
• Build simple AI-enabled workflows within existing platforms
• Establish clear, practical guidelines and policies for responsible AI use

• Train staff on how to use AI effectively in daily work

Workflow & Process Improvement

• Identify inefficient or manual processes
• Reduce duplicate work and manual data entry
• Improve internal reporting and information flow

Training & Enablement

• Lead practical, role-based training
• Develop simple guides and best practices
• Support adoption of new tools and workflows

What This Role Is Not

• Not an IT support or help desk role
• Not responsible for infrastructure, cybersecurity, or devices
• Not a people-management position

Those functions are supported by external IT providers.

Ideal Candidate Profile

This role is a strong fit for someone who:

• Enjoys improving how work actually gets done
• Is comfortable being hands-on and self-directed
• Communicates well with both technical and non-technical users
• Prefers a small-company environment with visible impact

Qualifications

• Experience with Microsoft 365 and workflow automation tools
• Experience improving business processes or systems
• Familiarity with AI productivity tools
• Financial services experience is helpful but not required

Benefits

• Health & Dental Insurance
• 401(k) with employer match
• Life & Disability Insurance
• Professional development opportunities
• Predictable daytime schedule

Northwest Investment Corp. is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.