Principal Solution Engineer - Financial Services
Core
Align innovative AI and technology strategies with complex Financial Services accounts, acting as a trusted advisor to drive consensus on multi-product solutions.
Role type
Principal Solution Engineer (Financial Services)
Builds
Multi-product Salesforce solutions, AI/Agentic AI architectures, and customized executive demos for banking, insurance, and capital markets clients.
Domain
Financial Services (Banking, Insurance, Wealth Management, Capital Markets) + Enterprise Cloud & AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Enterprise software architecture, cloud technologies, API integration, business problem definition, AI/Agentic AI strategy, executive-level presentation, cross-functional consensus building
Preferred skills
Financial Services regulatory knowledge (SOX, FINRA, SEC), agentic coding tools (Claude Code, Cursor), Salesforce CRM expertise, solution engineering experience
Technologies
Salesforce CRM, Agentic AI frameworks, RAG, real-time data pipelines, Claude Code, Cursor, Gemini, NotebookLM
Responsibilities
Develop technical Points of View on AI architecture and governance; run customer-facing workshops and execute proof of concepts; demonstrate connected experiences via rapid prototyping; evaluate build vs. buy options; lead cross-functional solution guides.
Seniority
Principal, hands-on IC with strategic advisory scope
