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About the Role

The AI Business Engineer supports the adoption and effective use of generative AI across Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions. This role blends technical curiosity with practical application and business knowledge, focusing on prompt engineering, solution development, and user support.

Responsibilities

• Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and agent-based solutions.
• Assist with prompt engineering, prompt optimization, and documentation of effective prompting patterns and use cases.
• Help maintain standards, best practices, and internal documentation related to AI tools, automation, and innovation platforms.
• Provide hands-on support to internal users, helping troubleshoot issues and improve overall user experience with AI-enabled tools.
• Design and deliver role-specific training to finance professionals.
• Contribute to short- and long-term innovation roadmaps through research, analysis, and execution support.
• Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value.
• Generate insights and recommendations that help improve internal technology offerings and identify areas for growth.
• Assist with data analysis and reporting related to innovation initiatives, pilots, and outcomes.
• Create and maintain presentation materials, including PowerPoint decks, charts, and visuals for leadership and stakeholder updates.
• Facilitate meetings with internal teams and external vendors; capture notes, actions, and follow-ups.
• Draft concise summaries, reports, or briefing materials on technology topics, vendors, or pilot results.
• Contribute ideas and perspectives to brainstorming sessions and innovation ideation efforts.

Requirements

• 1–4 years of experience in technology, software, digital innovation, or related roles.
• Strong interest in generative AI, automation, and modern software platforms (e.g., LLMs, GPTs, agents, APIs, low-code/no-code tools).
• Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development.
• Proficiency in data analysis using advanced Excel (e.g., pivot tables, XLOOKUP/VLOOKUP, conditional logic) to support reporting, pilot measurement, and business case development.
• Experience supporting or managing vendors, including coordination around licenses, contracts, or service delivery.
• Working knowledge of project and program management fundamentals.
• Ability to operate effectively in a fast-paced, evolving environment and adapt quickly as priorities and technologies change.
• Demonstrated ability to think creatively and encourage new approaches or ways of working.
• Strong written communication skills, with the ability to explain technical or complex concepts clearly and concisely.
• Comfortable creating and interpreting charts, diagrams, tables, and other data visualizations.
• Genuine interest in following technology trends, innovation research, and emerging tools.
• Excellent verbal communication and collaboration skills.
• High attention to detail with the ability to manage multiple workstreams simultaneously.
• Team-oriented mindset with the ability to work across technical and non-technical stakeholders.

Skills

• Generative AI
• Automation
• LLMs
• GPTs
• Agents
• APIs
• Low-code/no-code tools
• Python
• SQL
• Advanced Excel (pivot tables, XLOOKUP/VLOOKUP, conditional logic)
• Vendor management
• Project management
• Program management
• Data analysis
• Data visualization
• Written communication
• Verbal communication
• Collaboration

Work Type

• Hybrid

Experience Level

• 1 to 6 years
• 3 to 6 years

Education Level

• Bachelor’s degree in computer science, engineering, information systems, data science, finance, economics, or a related field, or equivalent practical experience.
• Bachelor’s

Salary/Compensations

• $65,000.00-$0.00

Benefits

• Medical, dental, and vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

About the Company

• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• We expect our associates at all levels to: Grow professionally and inspire others to do the same, Work with and through others to achieve desired outcomes, Make prompt, pragmatic choices and act with the client in mind, Take ownership and hold themselves and others accountable for delivering results that matter, Contribute to the continuous evolution of the firm.
• At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.