Applied AI Technical Analyst - Wealth R&D, VP

Job description

Role Overview As an Applied AI Technical Analyst, you will design, prototype, and help operationalize AI-driven solutions across the wealth management lifecycle. You will explore emerging technologies—including agentic and generative AI—while collaborating closely with product, design, and technology partners to turn ideas into production-ready capabilities. About the Team: The Wealth Research & Development (R&D) team is a strategic innovation hub focused on building next-generation wealth management solutions. We operate at the intersection of advanced AI, data science, and human-centered design—rapidly prototyping, validating, and scaling solutions that shape the future of wealth services. Key Responsibilities: - Explore cutting-edge frameworks and design principles to inform product strategy - Clean, analyze, and interpret data to support AI-driven initiatives - Collaborate on requirements, architecture, testing, and QA for new solutions - Support proof-of-concept efforts to validate emerging technologies - Translate user research and feedback into actionable solution designs - Partner with stakeholders across technology, product, and strategy, and lead knowledge‑sharing initiat...