CareerPlanSign in

Strategist, Agent Development - Financial Services

San Francisco, CA💼 Full-time🗓 2026-09-23 → 2026-09-25

Core

Own the end-to-end lifecycle of customer-facing AI agents, transforming high-stakes business problems into production-ready solutions for financial services clients.

Role type

Senior IC Agent Strategist (Financial Services)

Builds

Production AI agents handling thousands of daily conversations for banks, neobanks, and insurers

Domain

Financial Services / AI Agents / Customer Experience

Deliverable

production ML models | product features

Required skills

Agent development lifecycle management, strategic advisory to executives, cross-functional partnership, technical aptitude (APIs, data models, system architecture), complex problem solving in ambiguity, project ownership

Preferred skills

Hands-on experience with LLM agent tools (eval frameworks, RAG, prompt engineering), founding/operator experience, financial technology domain expertise, familiarity with financial security/compliance (fair lending, PII)

Technologies

LLM agent tooling, RAG, eval frameworks, API documentation

Responsibilities

Translate business goals into high-performing agents, advise enterprise leaders on AI strategy, troubleshoot agents in production, surface unmet needs to shape product roadmap, define evaluation metrics and quality bars

Seniority

Senior, hands-on IC

Sourced via ashby · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.