AI Solutions Lead — Salt Lake City, UT

About This Role

zddtJ eKMaE is seeking an AI Solutions Lead to own AI solution delivery within Wealth & Investment Management. This is a single shape-and-build role — a hybrid of a Forward Deployed Engineer and a product leader — who both defines the AI solution and rapid prototypes a solution, partnering with the Technology for hardened delivery and Chief Product Office product manager who owns the business roadmap.

You will not simply advise and hand off. You will find the delivery path down the three-layer pyramid: building thin-layer applications (vendored capability plus light custom glue such as retrieval, write-back, or supervision) and configured agents (assembled by configuration and prompting inside approved platforms such as our internal Agent Studio, Claude Code / Cowork, and Copilot), and producing blueprints for WIM Technology to industrialize the heaviest top-layer platform builds.

In This Role, You Will

• Oversee and sometimes own AI solution delivery for end-to-end — from shaping through prototype, evaluation, pilot, and adoption.

• Partner with the CPO product manager (who owns the business roadmap) to author AI-specific PRDs: users, success metric, data, pattern, risk tier, and effort.

• Personally build thin-layer applications and configured agents on the paved-road toolchain (Tachyon Agent Studio, Claude Code / Cowork, Copilot), determining the lightest layer that delivers the outcome.

• Produce hand-off blueprints / PRDs and user stories for WIM Technology to industrialize top-layer platform builds, and integrate solutions to systems of record with Technology.

• Work with the Model & Eval team to stand up eval harnesses, golden datasets, and regression / accuracy / safety evals — clearing the Stage-3 quality bar before build.

• Prepare governance evidence during prototyping — AIRR, architecture (JAD) review, MRM tiering, and policy / ECM checks.

• Develop business cases and value-realization frameworks; quantify efficiency, quality, scalability, and client-impact benefits.

• Drive stakeholder engagement, change management, pilot cohorts, and field adoption; monitor realized value and identify opportunities to scale.

• Present solution approaches, evaluation results, and delivery roadmaps to senior leadership.

Required Qualifications

• 10+ years of Artificial Intelligence Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Hands-on delivery of AI, machine learning, generative AI, RAG, automation, or agentic solutions — building, not only advising (Experience as a Forward Deployed Engineer, Customer Engineer, or Solutions Architect preferred).

• Fluency with low-code / no-code and agent platforms (e.g., Agent Studio, Claude Code / Cowork, Devin, Microsoft Copilot, Gemini Enterprise, Cursor) and with LLMs, agentic frameworks, and workflow orchestration.

• Knowledge of investment management, consumer facing financial agent implementations, portfolio management, trade support, client reporting, operational servicing, or enterprise data ecosystems.

• Experience within wealth management, investment management, brokerage operations, asset management, or financial services.

• Experience with cloud-based data platforms and AI governance / responsible-AI frameworks in regulated environments.

• Strong business-case development, stakeholder management, and executive communication skills; ability to influence without direct authority

Job Expectations

• Hybrid Work Schedule

• This position is not eligible for Visa sponsorship.

• Travel up to 20%

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$215,000.00 - $355,000.00

Benefits

zddtJ eKMaE provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - 2ruVz TGZAN Rykf for an overview of the following benefit plans and programs offered to employees.

• Health benefits

• 401(k) Plan

• Paid time off

• Disability benefits

• Life insurance, critical illness insurance, and accident insurance

• Parental leave

• Critical caregiving leave

• Discounts and savings

• Commuter benefits

• Tuition reimbursement

• Scholarships for dependent children

• Adoption reimbursement

Posting End Date

4 Nov 2026

• Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

zddtJ eKMaE is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable zddtJ eKMaE policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants With Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at zddtJ eKMaE.

Drug and Alcohol Policy

zddtJ eKMaE maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

EGRxR pGhqj PA5PDtkcCp4 And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by zddtJ eKMaE.

• zddtJ eKMaE requires you to directly represent your own experiences during the recruiting and hiring process.

• Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by zddtJ eKMaE.

Reference Number

R-561911-6