Need Lead AI Product Manager or Lead AI Engineer with Retirement OR Wealth Domain Exp

Position 1:

Lead AI Product Manager with Retirement OR Wealth Domain

Boston, MA or Windsor, CT

Responsibilities:

• Product Strategy & Roadmap
• Discovery & Specification
• Execution & Delivery
• Stakeholder Alignment

Experience

•            8+ years of product management experience, with at least 4 years in AI/ML product roles at a technology company, fintech, or financial services firm.

•            Demonstrated track record of shipping AI-powered products to production — owning the full lifecycle from discovery through measurable adoption.

•            Lead or principal-level experience: defined product strategy and roadmap independently, not just executed against someone else’s vision.

•            Prior ownership of products in a regulated environment (financial services, healthcare, or similar); experience navigating compliance and legal review as part of the standard product process.

•            Experience influencing VP-and-above stakeholders without direct authority.

AI & Technical Fluency  —  Required and Evaluated

Evaluated rigorously. Candidates should expect to demonstrate these in the interview process, not just claim them on a resume.

•            LLM product experience: shipped at least one production feature using large language models (OpenAI GPT-4o, Anthropic Claude, Google Gemini, or equivalent); understands prompt engineering, system prompt design, context window management, and structured output extraction.

•            RAG architecture fluency: can evaluate the quality of a RAG pipeline — chunking strategy, embedding model selection, retrieval precision/recall trade-offs, re-ranking logic, and hallucination mitigation. Does not need to implement but must be able to interrogate.

•            Agentic AI product design: has designed or shipped features using agentic workflows (tool use, multi-step reasoning, agent orchestration via LangChain, LangGraph, Vertex AI Agent Builder, Copilot Studio, or equivalent); understands where agents fail and how those failures affect fiduciary use cases specifically.

•            Model evaluation and metrics: can define evaluation frameworks for AI outputs; understands precision/recall, ROC-AUC, hallucination rates, and task-specific quality metrics; able to review an LLM eval suite and assess whether it covers the right failure modes for a retirement context.

•            Data fluency: comfortable interrogating SQL, reviewing data pipeline design, and forming hypotheses from participant behavioral data without requiring a data analyst to translate.

•            AI tooling in practice: uses AI coding assistants (GitHub Copilot, Claude Code, Cursor, or equivalent) and agentic tools daily — this team builds with these tools, not about them.

•            API and system awareness: can read a technical architecture diagram, understand latency/reliability constraints, and write specs that account for engineering realities including model serving costs and token limits.

•            Experimentation: A/B test design, cohort analysis, statistical significance, and shadow deployment patterns for AI features in production.

Retirement & Wealth Domain—  Mandatory Required

•       Defined Contribution Plans: 401(k), 403(b), 457 mechanics; contribution limits and catch-up provisions; employer match and vesting design; recordkeeper/TPA/plan sponsor ecosystem; QDIA rules; plan document fundamentals.

•       ERISA & Fiduciary Standards: ERISA prudence and loyalty requirements; functional fiduciary standard and prohibited transactions; how AI-generated outputs must be structured to support — not replace — fiduciary decision-making; DOL guidance on AI use in retirement plan contexts.

•       2026 Regulatory Landscape: SECURE 2.0 provisions (auto-enrollment, RMD changes, catch-up rules); the April 2026 interagency model risk management guidance superseding SR 11-7 — including its principles-based approach to materiality tiering and proportional controls for AI and agentic systems; evolving DOL fiduciary rule.

•       Participant Behavior & Retirement Readiness: Behavioral finance drivers of savings inertia; retirement income adequacy frameworks; auto-enrollment and escalation research; decumulation and guaranteed income strategies (relevant to SECURE 2.0 lifetime income provisions).

•       Investment Products: Target-date fund construction and glide paths; managed account structures and fee models; model portfolio construction; how investment advice flows to participants in a qualified plan context.

•       Advisor & Plan Sponsor Dynamics: Advisor business models (RIA, broker-dealer, captive); plan sponsor decision-making and governance committee structures; competitive recordkeeper landscape; how AI advisor copilots are being deployed at Morgan Stanley, JPMorgan, and peer firms.

PREFERRED QUALIFICATIONS

•            CFP, CFA (or candidate), CEBS, CRPS, or ASPPA credentials (QKA, QPA).

•            Direct experience at a retirement recordkeeper, asset manager, RIA platform, or retirement-focused fintech in a product or strategy role.

•            Familiarity with the 2026 interagency model risk management framework and its practical application to GenAI and agentic systems in a regulated financial institution.

•            Experience with voice-of-customer research at scale: in-product feedback loops, NPS analysis, longitudinal participant cohort studies.

•            Hands-on experience with MCP (Model Context Protocol) integrations or multi-agent system product design.

•            History of building 0→1 AI products in an innovation lab or startup-within-a-large-institution context.

Position 2:

Lead AI Engineer with Retirement OR Wealth Domain

Boston, MA or Windsor, CT

Responsibilities:-

• Architecture & Technical Design
• Hands-On Engineering
• MLOps & Production Reliability
• Technical Leadership

Experience

•            10+ years of progressive software engineering experience with sustained hands-on contributions (aligned with Citi C14/SVP benchmark for this level).

•            3+ years of dedicated experience building LLM-based systems and agentic architectures in production environments — not research or notebook work.

•            Proven success architecting and delivering multiple enterprise-scale AI solutions into production; can speak to architecture decisions, failure modes encountered, and how systems were improved post-launch.

•            Prior lead or staff-level role: set technical direction, owned critical systems end-to-end, influenced engineering practices across a team.

•            Experience delivering AI systems in a regulated environment (financial services, healthcare, or similar) with compliance, audit trail, and governance requirements.

Programming & Core Engineering

•            Rust (required, expert level): production systems development including memory safety, async programming with Tokio, error handling patterns, trait design, and testing — used for performance-critical AI service layers, data pipelines, and backend infrastructure.

•            TypeScript / Node.js (required): production API services, async/await patterns, type-safe API contracts, and React-based front-end interfaces for advisor and participant-facing tools; full-stack TypeScript capability is expected, not optional.

•            Solana / Solana programs (required): smart contract development using Anchor or native Solana program model; familiarity with Solana’s account model, transaction structure, and program-derived addresses (PDAs) as they apply to on-chain financial data and tokenized retirement or investment products.

•            Software engineering fundamentals: system design, CI/CD pipeline ownership, testing strategy (unit, integration, contract, eval), resiliency patterns, security practices for AI services, and operational stability.

•            API development: RESTful and event-driven API design using TypeScript/Node.js or Rust (Axum, Actix, or equivalent); authentication, rate limiting, versioning, and API contracts for AI services consumed by downstream systems.

•            Data engineering: complex SQL proficiency; data pipeline construction in Rust or TypeScript (dbt, Airflow, Prefect, or equivalent); working with structured financial data at scale; experience with Snowflake, Spark, or similar.

•            Front-end capability: React with TypeScript to build production-quality interfaces for advisor and participant-facing AI tools — not a specialization, but full ownership of the UI layer is expected.

•            Databases: vector databases (Pinecone, Weaviate, pgvector, OpenSearch); relational (PostgreSQL, SQL Server); document (MongoDB); caching (Redis).

LLM & Generative AI Engineering  —  Required

•            Production LLM integration: hands-on experience with OpenAI GPT-4o, Anthropic Claude, Google Gemini/Gemma, and/or AWS Bedrock in user-facing production applications — not just API experimentation.

•            RAG system design and implementation: vector store selection and configuration, chunking and embedding strategies, hybrid search, re-ranking, and rigorous evaluation (RAGAS, custom eval frameworks, or equivalent).

•            Prompt engineering at an engineering level: system prompt design for financial services safety constraints, few-shot construction, structured output extraction (JSON/XML), prompt version control, and regression testing.

•            Agentic AI architecture: tool use and function calling; multi-step reasoning chains; agent orchestration frameworks (LangGraph, LangChain, Google ADK, AutoGen, CrewAI, or custom implementations); MCP (Model Context Protocol) server design and integration for financial data sources.

•            LLM evaluation: building eval suites for correctness, hallucination, instruction-following, and task-specific quality; LLM-as-judge patterns; adversarial robustness testing for financial advice contexts.

•            Output validation and safety layers: guardrails, output parsers, confidence scoring, fallback logic, and human-in-the-loop escalation patterns for production AI systems handling regulated financial outputs.

•            ML frameworks: working knowledge of TensorFlow and PyTorch — sufficient to fine-tune, evaluate, and integrate transformer-based models; not required to build from scratch but must understand model mechanics to make architecture decisions.

Cloud, Infrastructure & MLOps

•            Cloud platforms: production experience on AWS, Azure, or Google Cloud Platform — AI/ML services (SageMaker, Azure ML, Vertex AI), serverless compute, managed databases, and storage.

•            Containerization and orchestration: Docker (required); Kubernetes working knowledge; experience deploying AI inference services in containerized environments with auto-scaling.

•            MLOps: experiment tracking (MLflow, Weights & Biases, or equivalent); model versioning; deployment pipelines for AI systems; CI/CD for model updates with automated quality gates.

•            Observability: logging, tracing, and metrics for AI services (Datadog, CloudWatch, OpenTelemetry, or equivalent); building dashboards and alerts for model quality, hallucination rates, and system health.

Retirement & Wealth Domain Knowledge  —  Required

Engineering in a retirement context is different from general fintech. You are building systems that touch fiduciary decisions and regulated investment outputs. You do not need to be a certified financial planner, but you must understand what you are building for.

•            Defined Contribution Mechanics: 401(k)/403(b)/457 plan structures; contribution and matching rules; the recordkeeper/TPA/plan sponsor data ecosystem; what participant data looks like, where it comes from, and what PII controls apply.

•            ERISA & Fiduciary AI Constraints: how fiduciary obligations constrain what AI systems can output autonomously vs. require human review; prohibited transaction implications for AI-generated investment guidance; audit logging requirements for ERISA-covered plan decisions.

•            2026 Model Risk Management Framework: the April 2026 interagency guidance replacing SR 11-7 — including its materiality-tiered approach, proportional controls, conceptual soundness documentation requirements, and principles-based treatment of GenAI and agentic systems; how to design AI systems that generate governance evidence as a byproduct of normal engineering operations.

•            Investment Data: fund data structures (NAV, returns, expense ratios, asset allocation); participant account and transaction data; market data feeds; familiarity with Aladdin (BlackRock), Orion, or similar platforms is a plus.

•            Privacy & Security in Financial AI: SOC 2 Type II requirements; PII handling for participant financial data; data residency and retention requirements; experience building AI systems with appropriate access controls for sensitive financial information.