The Agent Lead sits at the forefront of transforming Financial Advisor productivity through agentic AI workflows—bridging business problems with intelligent automation. This is a high-ambiguity, rapid experimentation role where you'll define how vendor agents, enterprise frameworks, and internally developed agents coexist and interoperate within a governed ecosystem. This is not a pure engineering role—it's a product-minded builder role that shapes, validates, and scales agentic patterns reusable across Wealth Management.
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Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed