Max Spector — Digital Workplace & AI Integration Lead · Cannell & Spears

Max Spector — Digital Workplace & AI Integration Lead · Cannell & Spears · New York City Metropolitan Area.

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About

I work at the intersection of technology, AI, and financial services, helping organizations turn emerging technology into practical improvements in how people work. My experience spans business analysis, data and analytics, digital strategy, and financial services, and has evolved into a focus on enterprise AI adoption, automation, and digital workplace transformation. As Digital Workplace & AI Integration Lead at Cannell & Spears, I focus on deploying AI and automation tools that improve productivity and modernize workflows across the firm. My background includes roles at HarbourVest Partners, Wayfair, and MassMutual, along with an MBA from Boston University’s Questrom School of Business. I’m particularly interested in making technologies like AI useful at the organizational level by connecting the technology itself with thoughtful adoption, governance, and real business needs.

Experience

Digital Workplace & AI Integration LeadCurrent
Cannell & Spears · New York, NY
Aug 2026 – Present
• AI Strategy: Lead the deployment of generative AI and automation tools to streamline workflows and drive firm-wide productivity. • Workplace Transformation: Partner with leadership to design and implement modern digital tools that tackle operational bottlenecks. • Data & ROI: Track adoption metrics and utilize workplace analytics to measure the business impact of new AI integrations. • Change Management: Direct training initiatives to ensure seamless organization-wide transition to advanced digital workflows.
Business Analyst
HarbourVest Partners · Boston, MA
Oct 2022 – Nov 2025
• AI & Analytics Deployment: Spearheaded the firm-wide rollout and implementation of Microsoft Copilot AI and Power BI to drive workplace automation and advanced data visualization. • Cloud Migration: Led the strategic migration project moving all legacy, on-premises company data to cloud infrastructure, ensuring secure and seamless data continuity. • Enterprise Administration: Managed the end-to-end administration, compliance, and strategy for all core Microsoft applications across the enterprise. • Consultant Leadership: Directed a dedicated team of external consultants to execute complex technical initiatives, optimize data strategies, and enhance business operations.