Director of Business Technology & AI

Northwest Bank & Trust Company•Davenport, IA

1d•Hybrid

About The Position

Northwest Investment Corp provides strategic and operational leadership to affiliated professional services firms. Our mission is to help those firms modernize responsibly, pairing strong governance with forward-looking technology and smarter ways of working. We are seeking a Director of Business Technology & AI to work directly with senior leadership of our companies to fully leverage our existing systems and thoughtfully adopt new technologies that improve efficiency, insight, and client service. This role is not a traditional IT position. It focuses on optimizing how our companies operate. The right person will help our team work smarter by improving workflows, maximizing the capabilities of our software platforms, and leading the thoughtful adoption of AI tools across the organization. THIS ROLE SUPPORTS Tower Trust & Investment Company — an independent trust company focused on disciplined investment management and fiduciary excellence. Centennial Tax & Accounting — a professional services firm delivering trusted tax and accounting expertise. As AI rapidly reshapes professional work, we are committed to adopting it thoughtfully and securely, in ways that genuinely improve day-to-day work.

Requirements

The best candidate will be someone who naturally:
Sees inefficient processes and immediately thinks of better ways
Enjoys exploring what software can really do
Experiments with automation and AI tools
Can translate technical capabilities into practical solutions
Is energized by helping colleagues work more effectively
This role requires both technical curiosity and strong communication skills.
Strong candidates typically have experience with many of the following:
Microsoft 365 ecosystem
Workflow automation tools
CRM platforms
AI productivity tools
Process improvement
Data analysis and reporting tools
System integrations
The most important trait is the ability to connect technology with real business outcomes.

Nice To Haves

Experience in financial services is helpful but not required.
Strong candidates may come from roles such as:
Business systems manager
Technology consultant
Operations or process improvement leader
CRM or workflow automation specialist
Digital productivity or automation consultant

Responsibilities

Business Systems Optimization
Identify opportunities to improve how we use the systems that power the firm, including:
Microsoft 365 (Excel, Teams, SharePoint, Power Automate, Copilot)
CRM platforms
Document management and workflow tools
Industry-specific core systems, including:
Core trust accounting and reporting system
Core tax preparation software
Your role is to ensure we are using the full capabilities of the tools we already own.
AI Leadership & Implementation
Serve as the firm’s internal champion for practical AI adoption.
Responsibilities include:
Identifying AI tools that improve productivity and decision-making
Implementing AI workflows that automate routine work
Establishing safe and compliant use of AI
Training employees on how to use AI effectively in daily work
Staying current on AI developments relevant to professional services
Workflow & Efficiency Improvement
Work with teams across the firm to identify opportunities to simplify processes, eliminate friction, reduce errors, and free up time.
Examples might include:
Automating reporting processes
Improving CRM usage and data quality
Streamlining internal workflows
Reducing manual data entry through integrations and automation
Training & Technology Enablement
Help our team become more capable and confident users of technology.
This includes:
Leading practical training sessions
Developing best practices for system use
Providing guidance on new tools and workflows
Helping teams adopt more efficient habits