Hiring an AI automation lead for our wealth advisory office

Project Description

Independent wealth advisory firm on the North Shore looking for an ongoing automation lead. You'd build and maintain agents that monitor filings and research, prepare draft summaries for advisors, and keep our internal knowledge base current. Discretion and careful data handling are essential given our client base. Comfort with OpenAI, Claude, and vector databases expected. This is a long-term part-time arrangement, not a one-off project. Please share relevant experience and how you approach sensitive financial data.