About the role

About the RoleWe are looking for AI Engineers to design and build next-generation AI copilots and agentic systems for the wealth management and financial advisory domain.You will work at the intersection of LLMs, financial workflows, and user experience, building intelligent assistants that augment advisors, automate workflows, and enhance client engagement.This role requires strong hands-on expertise in LLM systems, deep understanding of enterprise-grade AI architecture, and the ability to translate complex financial use cases into scalable AI products.What You Will Do

- Design and build AI copilotsArchitect and develop AI copilots for financial advisors, client servicing, and internal operations
- Build multi-step agentic workflows using LLMs, tools, memory, and orchestration frameworks
- Develop production-grade LLM systemsImplement Retrieval-Augmented Generation (RAG), semantic search, and grounded responses
- Design prompt strategies, evaluation pipelines, and guardrails for accuracy and compliance
- Own end-to-end AI solution lifecycleFrom PoC to production deployment with scalability, reliability, and observability
- Optimize latency, cost, and response quality of LLM systems
- Integrate AI into enterprise ecosystemsEmbed copilots into CRM, advisor platforms, communication tools, and workflow systems
- Work with APIs, event-driven systems, and microservices
- Collaborate cross-functionallyPartner with Product, UX, and domain experts in wealth management
- Translate advisor and client needs into AI capabilities and user journeys
- Drive AI innovationEvaluate emerging LLM models, agent frameworks, and tooling
- Contribute to AI architecture standards, reusable components, and internal platforms

What We Are Looking ForCore Experience

6–10 years in software engineering, with 3+ years in AI/ML and LLM-based systems
Strong experience building LLM-powered applications in production environments
Proven track record of delivering end-to-end AI products, not just experiments

Technical Skills

Languages: Python (preferred), TypeScript or C#
- LLM & AI Stack:OpenAI / Azure OpenAI / Anthropic or equivalent
- RAG architectures, embeddings, vector databases (Pinecone, Qdrant, Azure AI Search)
- Prompt engineering, evaluation frameworks, hallucination control
- Agentic Frameworks:LangChain, LlamaIndex, CrewAI, or similar orchestration frameworks
- Experience designing multi-agent or tool-using systems
- Cloud & Architecture:Azure (preferred) or AWS/GCP
- Microservices, APIs, event-driven systems
- Experience with scalable, distributed systems
- DevOps & Production Readiness:CI/CD pipelines, monitoring, logging, and observability
- Model evaluation, A/B testing, and performance tuning

Domain & Product Orientation

Strong interest or experience in wealth management, financial advisory, or fintech
Understanding of:
- Client-advisor workflows
- Financial documents, compliance constraints, and data sensitivity
Ability to build user-centric AI systems, not just backend models

Preferred Experience

Experience building AI copilots or conversational assistants in enterprise settings
Exposure to Microsoft ecosystem (Azure AI, Microsoft 365, Teams, Graph API)
Experience integrating with CRM systems (e.g., Salesforce) and workflow automation tools
Familiarity with evaluation frameworks, guardrails, and responsible AI practices
Prior work in AI platforming, reusable AI components, or AI CoE setups

What Success Looks Like

AI copilots are actively used by advisors and internal teams
Solutions demonstrate high accuracy, low hallucination, and strong adoption
Systems are scalable, secure, and compliant with financial domain requirements
Clear impact on productivity, client experience, and business outcomes

Engineer / Senior Engineer - AI Engineering

About the role

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