AI​/ML Lead Engineer

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships.

OSAM is a research and money management firm based in Stamford, Connecticut, operating autonomously and backed with global enterprise resources.

Franklin Templeton is seeking an AI/ML Lead Engineer to design and implement agents for financial advisors that simplify advisor work, leveraging client data and portfolio performance.

• Design and implement production-grade multi-agent systems using leading agent frameworks and platforms.
• Build agent workflows that integrate context retrieval, reasoning, tool execution, validation, and compliance checks.
• Develop distributed services for agent execution with strong observability, monitoring, and failure handling.
• Establish tools, data agents, and services to enable context ensuring the AI model is grounded in the correct data and knowledge.
• Embed AI agents and chatbots into our client-facing platform to surface insights in a natural manner for advisors.
• Establish evaluation frameworks for multi-step reasoning accuracy, groundedness, hallucination mitigation, and financial correctness.
• Implement memory management, context handling, and agent state persistence strategies.
• Review interaction issues to continually refine knowledge bases and agent setups.
• Partner with product, design, and engineering teams to translate business requirements into robust agent architecture.
• Optimize systems for latency, cost efficiency, and reliability in production.
• Contribute to infrastructure decisions around model serving, vector databases, caching, and orchestration layers.

• Advisor-Facing AI:
  Design and implement agents that simplify advisor work, leveraging client data and portfolio performance, generating insights for individual portfolios and across an advisor book of business within a monitored, auditable architecture.
• Workflow Automation:
  Optimize client servicing, portfolio implementation, and other internal workflows using conversational and autonomous AI agents, establishing a library of focused agents that are effective in their roles.
• AI Agent Platform & Infrastructure:
  Build a scalable multi-agent platform with orchestration engines, memory and state management, dynamic tool invocation, structured output validation, observability, fault tolerance, and automated evaluation to solve reliability, explainability, and regulatory challenges at scale.

• 5+ years of software engineering experience, including 2+ years building and deploying LLM, GenAI, or agent-based systems in production environments.
• Experience implementing multi-step agent workflows using frameworks such as Lang Chain, OpenAI function/tool calling, or similar orchestration frameworks.
• Expert-level proficiency in Python and experience building distributed services or microservices architectures.
• Hands‑on experience with vector databases (e.g., Pinecone, FAISS), RAG architectures, and data grounding techniques.
• Experience implementing observability, monitoring, and fault‑tolerant systems for high‑availability applications.

• Experience building technology solutions for asset management, wealth management, or portfolio analytics platforms.
• Experience designing evaluation frameworks for LLMs (e.g., hallucination mitigation, groundedness, accuracy testing, or compliance monitoring).
• Experience designing or deploying multi-agent architectures involving memory, state management, and orchestration layers.
• Experience with model serving frameworks, containerization (Docker/Kubernetes), and cloud platforms (AWS, Azure, GCP).
• Master's or PhD in Computer Science, Machine Learning, AI, or a related discipline.

We expect the annual salary for this position to range between $180,000 – $212,000, depending on location and level of relevant experience, plus discretionary bonus.

Franklin Templeton offers employees a competitive total rewards package, including base compensation, an annual discretionary bonus, a 401(k) plan with a generous match, and recognition…