AI Ecosystem and Integration Specialist
About The Position
The AI Ecosystem and Integration Specialist is a senior technical leader responsible for understanding how Diversify’s data, platforms, and workflows connect, and for making them work together effectively enough for AI to operate across them. The role partners with business stakeholders, platform owners, and engineering teams to define the target AI architecture and determine what must be addressed before agents can perform useful work. The specialist is expected to be both strategic and hands-on, moving from architecture planning to integration work as needed. A core part of the role is continuously learning about new AI capabilities and how they are reshaping wealth management, then translating that knowledge into better solutions for the firm, its advisors, and its clients. The position also advises leaders on options, risks, and tradeoffs, and helps prioritize AI use cases by value and feasibility.
Requirements
- At least 6 years of experience in solutions architecture, data or integration engineering, or technical strategy.
- At least the last 2 years focused on AI integration and architecture directly related to the position.
- Strong systems-thinking skills and the ability to balance immediate delivery needs with long-term scalability.
- Demonstrated ability to influence across departments without formal authority.
- Clear communication skills, including the ability to explain technical concepts to non-technical audiences.
- Intellectual curiosity, a consistent habit of staying current, and comfort working in a rapidly changing field.
- Solution-focused, flexible, and user-centric approach.
- Deep understanding of system integrations, data models, and security considerations.
- Strong Python and JavaScript/TypeScript skills.
- Working knowledge of data architecture, data lakes, data management, Postgres, graph databases, and how agent-built software relies on them.
- Hands-on experience with APIs, integration platforms or ETL tools, and cloud environments.
- Ability to rapidly assess gaps and recommend practical solutions.
Nice To Haves
- Familiarity with the wealth management technology landscape, or the curiosity to learn it quickly.
- Hands-on LLM and agent experience, and familiarity with MCP or similar integration patterns.
- Experience working in a highly regulated industry.
Responsibilities
- Inventory systems, data sources, and data flows, and document how they relate.
- Identify integration gaps, data quality problems, and ownership issues, and lead work to address them.
- Track AI advancements, particularly in wealth management, including new models, integration standards, data and security practices, peer and vendor adoption, and evolving regulatory guidance.
- Assess promising AI options for fit within the company’s ecosystem, recommend build, buy, or partner decisions, and regularly brief leadership on implications for architecture and the roadmap.
- Ensure the advisor-facing platform is securely connected to necessary data and systems, with access controls and activity logging to support oversight.
- Define the company-wide target architecture for AI, including safe ways for agents to access data and tools.
- Establish access, security, and governance standards, with documentation that supports long-term scalability.
- Advise leaders on options, risks, and tradeoffs, and help prioritize use cases by value and feasibility.
Benefits
- Medical coverage with HSA and FSA options.
- Dental and vision coverage.
- 401(k) with a generous company match.
- Access to a personal financial planner and unique investment options.
- Four weeks of paid time off.
- Twelve paid holidays.
- Two days for giving back.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
