Head of Investment Data & AI

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs CPAs and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40 locations across the country we are here to serve our clients beyond what is expected.

OPENING SUMMARY

This role owns the Investment Strategy Groups agentic AI platform end-to-end from vendor selection the build-vs-buy roadmap through to the orchestration layer that ties Choreos investment agents together. Work will involve coordination with CIO/ ISG/ CTO and all Choreo platforms to design build and coordinate Investment needs across Choreo and build an Agentic AI overlay to help scale the investment team. This role is accountable for agentic workflows (initially focusing on research summarization meeting documentation the shared research knowledge base due diligence data-gathering advisor content drafting portfolio monitoring and more) both in terms of development and guardrails and compound in value as the platform scales.

Primary Responsibilities:

• Own the build-vs-buy roadmap: license vendor AI tools where they meet the bar and lead build decisions where Choreos proprietary research and philosophy become a genuine competitive moat.
• Stand up and maintain the shared research knowledge base that every other agentic workflow queries against the platforms foundational dependency.
• Manage the technical build and iteration of the Due Diligence Research Agent Portfolio Monitoring Agent and Advisor Content Agent in close partnership with the Manager Research Leads Portfolio Strategy Lead and Advisor Enablement & Communications Lead who owns each agents output quality.
• Design and enforce the human-review guardrails behind every agentic workflow: no client-facing trade-impacting or manager-selection output is released without a named human owner and a documented autonomy boundary.
• Partner closely with the core Technology organization on infrastructure data pipelines security review and enterprise vendor contracting this role builds the agentic layer on top of Technologys platform not alongside it and depends on a working partnership with that team.
• Partner with Choreo Compliance on the firms AI usage and data-handling policy; ensure every new agentic workflow clears compliance review before it touches client or advisor data.
• Treat the Wealth organization as a primary internal client: work directly with advisors and Wealth leadership to understand how they work and build an advisor-centric solution set that measurably improves the advisors experience rather than one optimized for the investment team alone.
• Track and report agent performance output quality human-override rate and time saved as evidence base for expanding autonomy over time.
• Manage AI vendor and model risk (data privacy hallucination exposure single-vendor concentration) as a standing risk register item not a one-time review.
• Advise the Investment Committee and Technology/AI Subcommittee on agentic AI capability limitations and roadmap sequencing.

Basic Qualifications:

• 58 years in investment operations data/technology and/ or AI-adjacent roles within asset management wealth management or a registered investment advisor.
• Direct experience standing up or operating AI agents or LLM-based tools in a production regulated environment not just prototyping.
• Working knowledge of agent orchestration frameworks (e.g. Claude Agent SDK MCP-based tool integration) and retrieval/knowledge-based architecture.
• Demonstrated experience building for or working alongside advisors with a track record of solutions advisors adopt. Strong relationship skills are a must.
• Fluency translating between investment-team workflows (manager due diligence portfolio construction advisor communications) and whats technically buildable is both translator role and an engineering one.
• Experience operating within compliance-constrained environments; comfort designing guardrails and audit trails not just capability.
• Investment background and experience are essential and can include MBA CFA or equivalent investment credential; technical/data background weighted more heavily for this specific role.

Success Metrics

A Note on Scope

• This role sits deliberately at the intersection of investment process and technology it does not own enterprise IT security or firm-wide vendor contracts (those remain with Firm Operations and Technology) and it does not own investment judgment calls (those remain with the Manager Research Leads Portfolio Strategy Lead and CIO per a decision-rights matrix). Its mandate is the agentic layer itself: build it govern it and make sure it earns the trust to take on more.

Employee Benefits

At Choreo we provide a holistic total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health happiness and financial security. Here is what we offer:

• Competitive salary and bonus plan
• Competitive medical dental and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical leadership sales training opportunities
• Unlimited discretionary time off
• Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering cultivating and preserving a culture of diversity equity and inclusion.