AI ML Engineer

About the Job

The Wissen team continues to expand its footprint in the USA, Canada, UK, Australia, and India. More openings to come as we continue to grow the team!

Role: AI ML Engineer
Title: AVP/VP
Location: NYC, NY (Day 1 Onsite/Hybrid) – Full‑time
Mode of Work: 3 days/week onsite required
Required Experience: 7+ years
Duration: 3 months contract opportunity

Key Responsibilities

• Curriculum Design & Delivery: Build and deliver role‑specific AI productivity training programmes tailored for financial advisors.
• Workflow Analysis: Understand current advisor workflows across client‑facing, non‑revenue, mandatory/compliance, and operational activities; identify high‑impact AI automation and augmentation opportunities.
• Tool Enablement: Train advisors on AI tools for document drafting, meeting preparation, CRM note generation, portfolio commentary, compliance documentation, email triage, and research synthesis.
• Prompt Engineering & Best Practices: Develop domain‑specific prompt libraries, templates, and playbooks for common wealth‑management tasks such as financial plan summaries, client review decks, suitability narratives, and market commentary.
• Content Curation: Maintain an evolving knowledge base of AI use cases, success stories, and reference workflows specific to wealth management.
• Stakeholder Engagement: Partner with Technology, Operations, Product, and Advisory leadership to align training priorities with firm‑wide digital transformation goals.

Required Qualifications

• 7+ years of experience in wealth management or financial advisory services with hands‑on understanding of advisor workflows.
• 3+ years in a training, enablement, or learning & development role — preferably within financial services.
• Demonstrated proficiency with generative AI tools (e.g., ChatGPT, Copilot, Claude, Gemini) and practical experience applying them to business workflows.
• Familiarity with AI/ML concepts, prompt engineering frameworks, and responsible AI principles.
• Excellent facilitation and presentation skills with the ability to engage senior advisors and junior analysts alike.
• Bachelor’s degree in Engineering, Finance, Business, Economics, or a related field.

Preferred Qualifications

• Prior experience leading enterprise‑wide technology adoption or digital transformation initiatives.
• Experience building training content.

Benefits

• Healthcare insurance for you and your family (medical, dental, vision)
• Short / long term disability insurance
• Life insurance
• Accidental death & disability insurance
• 401K
• 3 weeks of paid time off
• Support and fee coverage for immigration needs
• Remote office set‑up stipend
• Support for industry certifications
• Additional cash incentives
• Re‑skilling opportunities to transition between technologies

Schedule

• Monday to Friday

Work Mode

• Hybrid (3 days/week onsite required)

Job Type

• Full‑time