AI Solutions Engineer
Indexed description
What You Will Do
- Work with business teams to understand processes, pain points, data sources and user needs.
- Translate business requirements into practical solution designs, including user flows, prompts, data inputs, retrieval approaches, review steps and success measures.
- Collaborate across Private Capital, Technology, Data, Risk, and Compliance to deliver secure, practical and well-governed AI solutions.
- Design, build, and configure AI-enabled tools, assistants, agents, and workflow automation.
- Connect AI solutions to relevant business systems, documents, internal knowledge sources, and APIs where appropriate.
- Use techniques such as prompt design, retrieval-augmented generation, structured outputs, tool calling, evaluation and guardrails.
- Test and improve outputs using user feedback, structured checks and clear acceptance criteria.
- Document solution designs, assumptions, risks, controls, and operating procedures.
- Support the transition of successful prototypes into scalable, maintainable solutions.
- 3-5+ years of experience in software engineering, data science, automation, technical consulting, solutions engineering, or a related field.
- Strong Python skills with experience shipping LLM applications end-to-end (build, test, deploy, and operate).
- Hands-on RAG experience, document processing, vector databases/search, and retrieval evaluation (precision/recall, grounding quality).
- Experience with agent frameworks (e.g., LangChain, LlamaIndex or equivalents), including tool use, orchestration, and multi-step flows.
- Experience on enterprise AI platforms (e.g., Azure OpenAI, Google Vertex AI, Anthropic APIs), including security and cost/performance trade-offs.
- Prompt engineering fundamentals, structured prompting, output constraints, adversarial/failure-mode testing, and reproducibility.
- Comfort working with semi-structured/unstructured data (PDFs, financial docs, emails, notes) and translating it into retrieval-ready assets.
- Experience working with Salesforce, including Agentforce and/or connecting Salesforce with other AI platforms.
- Strong understanding of how to connect AI tools to business data, documents, applications and internal knowledge sources.
- Strong analytical, problem-solving, and communication skills, with the ability to work through ambiguity and explain technical concepts to both technical and non-technical stakeholders.
- Bachelor’s degree in computer science, Engineering, Data Science, Mathematics, Information Systems, or a related technical field, or equivalent practical experience.
- Accountability, initiative, and comfort working independently while collaborating closely with business and technical teams.
- Experience in financial services, wealth management, asset management, banking, insurance, fintech or consulting would be considered an asset.
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.
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