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

Position: AI Principal Consultant - GenAI / Agentic Systems - Financial Services - Infosys Consulting
Location: Town of Tonawanda

Principal Consultant – Banking and Capital Markets
- GenAI / Agentic Systems, Infosys Consulting

The Role – What You’ll Do We are seeking a hands-on Financial Services Principal 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.

Here are some AI engagements our consultants are working on:

• 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

Key Responsibilities

• 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 Lang Chain / 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

Required Skills

• 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:
• Lang Chain / similar frameworks
• Claude / OpenAI / other LLM APIs
• Working knowledge of:
• Vector databases, embeddings, semantic search
• API integrations and microservices

Basic Qualifications

• 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…