AI Engineer

PTMA Financial Solutions is building practical, enterprise-grade AI for a U.S.

-regulated financial services environment. As a midlevel individual contributor on the Data & AI team
, you will help develop and refine PTMA’s daily AI usage and automations, working hands‑on in PTMA’s enterprise Claude environment and contributing to data and analytics engineering as needed.

Location: Naperville, IL (hybrid).
Experience: 2+ years.
Compensation: USD 120,000 to 145,000 per year.

• Develop and refine PTMA’s enterprise Claude deployment, including prompt design
  , custom skills
  , and configuration under the direction of senior team members.
• Build and maintain AI-powered automations across business units such as Finance
  , Compliance
  , Sales
  , and Operations
  , partnering with team leads to map manual processes and deliver measurable time savings
  .
• Partner with internal departments to develop and refine AI skills, plugins, and integrations that connect to internal systems, including Salesforce and data pipelines.
• Create and maintain integrations and custom tooling, including MCP integrations and API connections
  , so AI can work with PTMA systems and data.
• Support data and analytics engineering work as needed, including dbt models;
  Microsoft Fabric and Azure Data Factory pipelines;
  SQL Server and Azure SQL
  ; and Power BI reporting for AI, forecasting, and public finance use cases.
• Support responsible AI practices aligned with SEC
  , FINRA
  , and NIST CSF requirements, including data handling, output review, and audit-ready documentation. Work with Info Sec and Compliance to keep AI usage safe and governed.
• Drive adoption by writing user guides
  , running training sessions, and explaining what AI can and cannot do to non-technical colleagues.

• Hands‑on experience building with large language models
  , including prompt engineering and deploying AI‑assisted workflows or automations into real use.
• Working knowledge of data engineering concepts, including APIs
  , data pipelines
  , and structured and unstructured data.
• Proficiency in Python (or a comparable language) for AI integration and scripting.
• Strong analytical skills and the ability to translate a business need into a practical AI or data solution.
• Ability to clearly communicate AI capabilities and limitations to non-technical colleagues.
• Comfort working in or supporting a regulated environment
  , with attention to data privacy and responsible AI practices.
• 2 to 5 years of professional experience in software, data, or analytics engineering, including hands‑on experience building with large data models.

• Claude
  , Python
  , dbt
  , Microsoft Fabric
  , Azure Data Factory
  , SQL Server
  , Azure SQL
  , Power BI
  , Salesforce
  , MCP integrations
  , API connections

• Direct Anthropic Claude experience, including API usage, custom skill creation, and MCP server integration.
• Claude Certified Associate
  - Foundations (CCAO-F) or Claude Certified Architect
  - Foundations (CCAR-F) certification through the Anthropic Claude Certification Program.
• Experience with Microsoft Fabric
  , Azure
  , SQL Server or Azure SQL
  , and Power BI
  .
• Experience with Salesforce and AI use cases in CRM ecosystems.
• Experience in or supporting U.S.
  
  -regulated financial services
  , treasury management, or public‑sector technology.
• Familiarity with Azure cloud services in data and AI‑adjacent workloads.
• Exposure to SOC 2,
  NIST CSF
  , or FINRA and SEC regulatory technology requirements.
• Interest in contributing to internal AI governance practices and centers of excellence.

• Medical, dental, and vision insurance
• 401(k) with employer match
• HSA and FSA options
• Life, AD&D, and disability insurance
• Employee Assistance Program
• Paid time off
• Additional wellness and protection programs

• Within 90 days: learn PTMA’s current Claude deployment and active use cases, document what you’ve learned, and ship at least one new automation or improvement with team support.
• Within 12 months: become a reliable, hands‑on contributor to PTMA’s AI capability, integrate Claude into several operational workflows, and support internal teams as a go‑to partner for building and refining AI skills and integrations.

• Hybrid schedule: Tuesday, Wednesday, and Thursday are mandatory in‑office days. Monday and Friday are remote.
• Occasional in‑office presence on Mondays, Fridays, or weekends may be required depending on active projects or business needs. Other working arrangements may be negotiated with exceptional candidates.
• Work location options: hybrid from the Denver, CO office or Naperville, IL office.
• Application timeline: applications accepted on an ongoing basis.
• Physical requirements: must be able to work at a computer for long periods of time; lift up to 15 lbs.