CareerPlan

Senior Engineer, AI & Automation Platform

San FranciscoFull-time$100k–$150k2026-11-07
On-site · United StatesNo visa sponsorship

Core

Build and own automation pipelines that transform firm and client documents (spreadsheets, PDFs, decks) into audit-ready institutional deliverables like quarterly reports and investment-committee memos.

Role type

Senior IC AI & Automation Platform Engineer

Builds

Production-grade document ingestion, verification, and generation pipelines for financial services clients

Domain

Financial services / Document automation / AI

Deliverable

production ML models

Required skills

LLM integration with grounding/verification, multi-pass/self-critique workflows, data extraction from unstructured/semi-structured documents, deterministic business logic design, production data pipeline engineering, system reproducibility, server deployment and monitoring

Preferred skills

Multimodal model experience for image/scanned-document extraction, third-party OCR API integration, Azure ecosystem familiarity (Azure OpenAI, Azure AI Search, Azure Functions)

Responsibilities

Design conservative, traceable entity resolution; build generate-critique-revise-audit-verify pipelines; take systems from local prototypes to unattended server production; implement caching for expensive extraction calls; build lightweight operator interfaces with observability

Seniority

Senior, hands-on IC