About the project

We have multiple projects in the FSI industry—banking, insurance, and asset management—with use cases related to front-office optimization, such as customer support and call centers using chatbots and voice solutions. We also handle back-office optimization, like document workflow and OCR-related automations.

Objective + KPI

• Ensure deploying developed in-house AI and solutions on 80% of the projects

• Maintain customer satisfaction index (CSI) at 100%

Areas of Responsibility

Human Work

• Lead technical discovery sessions and scoping workshops with financial services clients to understand needs and challenges

• Take ownership of technical sales process to ensure proposed AI solutions align with client requirements

• Lead solution architecture and design where AI agents require custom integration with financial systems

• Own quality and performance of developed AI solutions for banking, insurance, and asset management clients

• Communicate technical progress and milestones to stakeholders, focusing on business impact and strategic value

• Define prompts, context, verification processes, and fine-tuning strategies for AI agents

• Establish best practices for prompt engineering and context management in financial use cases

Architecture & Design

• Develop comprehensive AI solution visions and architectures for financial services clients

• Design scalable AWS-based AI architectures that meet regulatory requirements

• Create compelling presentations and demos showcasing proposed AI solutions for call centers and document processing

• Provide accurate estimates for timelines, resources, costs, and delivery milestones

• Rapidly prototype AI/ML solutions to validate capabilities for financial use cases

• Lead implementation of emotionally intelligent agents for customer service applications

Leadership

• Mentor and lead teams of ML Engineers deploying GenAI solutions

• Establish technical standards and quality gates for AI implementations

• Bridge communications between technical teams and business stakeholders

• Identify and mitigate technical risks in AI deployments within regulated environments

Skills

• Expert-level solution architecture skills with AWS AI/ML services

• Advanced technical leadership and team coordination abilities

• Exceptional client-facing communication and presentation skills

• Hands-on experience with:

  • AWS AI/ML stack (Bedrock, SageMaker, Lambda, Connect, Comprehend)

  • LLM frameworks and their enterprise integration (Anthropic Claude, LangChain)

  • System design for high-compliance environments

  • Technical sales and solution demonstrations

• Strong technical writing and documentation capabilities

• Rapid prototyping and proof-of-concept development

Knowledge

• Deep understanding of enterprise architecture patterns for AI systems

• Comprehensive knowledge of AI agent frameworks and orchestration

• Expert understanding of AWS AI/ML services and architectural best practices

• Strong awareness of financial services regulations and compliance requirements

• In-depth knowledge of:

  • Call center technologies and integration points

  • Document processing workflows in financial institutions

  • Emotional intelligence capabilities in customer-facing AI solutions

  • Financial domain processes (lending, claims, advisory, etc.)

  • Security and privacy considerations for financial data

Experience

• 5+ years of experience leading technical teams in banks, insurance companies, or financial technology providers

• 5+ years of proven track record designing and implementing enterprise-grade AI solutions

• 3+ years of client-facing technical leadership in solution architecture or forward-deployed engineering roles

• 3+ years of experience with AWS architecture and services, particularly AI/ML offerings

• Bachelor's degree in Computer Science, Engineering, or related field (Master's preferred)

• Successful delivery of multiple large-scale AI projects from concept to production