K3 Advisory Group is a UK professional services group with multiple trading subsidiaries and more than 1,200 staff. The Group spans corporate finance, tax, restructuring and insolvency, legal, financial planning, and technology-enabled advisory services. All technology delivery must balance the pace required to exploit AI, data and automation with strict expectations around governance, regulatory obligations, security-by-design, audit trails, and client confidentiality.
Group Technology builds the shared platforms, data foundations and AI-assisted products that scale across these businesses while accommodating local variation.
Key Responsibilities
Schema & data foundations
- Own and extend the identity / firmographic and financial layers of the ICP Profile Schema, working from Companies House API data and the Data Platform.
- Build and maintain rules-based enrichment and de-duplication.
Statistical & ML model build
- Build, validate and maintain supervised classifiers and regression models: succession risk score, distress indicator model, exit-readiness score, win-probability model, and deal-value estimation.
- Own model recalibration on a scheduled cadence, maintaining documented accuracy and precision thresholds for each model before any commercial reliance is permitted.
Middleware ownership
- Own the middleware layer connecting the ICP Profile Schema to Salesforce (CRM) and Salesforce Marketing Cloud (campaign engine) — the layer every other layer reads from and writes to.
- Ensure every model output carries a confidence score and reason code, to the explainability standard defined for our AI output layer.
Governance
- Act as named model owner across the Group's three-tier AI / model governance framework — accountable for validation, change control and explainability at each governance checkpoint.
- Design and build to the standard required by our FCA-regulated entities from day one, even though this phase sits entirely in non-regulated businesses.
- Take all middleware and model changes through the Architecture Board gate.
- Report model and use-case status through the Group's existing technology governance reporting for the AI Intelligence Layer workstream — this isn't run as a separate governance track.
Required Experience & Skills
- Proven delivery of supervised ML models (logistic regression, gradient boosting) and deterministic rules engines in production, run side by side.
- A track record of building explainable model outputs — reason codes, confidence scoring — for governed or regulated environments.
- Comfortable owning a named model-risk position: able to defend model accuracy and logic to a governance committee, not just to engineering peers.
Desirable Experience
- Exposure to regulated-data handling (financial services, FCA or equivalent), given the design-for-regulation requirement.
- Experience integrating ML or rules-engine output with Salesforce or a comparable CRM / marketing platform.
- Familiarity with Companies House or equivalent company-data APIs, and firmographic / financial data enrichment.
Success Measures
- Accuracy & explainability: every live model meets its documented accuracy / precision threshold and carries a confidence score and reason code before commercial use.
- Governance: every use case has an up-to-date, signed-off governance record; no model or middleware change bypasses the Architecture Board gate.
- Delivery: schema, model and middleware changes ship against the AI Intelligence Layer roadmap, with clean status reporting into the Group's technology governance pack.
- Scalability: the platform is proven fit to extend from the proof of concept to further verticals without rework.
Governance, Security & Compliance Expectations
- Confidentiality: company, deal and firmographic data is commercially sensitive; need-to-know access is the default.
- Explainability by design: every model output is versioned, evaluated and carries a confidence score and reason code before use.
- Change control: all middleware and model changes go through the Architecture Board gate and the Group's three-tier AI / model governance framework.
- Data protection: UK GDPR, Malaysian PDPA (where applicable) and Group data protection standards apply.