Artificial Intelligence Engineer

Our client is a dynamic and forward-thinking wealth management firm managing over $1 Billion in Assets Under Advisement (AUA).

We are seeking an exceptionally talented and entrepreneurial AI Engineer to join our team as an individual contributor, reporting directly to our CEO. This is a foundational role designed to be a catalyst for innovation, aiming to build a significant competitive advantage through the strategic application of AI and data science.

As our dedicated AI Engineer and Data Scientist, your primary mission will be to unlock new levels of efficiency, intelligence, and client service. Your responsibilities will include:

• Strategic AI System Deployment: Lead the deployment of AI systems to rigorously review existing operational frameworks, identify inefficiencies, and drive significant improvements across all areas of the firm.
• Smart Scheduling & Integration: Design and implement AI-powered solutions to dramatically improve the efficiency and effectiveness of appointment scheduling, seamlessly integrating with Salesforce and Google Calendar.
• Data-Driven Financial & Service Enhancement: Act as our embedded Data Scientist, leveraging years of proprietary financial and client data to uncover predictive insights that enhance financial performance, optimize investment strategies, and elevate client service.
• AI Product Partnership & Growth: Scout, evaluate, and strategically partner with existing AI products and platforms to integrate best-in-class tools that accelerate firm growth and expand our service capabilities.

• A proven AI Engineer or Data Scientist with a strong track record of deploying impactful AI/ML solutions.
• Proficient in programming languages such as Python, and experience with relevant AI/ML frameworks (e.g., Tensor Flow, PyTorch, scikit-learn).
• Skilled in data manipulation, statistical analysis, and database management (SQL).
• Experience with API integrations, particularly with CRM (Salesforce) and calendar systems (Google Calendar).
• An innovative problem-solver with the ability to translate complex business challenges into AI-driven solutions.
• Self-motivated and capable of working independently, managing multiple projects, and reporting directly to executive leadership.
• Experience in the financial services or wealth management industry is a significant plus.
• Bachelor’s or Master’s degree in Computer Science, Data Science, Artificial Intelligence, or a related quantitative field.

• A competitive base salary ranging from $150,000 to $200,000
  , plus KPI-driven variable compensation.
• The unique opportunity to be the foundational AI leader, directly shaping the firm’s technological future.
• Direct impact on firm strategy and growth, reporting directly to the CEO.
• A dynamic, collaborative, and entrepreneurial work environment.
• Flexibility:
  Choose to work in our Milwaukee office, hybrid, or fully remote.
• Comprehensive benefits package including health, dental, vision, and retirement plans.