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Lead the architecture, development, deployment, and governance of production-grade agentic AI systems supporting investment research, quantitative analysis, portfolio management, and trading. Mentor engineering teams, establish AI engineering standards, build agent-driven workflows, manage technical debt, and ensure responsible scaling across cloud-native platforms. Partner with investment and business stakeholders to translate requirements into scalable solutions that deliver measurable value.

Leads end-to-end AI programs for the Investments business, translating strategy into execution plans, coordinating cross-functional teams, managing budgets, risks, dependencies, governance, and stakeholder communications. Oversees solution delivery, value realization, adoption, and lifecycle governance while partnering with investment, technology, data, risk, compliance, and corporate teams. Coaches teams on program management practices and supports transformation capabilities.

Serves as a strategic investment and client-facing expert for Target Date strategies. Partners with portfolio managers, Distribution, consultants, clients, and prospects to communicate investment philosophy, performance, risk, positioning, and client relevance. Supports commercial growth, asset retention, due diligence, presentations, prospecting, and product development while bringing market and client insights back to the investment team. Requires regular travel and deep investment-management and retirement expertise.

Performs rapid ad hoc and diagnostic analyses to support data-driven decisions for the Individual Investors business. Responsibilities include prioritizing requests, querying and analyzing data with SQL, Python, Excel, and statistics, developing KPIs and dashboards, identifying trends and root causes, communicating actionable recommendations, prototyping solutions, and partnering with Analytics Engineering on scalable needs.

Produces investment reporting, meeting materials, pitchbooks, and presentations for Fixed Income investment teams. Manages projects end to end, sources and validates data, creates visualizations, applies brand standards, coordinates with investment, compliance, marketing, and leadership stakeholders, and delivers accurate materials under tight deadlines. The role also supports process improvements, resolves issues, and develops expertise in investment products and reporting systems.

Develops cost transparency, dashboards, forecasting, budgeting, governance, and optimization strategies for AI and machine learning workloads. Partners with engineering, data science, finance, procurement, security, and risk teams to improve cloud and vendor spend, GPU utilization, model deployment efficiency, and responsible AI adoption. Automates cost management using scripting, infrastructure-as-code, and cloud-native tooling while evaluating hosted, internal, and open-source AI platforms.

The Senior Equity Risk Manager oversees risk management within equity investment strategies, conducts risk analyses, collaborates with teams, and develops risk reporting tools.

Oversee the organization, production, quality, and timely delivery of client reports, pitchbooks, due diligence materials, regulatory reports, reconciliations, and valuation statements. Maintain reporting systems, identify process improvements, ensure compliance and service standards, escalate risks, and develop expertise in investment products and offerings to support clients and internal stakeholders.

Leads portfolio investment implementation across complex equity and multi-asset portfolios. Oversees portfolio modeling, account customization, investment guideline interpretation, compliance resolution, performance measurement, and strategy execution. Partners with portfolio managers, traders, and global stakeholders to resolve issues, improve processes, expand modeling capabilities, and support client presentations. Provides subject-matter expertise, mentors associates, influences organizational change, and contributes to talent initiatives.

As an Associate Sales Consultant for Personal Investors, you'll provide guidance to clients on investment and retirement planning while helping to drive business growth through effective sales strategies.