You will lead full-stack development for AI-driven wealth management products, including system architecture and data modeling. Additionally, you will build AI agents to handle complex business workflows and collaborate directly with commercial stakeholders.
Research and prioritize wealth management prospects, conduct personalized outreach, qualify opportunities, and maintain accurate CRM and pipeline records. Test and improve outbound targeting and messaging, share market insights with the team, and help convert inbound interest and event connections into qualified conversations.
