AI Principal Consultant- GenAI / Agentic Systems - FS

Infosys Consulting · Charlotte

FULL TIME

Job Description

We are seeking a hands-on Financial Services Consultant with

AI experience

to design, build, and scale GenAI-powered solutions for banking and financial services. The role focuses on understanding business pain points, define solution leveraging AI techniques, with experience in

LLM application development, agent orchestration, and data-driven AI pipelines

to be developed for specific financial services use cases.

Here are some AI engagements our consultants are working on

Improve Day in life of Wealth Advisor leveraging AI interventions such as – Client Profiling, Client Advisor Mapping, Meeting summarization, Next Best Action.

Reduce false positives in Trade / AML Surveillance to ensure Compliance personnel are focusing their time on critical alerts.

Faster onboarding of clients leveraging AI driven KYC processes – Negative News screening, Beneficial Ownership determination, Document information extraction and validation.

Improve Operational processes leveraging AI / Gen AI – Corporate Actions, Reconciliations, Predict Settlement failures, etc

Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management

Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk

Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.

Comprehensive portal to do a “Best Match” and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams

Key Responsibilities

Work with business stakeholders (Banking and financial services) to identify the problem statement and participate in / lead solution design. E.g. Understand Day in life of an Advisor, identify critical manual flows and define potential solutions

Act as a Product Manager / Product Owner and work closely with architects, business SMEs, to develop business requirements and AI solutions

Design and develop

GenAI solutions

using LLMs (Claude, OpenAI, etc.) to solve business problems such as Improving Advisor productivity, Operations efficiency in areas such as Corporate Actions, Portfolio Mgmt., AML / KYC processes.

Build

agent-based workflows

using frameworks such as LangChain / Google ADK / similar

Develop

RAG pipelines , semantic search, and knowledge-driven applications

Implement

prompt engineering, evaluation frameworks, and guardrails

Perform

testing, validation, of final solution to ensure conformity to business problems and optimization

of AI models and pipelines

Coordinate with business and technology stakeholders for program delivery

Required Skills

Experience in financial services industry (Capital markets / Banking) and familiarity with Front office / Middle office / Back office operations or processes

Understanding of the end to end value chain (wealth management, asset management, investment banking, etc.)

Experience with defining AI related KPIs and building AI adoption business case

Experience in Python-based AI/ML development

Understanding of

LLMs and GenAI architectures

Prompt engineering and chaining techniques

Data processing and pipelines

Understanding of Graph RAG and hands-on with one or more

LangChain / similar frameworks

Claude / OpenAI / other LLM APIs

Working knowledge of

Vector databases, embeddings, semantic search

API integrations and microservices

Basic

Qualifications

Bachelor’s degree or equivalent required

Prior work experience of 8-12 years either in management consulting or directly working on advisory business, technology or operational change initiatives in Financial Services industry.

Strong problem-solving mindset

Ability to work in fast-paced AI delivery pods

Ability to travel up to 75%.

Location – Dallas, Charlotte, NJ/NY

Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.

Preferred Qualifications / Skills

Exposure to

Google ADK / agentic frameworks

Experience with

knowledge graphs and graph-based retrieval

Understanding of

banking / financial services domain

Familiarity with

cloud platforms (Azure / AWS / GCP)

Data engineering basics (SQL, schema, profiling)

Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary

Candidates should be able to ramp up quickly with minimal support, take full ownership of assigned tasks, and consistently deliver against timelines and commitments.

Company	Infosys Consulting
Location	Charlotte
Type	FULL TIME
Niche	Full-time

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