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. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.

For more firm information, please visit About the department

Franklin Templeton is seeking an AI/ML Lead Engineer to design and implement agents for financial advisors that simplifies advisor work, leveraging client data and portfolio performance. Ideal candidates will generate insights for individual portfolios and across an advisor book of business, all within a monitored, auditable architecture. You'll be part of Franklin Templeton's AI platform team, where you'll help build the agentic platform and advisor-facing tools that are redefining how our advisors and clients engage with their portfolios.

This is a chance to work at the intersection of cutting-edge AI and global asset management, owning foundational architecture and delivering capabilities that reach advisors and clients worldwide.

How you will add value

Design and implement production-grade multi-agent systems using the 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, grounded-ness, 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

Key Initiatives this role will support

Advisor-Facing AIDesign and implement agents for financial advisors that simplifies advisor work, leveraging client data, portfolio performance, thereby generating insights for individual portfolios as well as across an advisor book of business - all within a monitored, auditable architecture.

Workflow Automation Optimize client servicing, portfolio implementation, and other internal workflows using conversational and autonomous AI agents, this will include establishing a library of focused agents that are effective in their roles.

AI Agent Platform & Infrastructure Architect a scalable multi-agent platform with orchestration engines, memory and state management, dynamic tool invocation, structured output validation, observability, fault tolerance, and automated evaluation — solving…