About the Position:
The AI Ecosystem and Integration Specialist is a senior technical leader responsible for understanding how our data, platforms, and workflows connect, and for making them connect well enough for AI to operate across them. This role partners closely with business stakeholders, platform owners, and engineering teams to define the target architecture for AI and decide what must be fixed before agents can do useful work. The ideal candidate is both strategic and hands-on, capable of moving from whiteboard architecture to integration work when needed. AI is changing faster than any technology we have seen. A core part of this role, not a side task, is continuously building your understanding of new AI capabilities and how they are reshaping wealth management, and turning that understanding into better solutions for our firm, advisors, and clients.
Your Impact:
- Ecosystem Mapping: Inventory our systems, data sources, and data flows, and document how they relate.
- Integration & Data Quality: Identify integration gaps, data quality problems, and ownership issues, and lead the work to close them.
- Continuous Learning & Industry Awareness: Actively track advancements in AI, with particular focus on wealth management, including new models, integration standards, and data and security practices, how peer firms, custodians, and technology vendors are applying AI, and evolving regulatory guidance. Assess how promising options fit within our ecosystem, recommend build, buy, or partner decisions, and brief leadership regularly on what is changing and how it affects our architecture and roadmap.
- Advisor Platform Foundation: Ensure the advisor-facing platform is securely connected to the data and systems it needs, with access controls and activity logging that support oversight.
- AI Architecture: Define the target architecture for AI across the company, including how agents reach data and tools safely.
- Standards & Governance: Establish standards for access, security, and governance, with documentation that supports long-term scalability.
- Leadership Advisory: Serve as a trusted advisor to leaders, helping evaluate options, risks, and tradeoffs, and prioritize use cases by value and feasibility.
Who You Are:
- 6+ years of experience in solutions architecture, data or integration engineering, or technical strategy, with at least the last two years focused on AI integration and architecture directly related to this position.
- Strong systems thinker who can balance immediate delivery needs with long-term scalability.
- Demonstrated ability to influence without authority across departments.
- Clear communicator who can explain technical concepts to non-technical audiences.
- Intellectually curious by nature. You learn constantly because you want to, you have a clear habit for staying current, and you are comfortable with a field where today's best practice may be outdated in six months.
- Solution focused, flexible, and user-centric.
Your Toolkit:
- Deep understanding of system integrations, data models, and security considerations.
- Strong Python, JavaScript/TypeScript skills.
- Working knowledge of data architecture, data lakes, data management, Postgres, and graph databases, and how agent-built software relies on them.
- Familiarity with the wealth management technology landscape, or the curiosity to learn it quickly.
- Hands-on experience with APIs, integration platforms or ETL tools, and cloud environments.
- Ability to rapidly assess gaps and recommend practical solutions.
- Hands-on LLM and agent experience, and familiarity with MCP or similar integration patterns, is a plus.
- Experience working in a highly regulated industry is a plus.
Benefits:
- Core Benefits - Medical with HSA and FSA options, dental, and vision.
- Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
- Great Team Culture - Team members consistently rave about having great colleagues.
- Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
