Lead Agentic AI Engineer
Summary
Lead the design and integration of agentic AI workflows to boost financial advisor productivity, balancing vendor, enterprise, and internal AI agents within a governed ecosystem.
Job Description What is the opportunity? 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, vali…