CAREERS

About the role
At Craigs (CIP) we are focused on helping our clients to achieve their financial goals and grow their wealth. We believe that where a client’s financial future is concerned, our people are fundamental to achieving this. Our collective skills, knowledge and commitment means that we can provide the best possible outcomes for our clients.

Reporting to the Head of Digital, Data and AI role, this is a full-time permanent role based at our Tauranga office.   You will work across the business to identify and prioritise AI use cases, design future-state processes, support prototype development and testing, and help successful AI Agents move into production.

You will connect business needs with technical delivery, partnering with business leaders, subject matter experts, AI Engineers and change specialists to ensure each solution is useful, reliable and delivers measurable value for our clients and our business.

What you will do:

• Engage with teams across Craigs to discover, capture and assess AI opportunities.
• Maintain a structured use case register and prioritise opportunities based on value, feasibility, strategic alignment and complexity.
• Work with subject matter experts to map current processes and design future-state workflows incorporating AI Agent capabilities.
• Partner with AI Engineers to support prototyping, define acceptance criteria and coordinate thorough testing.
• Present demonstrations, testing outcomes and production-readiness recommendations to programme leaders and the AI Agent Sub-Committee.
• Develop training and communication materials, support end-user adoption and enable a smooth transition into business-as-usual operations.
• Define success measures and track benefits through formal three- and six-month post-deployment reviews 

About you 

You are a structured, curious and collaborative problem-solver who can translate complex business needs into clear, practical solutions.  The successful candidate will operate within the parameters of the NZX rule and regulations, relevant legislation and CIP procedures and policies.  You will also ideally bring:

• At least two years’ experience in business analysis, process improvement, change or a related role.  
• Experience capturing and prioritising requirements or use cases, developing business cases and documenting workflows.
• Strong stakeholder engagement, facilitation and communication skills across business and technical audiences.
• Experience working with cross-functional teams and delivering training or change activities.
• Exposure to AI, automation or digital transformation initiatives.
• A strong commitment to quality, including careful testing, documentation and benefits tracking.
• Knowledge of financial services or wealth technology, or the ability to build it quickly.
• A relevant tertiary qualification is desirable. Qualifications in business analysis, process design or change management—and AI-related learning such as AI fundamentals, prompt engineering or design thinking—would be an advantage.

 Benefits

• Comprehensive health insurance
• Annual Craigs Community Day (paid volunteer day)
• Additional week of leave (conditions apply)
• Other leave (such as sick leave, bereavement leave, and family violence leave) from your first day of work
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers 
• Long service leave
• Annual health check and flu vaccinations
• Flexible work options
• Savings benefits and preferential insurance rates

About Craigs?

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, our people are fundamental to helping clients achieve their financial goals and grow their wealth. This role offers the opportunity to contribute to an organisation-wide AI programme, shape solutions from discovery through to benefits realisation, and work with a broad network of business and technology specialists.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers

How to apply

If you enjoy turning emerging technology into well-designed, measurable business outcomes, we would like to hear from you.  Please submit your application online now as we will be interviewing suitable candidates as they apply.