AI Principal Consultant- GenAI / Agentic Systems - FS

Job Description

We are seeking a hands-on Financial Services Consultant with AI experience to design, build, and scale GenAI-powered solutions for banking and financial services. The role focuses on understanding business pain points, define solution leveraging AI techniques, with experience in LLM application development, agent orchestration, and data-driven AI pipelines to be developed for specific financial services use cases.

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Here are some AI engagements our consultants are working on :

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• Improve Day in life of Wealth Advisor leveraging AI interventions such as – Client Profiling, Client Advisor Mapping, Meeting summarization, Next Best Action.
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• Reduce false positives in Trade / AML Surveillance to ensure Compliance personnel are focusing their time on critical alerts.
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• Faster onboarding of clients leveraging AI driven KYC processes – Negative News screening, Beneficial Ownership determination, Document information extraction and validation.
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• Improve Operational processes leveraging AI / Gen AI – Corporate Actions, Reconciliations, Predict Settlement failures, etc
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• Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
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• Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
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• Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
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• 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
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Key Responsibilities

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• 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
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• Act as a Product Manager / Product Owner and work closely with architects, business SMEs, to develop business requirements and AI solutions
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• 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.
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• Build agent-based workflows using frameworks such as LangChain / Google ADK / similar
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• Develop RAG pipelines , semantic search, and knowledge-driven applications
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• Implement prompt engineering, evaluation frameworks, and guardrails
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• Perform testing, validation, of final solution to ensure conformity to business problems and optimization of AI models and pipelines
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• Coordinate with business and technology stakeholders for program delivery
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Required Skills

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• Experience in financial services industry (Capital markets / Banking) and familiarity with Front office / Middle office / Back office operations or processes
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• Understanding of the end to end value chain (wealth management, asset management, investment banking, etc.)
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• Experience with defining AI related KPIs and building AI adoption business case
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• Experience in Python-based AI/ML development
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• Understanding of:
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• LLMs and GenAI architectures
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• Prompt engineering and chaining techniques
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• Data processing and pipelines
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• Understanding of Graph RAG and hands-on with one or more:
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• LangChain / similar frameworks
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• Claude / OpenAI / other LLM APIs
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• Working knowledge of:
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• Vector databases, embeddings, semantic search
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• API integrations and microservices
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Basic Qualifications

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• Bachelor’s degree or equivalent required
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• Prior work experience of 8-12 years either in management consulting or directly working on advisory business, technology or operational change initiatives in Financial Services industry.
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• Strong problem-solving mindset
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• Ability to work in fast-paced AI delivery pods
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• Ability to travel up to 75%.
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• Location – Dallas, Charlotte, NJ/NY
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• Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
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Preferred Qualifications / Skills

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

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