Technical Deployment Lead, Financial Services

About the Team

OpenAI’s Forward Deployed Engineering (FDE) team turns research breakthroughs into production-grade systems. We embed deeply with customers to solve high-leverage problems and act as the delivery engine for our most complex large-scale engagements. We move quickly from prototype to production and surface reusable patterns that shape our platform. We operate at the intersection of deployment and development – working closely with OpenAI Research, Product and Partnerships.

About the Role

This is a founding role. As our first Technical Deployment Lead (TDL) for Financial Services, you will define how OpenAI delivers complex systems to customers. You will own how they are built, shipped, and adopted. You’ll translate business outcomes into a technical plan, run day-to-day execution across FDEs, Researchers, and Customer Engineers, and partner with customer teams to ensure delivery supports their goals.

You will focus on the Financial Services vertical, partnering with banks, asset managers, and private capital investors to deploy next-generation AI capabilities across their operations, investment processes, and portfolio companies. You will own delivery end-to-end: embedding with Financial Services customers to map workflows and success criteria, ensuring components ship on time, and leading readiness and change management for adoption. You’ll track progress, manage dependencies, make sequencing decisions, and drive 0→1 prototypes through MVP and scale. You will also share field insights with Product and Research to guide roadmap and priorities.

Success will be measured first and foremost by impact - deployments that deliver measurable value against customer goals, drive adoption, and become critical to their workflows. Additional measures of success include delivery reliability (milestones hit, low reopen/churn), operating leverage (patterns reused across deployments), judgment under pressure, and product impact (field signal that shifts roadmaps/architectures).

This is a high-trust, high-autonomy role. Success requires deep technical project management expertise, extreme ownership of outcomes, and an ability to immerse in customer workflows and partner with customer teams to solve complex engineering problems at pace.

This role is based in New York City. We use a hybrid work model of 3 days in the office per week. We offer relocation assistance. Travel up to 50% is required.

In this role, you will:

• Own the technical delivery plan for multiple interdependent workstreams. Translate business objectives into a roadmap with milestones, dependencies, and acceptance criteria.

• Run day-to-day engineering execution. Track and drive delivery across OpenAI FDE and customer teams. Keep progress unblocked and sequenced. Make real-time trade-offs on scope and priority to protect the critical path.

• Embed with customer teams to land production deployments and drive adoption. Map workflows, shape tools/integrations, and translate requirements into a delivery plan. Lead onboarding, adoption, and change management.

• Partner with Product and Research so platform components and research workstreams land in time to support deployment goals.

• Codify solution patterns and evals. Extract reusable patterns and package field signals to improve product and models.

• Own value cases and ROI. Set impact hypotheses, baselines, and KPIs; run pre-/post-deployment measurement and report to exec sponsors.

• Shape how we engage Financial Services customers

You’ll thrive in this role if you:

• Bring 7+ years of customer‑facing technical delivery leadership.

• Have expertise in Financial Services

• Track record of successfully leading large, complex, high-stakes customer engagements where customer outcomes depended on tight coordination and fast decision making, ideally involving AI.

• Excel in high ambiguity environments. Know how to simplify complex and dynamic work.

• Move fluidly between system level understanding and execution level detail; can dive into customer workflows/data, map constraints, sketch architectures and move ambiguous problems to shipped systems.

• Think strategically and pattern-match. Able to step back from execution detail, recognise broader trends across deployments, and connect customer needs to scalable, reusable solutions.

• Have strong technical fluency and sharp sequencing instincts. Confident discussing technical details, pressure-testing architectures, and making trade-offs.

• Have shipped AI/LLM systems. You understand solution patterns, integration basics, and production pitfalls.

• You’re a translator with executive presence. You make complex technical trade-offs legible to business leaders and convert strategy into day-to-day technical execution.

• Enjoy being onsite with customers to accelerate delivery (often 25-50%, sometimes higher).

About OpenAI

OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool that must be created with safety and human needs at its core, and to achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity. 

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristic.

For additional information, please see OpenAI’s Affirmative Action and Equal Employment Opportunity Policy Statement.

Background checks for applicants will be administered in accordance with applicable law, and qualified applicants with arrest or conviction records will be considered for employment consistent with those laws, including the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, for US-based candidates. For unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In addition, job duties require access to secure and protected information technology systems and related data security obligations.

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