The Agent Lead advances Financial Advisor productivity through agentic AI workflows, connecting business problems with intelligent automation. This is a high-ambiguity, rapid-experimentation role focused on defining how vendor, enterprise, and internally developed agents coexist and interoperate within a governed ecosystem. It is a product-minded builder role that shapes, validates, and scales reusable agentic patterns across Wealth Management. The role partners with Financial Advisors, field leadership, and business stakeholders to identify high-value workflow opportunities and determine when AI is appropriate compared with deterministic automation. It leads rapid proof-of-concept development, owns workflows from use-case definition through validated solution patterns, establishes agent design practices, and aligns solutions with enterprise frameworks, standards, and governance. The position also manages and develops Context Engineers and Prompt Engineers, and travels to branches and field locations to observe workflows, validate usability, and support adoption.
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Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed