We are seeking a hands-on Financial Services Principal Consultant with AI experience to design, build, and scale GenAI-powered solutions for banking and financial services. The role focuses on understanding business pain points, define solution leveraging AI techniques, with experience in LLM application development, agent orchestration, and data-driven AI pipelines to be developed for specific financial services use cases. Here are some AI engagements our consultants are working on: Improve Day in life of Wealth Advisor leveraging AI interventions such as – Client Profiling, Client Advisor Mapping, Meeting summarization, Next Best Action. Reduce false positives in Trade / AML Surveillance to ensure Compliance personnel are focusing their time on critical alerts. Faster onboarding of clients leveraging AI driven KYC processes – Negative News screening, Beneficial Ownership determination, Document information extraction and validation. Improve Operational processes leveraging AI / Gen AI – Corporate Actions, Reconciliations, Predict Settlement failures, etc Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce. Comprehensive portal to do a “Best Match” and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams
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Job Type
Full-time
Career Level
Principal