Lead Agentic AI Engineer
Core
Transform Financial Advisor productivity by defining and scaling agentic AI workflows that bridge business problems with intelligent automation in Wealth Management.
Role type
Senior Product-minded Lead Agentic AI Engineer
Builds
Multi-agent systems, reusable agent design patterns, and validated agentic workflow solutions for Financial Advisors.
Domain
Financial Services / Wealth Management / Agentic AI
Deliverable
production ML models | product features
Required skills
Agentic AI system design, RAG architecture, Python backend (FastAPI, async), multi-agent orchestration, tool integration, stakeholder management, technical leadership
Preferred skills
Wealth Management domain expertise, Salesforce Agentforce familiarity, AI risk and governance frameworks
Technologies
Python, FastAPI, Pydantic, Salesforce Agentforce, LLM frameworks
Responsibilities
Partner with Financial Advisors to identify high-value agentic workflow opportunities; Lead rapid POC development cycles for multi-agent interactions; Act as Product Owner for agentic workflows; Establish reusable agent design patterns and prompting strategies; Engage with enterprise stakeholders to align with governance requirements; Manage and develop Context Engineers/Prompt Engineers; Travel to branches to observe workflows and drive adoption.
Seniority
Senior, hands-on IC with product ownership