Context Engineer

Job Description

What is the opportunity?

We are embedding GenAI into everyday workflows for Financial Advisors and operational teams-starting with simple, high-value prompt use cases and expanding into agent-enabled experiences.

This role is a frontline builder.

As a Context Engineer (Prompt Analyst), you will focus on:

* Creating high-quality saved prompts that advisors and teams use daily

* Supporting agent workflows by designing and refining the prompts and context that drive them

This is a new capability for the organization. You will play a critical role in proving how GenAI can deliver real, measurable productivity gains-quickly and safely.

What will you do?

1. Build and Maintain Saved Prompts (Primary Focus)

* Design simple, reusable prompts for internal AI tools (e.g., copilot-style usage)

* Support high-frequency workflows such as:

* Client summaries and insights

* Meeting preparation and follow-ups

* Book of business reviews

* Operational and service tasks

* Ensure prompts are:

* Easy to use

* Consistent in output

* Grounded in the right business context

* Continuously refine prompts based on user feedback and observed performance

2. Support Agent Prompt Development

* Work with the Agent Lead and AI Engineering to:

* Build and test prompts used inside agent workflows

* Structure inputs and outputs for multi-step processes

* Help improve how agents:

* Interpret instructions

* Use data and tools

* Generate reliable responses

3. Translate Business Needs into Effective Prompts

* Partner closely with advisors and business teams to understand:

* What they are trying to accomplish

* Where GenAI can help (and where it should not be used)

* Convert real-world workflows into:

* Clear prompt instructions

* Structured inputs and expected outputs

* Apply wealth management context (clients, accounts, portfolios, compliance considerations)

4. Test, Evaluate, and Improve Output Quality

* Run structured testing on prompts to evaluate:

* Accuracy and completeness

* Consistency across runs

* Risk of hallucination or misinterpretation

* Identify failure patterns and refine prompts accordingly

* Support lightweight evaluation approaches (prompt comparisons, A/B testing)

5. Contribute to Prompt Standards and Best Practices

* Help document and maintain:

* Prompt templates and reusable patterns

* Guidance on when to use simple prompts vs. more complex solutions

* Ensure prompts align with:

* Data privacy expectations

AI governance and risk standards

What do you need to succeed?

Must-have

* Experience working with GenAI tools (e.g., ChatGPT, Claude, or similar) in a hands-on, applied way

* Demonstrated ability to:

* Write clear, structured prompts

* Iterate based on output quality

* Strong problem-solving skills with ability to break down business tasks into steps

* Comfort working with both:

* Business stakeholders (advisors, operations)

* Technical teams (AI engineering, data)

* Basic technical fluency:

* Understanding of APIs, structured data (JSON), or similar concepts

* Ability to work in a fast-paced, test-and-learn environment

Nice to have

* Exposure to:

* Prompt engineering techniques (few-shot, role prompting, structured outputs)

* Agent frameworks or workflow automation tools

* Background in financial services or wealth management

* Experience with:

* Data analysis or business analysis

* User experience or workflow design

What's in it for you?

* Be part of building a new GenAI capability from the ground up

* Work on solutions that are used daily by Financial Advisors

* Gain hands-on experience with:

* Prompt engineering

* Agent workflows

* Real-world AI applications in a regulated industry

* Operate in a high-visibility, fast-learning environment with direct business impact

The good-faith expected salary range for the above position is $80,000 - $140,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance;

and paid time-off plan.

RBC's compensation…