Founding AI Engineer at Helmsted
Hybrid
Core
Building the AI agents and intelligence for an operating system that helps wealth advisors plan, analyze taxes/estates, and manage client meetings.
Role type
Founding AI Engineer (Agentic Systems)
Builds
AI-native operating system for wealth advisors
Domain
Fintech / Wealth Management
Deliverable
production ML models
Required skills
Agent development, Long-term memory systems, Retrieval over large document sets, Model routing and cost optimization, Secure data access patterns, System evaluation and iteration
Preferred skills
Fintech experience
Technologies
LLMs, RAG, Agent frameworks
Responsibilities
Build agents and intelligence, Develop evals and systems that improve from usage, Implement long-term memory and retrieval, Optimize model routing and cost, Ensure secure permissioned access to client data