AI Business Engineer - Investment Banking Experience

Raymond James; Colrain (MA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement plan

Job summary

Raymond James invites applications for an AI Business Engineer who will advance generative AI adoption within the Investment Bank and Capital Markets & Advisory teams. You will design and refine GPTs, AI-powered workflows, and agent-based tools, while supporting training and user enablement across bankers.

Collaboration with stakeholders, vendors, and engineering partners will be essential to deliver repeatable, scalable solutions.

Qualifications

• Bachelor’s degree in a related field or equivalent practical experience.
• 1–6 years of experience in technology, software, or digital innovation in financial services is a plus.
• Strong interest in generative AI, automation, and modern software platforms.

Responsibilities

• Support AI tooling adoption across Investment Bank and CM&A functions.
• Design, develop, test, and improve GPTs, AI workflows, and agent-based solutions.
• Assist with prompt engineering, documentation, and best practices for AI tools.

Skills

Python

SQL

Advanced Excel

Communication

Stakeholder management

Vendor management

Data visualization

Prompt engineering

Education

Bachelor’s degree

Tools

GPTs

APIs

Low-code/no-code tools

Job description

Job Description Summary

The AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent‑based tools. This role blends technical curiosity with practical application and deep business knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation. The individual partners with stakeholders to deliver training, troubleshoot issues, and enhance user experience, while also evaluating technology trends and vendors to drive innovation and business value.

Responsibilities

• This role will directly support the Investment Bank and Capital Markets & Advisory function and its use of generative AI, including GPTs and future agent‑based solutions.
• Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and (over time) 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

Skills

• The ideal candidate is curious, technically inclined, and excited about applying emerging technologies—especially generative AI to real business problems.
• 1–4 years of experience in technology, software, digital innovation, or related roles (financial services experience a plus, but not required)
• 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; ability to read, modify, and apply scripts with guidance from engineering partners — deep software engineering experience not required
• 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

What Success Looks Like

• High‑value AI use cases are moved from idea to pilot to scaled adoption.
• Solutions are deployed with clear testing, documentation, and governance controls.
• Banker adoption increases and workflows show measurable improvement in speed, quality, or user experience.
• The team develops reusable assets and a repeatable operating model rather than one‑off prompts.

Education

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

Work Experience

General Experience - 1 to 6 years

Education

Bachelor’s (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Salary Range

$65,000.00-$0.00

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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