Product Specialist, Rebalancing
Core
Become the resident expert on an optimization-based rebalancer, building AI agents to handle advisor inquiries, monitoring automated rebalancing performance, and producing customer-facing guides.
Role type
Product Specialist (Rebalancing)
Builds
AI agents for rebalancer support, customer-facing onboarding guides, custom reports for financial advisors
Domain
Wealth management / Financial technology / Portfolio optimization
Deliverable
production ML models
Required skills
SQL, systems thinking, financial data analysis, AI agent development, rebalancing concepts, trading solutions familiarity
Preferred skills
Experience with trading solutions, portfolio management concepts
Technologies
SQL, AI agents
Responsibilities
Build AI agents to craft precise responses to advisor inquiries; investigate customer-reported bugs; produce and improve customer-facing onboarding guides; monitor automated rebalancing progress from ingestion to execution; analyze rebalancer performance trends; provide custom reports for financial advisors; liaise with Customer Success, Market Data, and Compliance teams.
Seniority
Mid-level, hands-on IC
