Level Required for Primary Skill: Expert (14+ years of experience – 10+ years of US experience mandatory)
Additional Details for Role: Should be a hands on AI Engineer
Role Summary
We are seeking an AI Architect cum Engineer to design, build, and operationalize enterprise AI and agentic AI capabilities that support financial advisors in a wealth management environment. This role will focus on creating intelligent tools that help advisors access information faster, automate routine tasks, surface relevant insights, and deliver more personalized client experiences. This is an opportunity to shape the next generation of enterprise AI in a highly visible environment, where innovation, rigor, and business value all matter. The ideal candidate combines strong software engineering skills with hands-on experience developing AI solutions that are secure, scalable, and effective in a regulated financial services setting.
Key Responsibilities
- Design and build enterprise AI applications that support advisor productivity, knowledge retrieval, and decision support
- Develop agentic AI capabilities that can assist with workflow execution, task automation, information synthesis, and next-best-action support
- Build retrieval-augmented generation solutions grounded in trusted enterprise content, client data, and advisor-facing knowledge sources
- Integrate LLMs, APIs, databases, CRM platforms, and enterprise systems into seamless advisor workflows
- Implement prompt, routing, tool-use, memory, and orchestration logic to support advisor-facing AI experiences
- Create evaluation frameworks to measure accuracy, relevance, latency, safety, and business value
- Collaborate with product, architecture, compliance, legal, security, and business teams to deliver solutions aligned to wealth management requirements
- Apply engineering best practices for scalability, observability, auditability, and maintainability
- Support governance, responsible AI controls, and documentation for AI and agentic systems
- Contribute to reusable patterns and accelerators for advisor-facing AI solutions
Required Qualifications
- Bachelor’s degree in Computer Science, Engineering, Data Science, Information Systems, or related field
- 6+ years of experience in software engineering, AI/ML engineering, search engineering, or related technical roles
- Experience building AI applications with LLMs, APIs, and orchestration or agent frameworks
- Experience with retrieval-augmented generation, semantic search, vector databases, or enterprise knowledge systems
- Strong programming skills in Java, Python and/or another modern language
- Experience designing and deploying production systems with cloud services, APIs, and data pipelines
- Ability to communicate effectively with technical and non-technical stakeholders
- Experience supporting financial advisors, wealth management platforms, or client/advisor digital experiences
- Familiarity with agent frameworks, tool-calling patterns, workflow orchestration, or multi-step reasoning systems
- Exposure to LLM evaluation, prompt engineering, observability, and experimentation practices
- Knowledge of CRM, portfolio, planning, or client servicing workflows in wealth management
- Experience in regulated industries with privacy, security, compliance, and responsible AI requirements
- Strong engineering and problem-solving skills
- Ability to translate business needs into practical AI solutions
- Curiosity and adaptability in a fast-moving AI landscape
- Collaborative mindset and clear communication
- Attention to quality, reliability, and user trust
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