Role: AI Engineer

Location: HYBRID (2 in-office days at local client office per week)

Duration: 6 Months Contract

Job Descriptio

n:We are seeking an AI 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 settin

g.
Key Responsibilit

iesDesign and build enterprise AI applications that support advisor productivity, knowledge retrieval, and decision supp
ortDevelop agentic AI capabilities that can assist with workflow execution, task automation, information synthesis, and next-best-action supp
ortBuild retrieval-augmented generation solutions grounded in trusted enterprise content, client data, and advisor-facing knowledge sour
cesIntegrate LLMs, APIs, databases, CRM platforms, and enterprise systems into seamless advisor workfl
owsImplement prompt, routing, tool-use, memory, and orchestration logic to support advisor-facing AI experien
cesCreate evaluation frameworks to measure accuracy, relevance, latency, safety, and business va
lueCollaborate with product, architecture, compliance, legal, security, and business teams to deliver solutions aligned to wealth management requireme
ntsApply engineering best practices for scalability, observability, auditability, and maintainabil
itySupport governance, responsible AI controls, and documentation for AI and agentic syst
emsContribute to reusable patterns and accelerators for advisor-facing AI soluti

ons
Required Qualificat

ionsBachelor’s degree in Computer Science, Engineering, Data Science, Information Systems, or related f
ield6+ years of experience in software engineering, AI/ML engineering, search engineering, or related technical r
olesExperience building AI applications with LLMs, APIs, and orchestration or agent framew
orksExperience with retrieval-augmented generation, semantic search, vector databases, or enterprise knowledge sys
temsStrong programming skills in Java, Python and/or another modern lang
uageExperience designing and deploying production systems with cloud services, APIs, and data pipel
inesAbility to communicate effectively with technical and non-technical stakehol

ders
Preferred Qualifica

tionsExperience supporting financial advisors, wealth management platforms, or client/advisor digital experi
encesFamiliarity with agent frameworks, tool-calling patterns, workflow orchestration, or multi-step reasoning sy
stemsExposure to LLM evaluation, prompt engineering, observability, and experimentation prac
ticesKnowledge of CRM, portfolio, planning, or client servicing workflows in wealth manag
ementExperience in regulated industries with privacy, security, compliance, and responsible AI require
mentsStrong engineering and problem-solving s
killsAbility to translate business needs into practical AI solu
tionsCuriosity and adaptability in a fast-moving AI land
scapeCollaborative mindset and clear communic
ationAttention to quality, reliability, and user

trust