The AI Agent Engineer is a hands-on builder who turns well-defined business use cases into working, reliable agents. The role partners with the AI Ecosystem and Integration Specialist, product owners, and business users to build, test, and improve agents that use tools, retrieve information, and complete multi-step workflows. The engineer supports the advisor platform by building and testing agents, tools, and prompt assets, then using usage and quality data to improve them. The role also involves evaluating and monitoring agent accuracy, reliability, and cost, refining requirements with business users, and documenting work so others can use and extend it. Continuous learning and awareness of developments in AI and wealth management are core parts of the position. The engineer is expected to test promising ideas, apply new capabilities to improve solutions for the firm, advisors, and clients, and share learnings with the team and wider firm.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed