Own advisor engagement within target wealth firms: research targets, execute outbound outreach (email/phone/LinkedIn), secure meetings and demos, build advisor relationships and champions, maintain CRM activity, and share advisor insights with Product, Marketing, Sales, and Customer Success to drive enterprise sales momentum.

Design, build, and maintain production LLM integrations and agentic workflows. Implement RAG pipelines, context-window strategies, guardrails, evaluation frameworks, and monitoring. Collaborate with cross-functional teams to productionize reliable, compliant AI features and upskill engineers in context engineering practices.