Finance Robotics Portfolio Advisory Director

The mandate

The adviser will help finance determine which robotics investments should be scaled, redesigned, retired or never started. The standing question is whether each automation improves an owned process after monitoring, exception handling, control and maintenance are counted. Current proposals often begin with available technology or task volume; this appointment will re-centre choices on process readiness and durable finance value.

At two days a week, the director will hold two monthly portfolio clinics, review selected business and control cases, and participate in one executive decision session. The adviser will coach sponsors and challenge evidence but will not run delivery teams or become a technical design authority. Advice must remain usable regardless of the chosen implementation route.

Each use case will be tested for stable inputs, defined exception ownership, control intent, failure detectability, change frequency and contingency. Claimed hours will be discounted for retained review, support, reruns and displaced work. The adviser should also identify where simplification or process correction is a better answer than automation.

There is no line authority and no investment, release, access or provider-selection authority. Management makes portfolio and implementation decisions. The adviser must disclose financial, referral or employment relationships with automation providers and withdraw from recommendations where independence cannot be protected.

By month seven, finance should have a risk-tiered portfolio method, defensible stop/scale decisions and sponsors capable of presenting post-release evidence. The final advice will address unsupported automations already in operation, including whether containment, redesign or retirement is the responsible path.

What you will own

• Establish portfolio entry criteria covering process ownership, input stability, exception route, control intent, monitoring and fallback.
• Recalculate use-case economics after retained review, maintenance, reruns, support and displaced work.
• Recommend simplification or root-cause correction where automation would preserve avoidable process failure.
• Define scale, hold, redesign and retirement decision tests for automations already in operation.
• Introduce post-release evidence covering quality, exception, capacity, control and operational resilience.
• Challenge sponsors to identify a permanent owner and affordable support model before investment.
• Advise on portfolio sequence and risk; management retains funding, provider, release and access decisions.
• Deliver a final independent portfolio opinion with unresolved risks and next decision dates.

Candidate qualifications

• Show executive advice or leadership across a finance robotics portfolio with explicit stop and retirement decisions.
• Provide an example where full operating economics invalidated projected hours or savings.
• Demonstrate how process simplification displaced an unnecessary automation proposal.
• Evidence judgement across finance controls, exception handling, support, change and failure recovery.
• Show influence over sponsors without controlling funding, delivery or technology architecture.
• Describe post-release measures that exposed drift or hidden manual effort.
• Disclose relevant interests involving automation, service or implementation providers.

Working terms and boundaries

• The retainer covers two days a week, two monthly portfolio clinics, one executive review and agreed case analysis.
• Delivery management, technical design, procurement or incident response requires a separate scope and fee.
• The adviser cannot approve investment, select providers, grant access, direct staff or authorise releases.
• Management owns source evidence, implementation and formal control conclusions.
• Provider interests and referral relationships require continuing disclosure throughout the seven-month term.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 5 October 2026. Mandate reference FNA-ADV-2026-SEO-36.