Senior Agentic Engineer

Description

Company Description

The company is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

The company’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Joining the company means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

Responsibilities

• As an Agentic Engineer at the company, you will build agentic solutions that change how our business runs. You will work with the company's proprietary data model and our many vendor integrations to design, ship and run AI agents that take on real operational work in a regulated wealth management environment.
• This is not a build-it-and-hand-it-off role. You will sit with operations teams, advisors and other business partners to understand how they actually work. You will find the few features that decide whether a tool gets adopted, and you will turn them into scalable, well-built systems. Then you will own the rollout: monitoring, integrations, user training and ongoing iteration until the solution is a trusted part of how the company works.
• You need both sound engineering and architectural judgment and real business judgment: knowing what to build, what to leave out, and what "done" means to the people using it.
• Your Impact
• Partner directly with business stakeholders to find high-value workflows and turn their needs into clear, prioritized agentic solutions
• Design and build production agents that reason over and act on the company's data model and vendor integrations (custodians, CRM, planning and other third-party systems)
• Make architectural decisions that favor scalable, strategic solutions over one-off fixes, using strong software engineering practices (testing, code review, CI/CD, infrastructure as code)
• Build and maintain the integrations that connect agents to internal services and external vendor platforms
• Own production readiness: set up monitoring, alerting, logging and evaluation so agent behavior is observable, reliable and safe
• Lead complex rollouts to business-facing users
• Train and support users so they can confidently use agentic tools in their daily work
• Track adoption and business impact, and feed what you learn from real usage back into the product roadmap
• Set guardrails and access controls suited to a regulated financial environment
• The Ideal Match
• 5+ years of professional Software engineering experience using Python, SQL, HTTP, AWS
• A track record of designing systems that scale
• Hands-on experience with AI coding tools such as Claude Code, and a workflow built around using them effectively
• Professional experience building AI Agents, (Claude Managed Agents or Anthropic Claude Agent SDK preferred)
• Deep understanding of cloud and serverless architectures (AWS Bedrock AgentCore preferred). Alternates include GCP, Vertex AI Agent Builder, Azure AI Foundry and LangGraph Cloud / Crew AI
• Experience supporting Operations functions and teams
• A strong ownership mindset: you care about adoption and outcomes, not just shipping code
• Strong business judgment: you can separate the must-have features from the nice-to-haves and explain the tradeoffs clearly
• Experience working one-on-one with demanding users and turning their feedback into product decisions
• A history of carrying complex, business-facing applications through rollout, not just building them
• Excellent communication skills with both technical and non-technical audiences
• Technical Stack
• AWS (Lambda, ECS, S3, Step Functions, EventBridge, API Gateway, CloudWatch)
• Python
• Infrastructure as code (AWS CDK)
• AI coding tools, MCPs, LLM APIs and agent frameworks
• REST APIs and event-driven architectures
• Observability tooling
• Bonus Points
• Wealth management, financial services or capital markets background
• Experience with custodial or vendor financial data
• Experience building production AI agents
• Experience with the Model Context Protocol (MCP) or building tool integrations for LLMs
• Familiarity with compliance, auditability and access control requirements in regulated environments
• Experience working with a data knowledge graphs

Benefits

• Learn & grow through book clubs, seminars, and peer learning sessions
• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together
• Ready to disrupt wealth management? Let's talk!