The role focuses on designing and operationalizing AI-driven solutions across the wealth management lifecycle using emerging technologies like agentic and generative AI
Job Summary
The role focuses on designing and operationalizing AI-driven solutions across the wealth management lifecycle using emerging technologies like agentic and generative AI.
Candidates will collaborate with product, design, and technology partners to translate user research into actionable solution designs and support proof-of-concept efforts.
Employees are eligible for a comprehensive benefits program including retirement savings plans, insurance coverage, paid-time off, and incentive compensation.
Matching Summary
The role focuses on designing and operationalizing AI-driven solutions across the wealth management lifecycle using emerging technologies like agentic and generative AI.
Salary
Base: $110,000 - $188,750 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: Comprehensive program including 401K match, insurance, and PTO
Skills & Requirements
Must-have
Python-based ML/LLM stacks experience
Agentic and generative AI knowledge
Data gathering with SQL proficiency
Model deployment and lifecycle management
Proof-of-concept validation skills
Nice-to-have
Master's or PhD in Computer Science
Financial services domain experience
Multi-agent systems integration
Scalable secure backend service building
Java for enterprise application scaling
Key Requirements
Bachelor's degree in Computer Science or related field
Hands-on experience with Python-based ML/LLM stacks
Proficiency in data analysis tools like SQL and Python