About Diversify:
Diversify is an advisor-founded, advisor-led wealth management firm that pairs institutional resources with a boutique, personalized experience. We are built for the long game, driven by innovation, focused on consistency, and committed to a remarkable experience for our advisors and the clients they serve. That commitment to innovation is why we are investing in AI.
Learn more about us at https://joindiversify.com.
About the Position:
The AI Agent Engineer is a hands-on builder responsible for turning well-defined business use cases into working, reliable agents. This role partners closely with the AI Ecosystem and Integration Specialist, product owners, and business users to build, test, and improve agents that use tools, retrieve information, and complete multi-step workflows. The ideal candidate is curious, energetic, and eager to ship. AI is changing faster than any technology we have seen. A core part of this role, not a side task, is continuously building your understanding of new AI capabilities and how they are reshaping wealth management, and turning that understanding into better solutions for our firm, advisors, and clients.
Your Impact:
- Agent Development: Build, test, and deploy agents with tool use, retrieval, and multi-step workflows.
- Advisor Platform Support: Build and test agents, tools, and prompt assets for the advisor platform, and use usage and quality data to improve them.
- Quality & Evaluation: Write evaluations and monitor agent accuracy, reliability, and cost over time.
- Business Partnership: Work closely with business users to refine requirements and iterate quickly.
- Documentation & Handoff: Document and maintain what you build so others can use and extend it.
- Continuous Learning & Industry Awareness: Keep up with new models, frameworks, and techniques, including how they are being applied across wealth management. Test promising ideas quickly, and share what you learn with the team and the wider firm.
Who You Are:
- 4+ years of experience in software engineering or automation, with at least the last two years focused on building AI agents or LLM-based solutions directly related to this position.
- Projects you have built and can show us, including side projects.
- Comfortable with ambiguity and biased toward shipping.
- Intellectually curious by nature. You learn constantly because you want to, you have a clear habit for staying current, and you are comfortable with a field where today's best practice may be outdated in six months.
- Solution focused and user-centric.
Your Toolkit:
- Strong Python, JavaScript/TypeScript skills.
- Hands-on experience with LLM APIs and agent frameworks.
- Familiarity with cloud deployment and basic security practices.
- Experience with RAG, workflow platforms, and prompt and evaluation practices is a plus.
- Curiosity about the wealth management industry, and experience in a highly regulated industry, is a plus.
- AWS Bedrock and supporting tools a plus.
Benefits:
- Core Benefits - Medical with HSA and FSA options, dental, and vision.
- Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
- Great Team Culture - Team members consistently rave about having great colleagues.
- Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is an Equal Opportunity Employer.