The role
- COMP
- $200K - $300K
- EQUITY
- Competitive equity
- LOCATION
- New York
- WORKPLACE
- On-site
- EXPERIENCE
- 4 - 10 years
- VISA
- None, Visa transfers
- STACK
- Python, React, TypeScript, Vector Database
- INDUSTRY
- AI, Fintech, Finance, Education
/roles — ROLE_78
Member of Technical Staff, Agent Platform
Financial advisory firm where AI agents handle routine work of managing client money so human advisors spend their time on relationships
The company
AI-native financial-services firm rebuilding wealth management — agents carry the operational burden so human moments feel extraordinary.
- STAGE
- growth-stage
- FUNDING
- $60M+ raised
- TEAM
- ~15 people
- FOUNDED
- 2025
- BACKING
- backed by Craft Ventures
JD — the work
About the role
Own the AI stack of an AI-native wealth-management firm where agents are the primary users of the system of record: a general agent for advisors, ambient agents acting for clients, and the harness, generative UI, and eval infrastructure that make human-AI collaboration actually work in a regulated, judgment-heavy domain.
What you'll do
- Build a general agent for complex multi-step tasks: planning, sandboxed execution, retrieval
- Build ambient agents: email triage, meeting processing, drafting, proactive surfacing
- Own the agent harness orchestrating LLMs, context, tools, and business logic
- Design generative UI and human-in-the-loop collaboration surfaces
- Build eval infrastructure spanning high-correctness financial data and subjective judgment
What they're looking for
- Deep applied-AI engineering: agents, retrieval, orchestration
- Product sense for human-AI collaboration
- Rigor appropriate to a regulated financial domain