AI Principal Consultant - GenAI / Agentic Systems - Financial Services - Infosys Consulting

• Improve Day in life of Wealth Advisor leveraging AI interventions such as - Client Profiling, Client Advisor Mapping, Meeting summarization, Next Best Action.
• Reduce false positives in Trade / AML Surveillance to ensure Compliance personnel are focusing their time on critical alerts.
• Faster onboarding of clients leveraging AI driven KYC processes - Negative News screening, Beneficial Ownership determination, Document information extraction and validation.
• Improve Operational processes leveraging AI / Gen AI - Corporate Actions, Reconciliations, Predict Settlement failures, etc
• Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
• Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
• Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
• Comprehensive portal to do a "Best Match" and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams, * Work with business stakeholders (Banking and financial services) to identify the problem statement and participate in / lead solution design. E.g. Understand Day in life of an Advisor, identify critical manual flows and define potential solutions
• Act as a Product Manager / Product Owner and work closely with architects, business SMEs, to develop business requirements and AI solutions
• Design and develop GenAI solutions using LLMs (Claude, OpenAI, etc.) to solve business problems such as Improving Advisor productivity, Operations efficiency in areas such as Corporate Actions, Portfolio Mgmt., AML / KYC processes.
• Build agent-based workflows using frameworks such as LangChain / Google ADK / similar
• Develop RAG pipelines, semantic search, and knowledge-driven applications
• Implement prompt engineering, evaluation frameworks, and guardrails
• Perform testing, validation, of final solution to ensure conformity to business problems and optimization of AI models and pipelines
• Coordinate with business and technology stakeholders for program delivery

• Experience in financial services industry (Capital markets / Banking) and familiarity with Front office / Middle office / Back office operations or processes
• Understanding of the end to end value chain (wealth management, asset management, investment banking, etc.)
• Experience with defining AI related KPIs and building AI adoption business case
• Experience in Python-based AI/ML development
• Understanding of:

• LLMs and GenAI architectures
• Prompt engineering and chaining techniques
• Data processing and pipelines

• Understanding of Graph RAG and hands-on with one or more:

• LangChain / similar frameworks
• Claude / OpenAI / other LLM APIs

• Working knowledge of:

• Vector databases, embeddings, semantic search
• API integrations and microservices, * Bachelor's degree or equivalent required

• Prior work experience of 8-12a years either in management consulting or directly working on advisory business, technology or operational change initiatives in Financial Services industry.
• Strong problem-solving mindset
• Ability to work in fast-paced AI delivery pods
• Ability to travel up to 75%.
• Location - Dallas, Charlotte, NJ/NY
• U.S. citizens and those authorized to work in the U.S. are encouraged to apply. Infosys will not sponsor H-1B or other work authorization for this role at this time.

Preferred Qualifications / Skills

• Exposure to Google ADK / agentic frameworks
• Experience with knowledge graphs and graph-based retrieval
• Understanding of banking / financial services domain
• Familiarity with cloud platforms (Azure / AWS / GCP)
• Data engineering basics (SQL, schema, profiling)
• Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary
• Candidates should be able to ramp up quickly with minimal support, take full ownership of assigned tasks, and consistently deliver against timelines and commitments.

Pulled from the full job description

• 401(k)

• Health insurance

• Paid time off

• Vision insurance

• Dental insurance

• Flexible spending account

• Life insurance, Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: -

• Medical/Dental/Vision/Life Insurance

• Long-term/Short-term Disability

• Health and Dependent Care Reimbursement Accounts

• Insurance (Accident, Critical Illness, Hospital Indemnity, Legal)

• 401(k) plan and contributions dependent on salary level

• Paid holidays plus Paid Time Off