AI & Automation Engineer
Core
Internal consultant engineer who analyzes business processes, identifies automation opportunities, and delivers end-to-end solutions (no-code, scripting, or AI workflows) to improve operations across investor services, partnerships, marketing, and risk teams.
Role type
Senior IC AI & Automation Engineer (Process Optimization)
Builds
Custom automation solutions, API integrations, and AI-enabled workflows for internal business processes
Domain
Fintech / Wealth Management / Process Automation
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Process analysis, API integration, JavaScript/TypeScript, AI/LLM workflow design, No-code/Low-code platforms, Cloud infrastructure, Security & governance compliance
Preferred skills
Google Cloud (Cloud Run, Scheduler), Terraform, CI/CD pipelines, Financial services domain knowledge, Business analysis background
Technologies
Python, JavaScript, TypeScript, Make, n8n, Zapier, Google Cloud, Claude, Claude Code
Responsibilities
Shadow cross-functional teams to map processes and identify bottlenecks; Design and build automation solutions using no-code, low-code, or custom scripts; Develop API integrations and authentication mechanisms; Prototype and test AI-enabled workflows; Monitor and optimize automation reliability and performance; Evaluate trade-offs between building custom tools vs. configuring third-party solutions
Seniority
Mid-to-Senior, hands-on IC with mentorship from team lead