Software Developer/AI Engineer

The Company

Parkwood LLC is a private financial services company based in Cleveland, Ohio. Employing over 60 people, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serve the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundation, and other entities. Parkwood and the Parkwood Trust Company offer a full array of trust company services including investment management, trust administration, charitable planning, multi-generational tax and estate planning, accounting, tax return preparation, assistance with legal matters, and other professional services.

The Position

The role of the Information Technology function is to develop, implement, and manage secure technology solutions that advance Parkwood’s goals and objectives. The Software Developer / AI Engineer will lead the design, development, implementation, and support of AI-enabled applications, intelligent agents, workflow automation, and data solutions. Working closely with business and technology partners, this employee will translate high-value use cases into responsible, scalable solutions that improve decision-making, streamline workflows, enhance access to information, and complement Parkwood’s internally developed and third-party systems.

Responsibilities

· Partner with business leaders and colleagues to identify, prioritize, and define AI use cases aligned with Parkwood’s strategy, risk standards, and measurable business outcomes

· Contribute to the continued development and execution of Parkwood’s AI strategy, roadmap, governance practices, and adoption approach

· Design, build, test, deploy, and support secure AI applications and agents using Microsoft 365 Copilot, Copilot Studio, Azure OpenAI, Microsoft Foundry, and related Microsoft technologies

· Develop enterprise AI solutions that utilize organizational documents, databases, Microsoft 365 content, and external APIs to deliver accurate, permission-aware responses and automated actions

· Implement retrieval-augmented generation, prompt and context management, agent orchestration, structured workflows, and human-in-the-loop controls for complex business processes

· Establish evaluation methods and monitoring for AI solutions, including response relevance, groundedness, accuracy, reliability, performance, cost, security, and user adoption

· Apply responsible AI, privacy, access-control, auditability, and data-governance requirements throughout the solution lifecycle, particularly for sensitive financial and family-office information

· Integrate AI capabilities into internal web applications and business processes using C#/.NET, Blazor, Microsoft Graph, REST APIs, Power Automate, and approved data services

· Build and maintain data ingestion, document processing, ETL, and API integrations that prepare trusted information for AI, reporting, and automation solutions

· Create reusable technical patterns, documentation, testing standards, and deployment practices that support scalable and maintainable AI development

· Collaborate with cross-functional teams, educate users on effective and responsible AI practices, gather feedback, and continuously improve solutions

· Continue to develop and support traditional applications, financial and investment reports, and business intelligence solutions where they enable or complement AI-driven workflows

Background and Work Experience

· Bachelor’s degree in Computer Science, Artificial Intelligence, Data Science, Software Engineering, or a related technical field, or equivalent practical experience

· 5+ years of professional experience in software development, including meaningful hands-on experience delivering AI, automation, data, or intelligent application solutions

· Demonstrated ability to move AI solutions from business discovery and prototyping through testing, deployment, monitoring, and ongoing support

Strong proficiency in:

· Microsoft 365 Copilot extensibility, Copilot Studio, and agent development

· Azure OpenAI and Microsoft Foundry, including prompt design, model selection, evaluation, deployment, and monitoring

· Retrieval-augmented generation, semantic and hybrid search, vector embeddings, document chunking, and grounding enterprise content

· C# and .NET, including web application development with Blazor and integration of AI services through APIs and SDKs

· Python for AI prototyping, data transformation, scripting, or service integration

· Microsoft SQL Server, Azure SQL Database, data modeling, and secure data-access patterns

· Microsoft Graph, REST APIs, OAuth, managed identities, role-based access controls, and secure integration practices

· Azure DevOps, source control, automated testing, CI/CD, application lifecycle management, and production support

· Microsoft Power Platform, including Power Automate and Power BI

Other Desirable Attributes

· Experience defining AI use-case intake, prioritization criteria, success measures, governance controls, or an enterprise AI roadmap

· Experience designing custom engine agents, multi-agent solutions, tool calling, structured outputs, or workflow orchestration

· Knowledge of responsible AI practices, model risk, prompt-injection defenses, content safety, data-loss prevention, privacy, and AI security

· Experience creating AI evaluation datasets and measuring retrieval quality, source alignment, response completeness, latency, cost, and user satisfaction

· Experience with Azure AI Search, Microsoft Fabric, SharePoint Online, Microsoft Graph, or permission-aware enterprise knowledge solutions

· Document intelligence, OCR, classification, extraction, or unstructured-data processing experience

· Experience with PostgreSQL, vector databases, Semantic Kernel, Microsoft Agent Framework, or comparable AI orchestration technologies

· Front-end development experience with modern JavaScript frameworks such as React or Vue

· Knowledge of financial services, investment workflows, trust administration, tax, accounting, or related regulated and confidential environments

· Strong consultative, analytical, and problem-solving skills, with the ability to explain AI opportunities, limitations, risks, and tradeoffs to technical and nontechnical audiences

· Curiosity, sound judgment, and a commitment to continuous learning in a rapidly evolving AI landscape

Company Benefits

· Medical, Dental, and Vision benefits

· Flexible Spending Account

· 401(k) Retirement Plan

· Tuition Reimbursement

· Free Parking

· Subsidized Lunch and Gym Programs