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Senior Applied Scientist- AI/ML

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.


A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!


We are looking for passionate individuals seeking to apply the latest advancements in Large Language Models (LLM), Computer Vision (CV) and Natural Language Processing (NLP) in the legal & financial tech sector.


Applied Scientists will work collaboratively with Software Engineers and other Applied Scientists to pursue a broad range of AI initiatives. By using a combination of various state-of-the-art natural language and vision models, Applied Scientists will help build complex legal AI agents.


The Applied Scientist will:
  • Finetune and integrate the latest Large Language Models (LLMs) such as OpenAI/Gemini/Claude/Llama/MistralAI models into production systems.
  • Train, finetune and deploy large-scale NLP and CV models to power complex document understanding experiences.
  • Design and implement scalable, efficient and highly precise Q&A RAG frameworks 
  • Work with complex datasets from various sources to build Extract, Transform, and Load (ETL) data pipelines for downstream tasks
  • Collaborate with other product managers and engineers in the team to build tools to evaluate and improve the end-to-end AI quality of our production systems.
  • Effectively communicate and demonstrate work to stakeholders
  • Lead projects from end to end, take full ownership, and make key decisions about architecture, modeling approaches, and tools. 
  • Align technical work with business goals and communicate the impact of machine learning models in terms of business outcomes.


Qualifications:
  • Bachelor's, Master’s OR PhD degree in Computer Science, Electrical or Computer Engineering, or related field (e.g., statistics, predictive analytics, research)
  • Experience building sophisticated RAG pipelines with LLMs (with frameworks like LangChain, LlamaIndex, Hamilton, etc.)
  • Experience working on deep learning architectures specifically with Natural language-based models (Pytorch/Tensorflow), vector databases and graph databases
  • Experience developing applications using prompt engineering, fine tuning, Google Vertex AI APIs, Azure Open AI APIs or equivalent.


Preferred Qualifications:
  • Bachelor’s degree in Computer Science, Electrical or Computer Engineering, or related field (e.g., statistics, predictive analytics, research) AND 7+ years related experience (e.g., statistics, predictive analytics, research) 
  • OR Master’s/PhD degree in Computer Science, Electrical or Computer Engineering, or related field (e.g., statistics, predictive analytics, research) AND 5+ years related experience (e.g., statistics, predictive analytics, research)
  • OR equivalent experience.
  • 1+ year(s) experience creating publications (e.g., patents, peer-reviewed academic papers)
  • 3+ years experience writing production code as well as deploying and maintaining shipped AI/ML models over time
  • 2+ years experience conducting research as part of a research program (in academic or industry settings) in areas of machine learning, deep learning, NLP, data mining, information retrieval
  • 5+ years of experience in Python


$180,000 - $215,000 a year

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

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What You Should Know About Senior Applied Scientist- AI/ML, Wealth.com

We're excited to announce an opening for a Senior Applied Scientist - AI/ML at Wealth.com, the industry's leading estate planning platform! Here at Wealth.com, we empower financial advisors with cutting-edge technology, AI, and unmatched human expertise. If you're looking to make an impact in the legal and financial tech sector, this is the place for you. As a Senior Applied Scientist, you'll collaborate with talented Software Engineers and fellow Applied Scientists on innovative AI projects. Your main focus will be to finetune and integrate the latest Large Language Models (LLMs) such as OpenAI, Gemini, and MistralAI into our production systems, allowing us to offer advanced document understanding experiences. You'll also work on designing scalable frameworks for Q&A, creating efficient ETL pipelines, and demonstrating your work to stakeholders. We value ownership and your ability to drive projects from conception to delivery. With a supportive and collaborative culture, Wealth.com was celebrated as a Great Place to Work for 2024, and we're looking for passionate individuals who thrive in an environment that fosters innovation. If you have a strong background in AI, a degree (Bachelor’s, Master’s, or PhD) in a relevant field, and significant experience with deep learning architectures, we want to hear from you! Join us and be part of a team that is revolutionizing how estate planning is done, all while enjoying what you do.

Frequently Asked Questions (FAQs) for Senior Applied Scientist- AI/ML Role at Wealth.com
What are the responsibilities of a Senior Applied Scientist - AI/ML at Wealth.com?

As a Senior Applied Scientist - AI/ML at Wealth.com, you'll take on key responsibilities such as integrating advanced Large Language Models into our production systems and developing sophisticated Q&A frameworks. You'll also design data pipelines, collaborate closely with Software Engineers, and lead projects from start to finish, ensuring that your work aligns with business goals.

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What qualifications are needed for the Senior Applied Scientist - AI/ML position at Wealth.com?

To qualify for the Senior Applied Scientist - AI/ML position at Wealth.com, you should possess a Bachelor's, Master's, or PhD in Computer Science or related fields. Significant experience in building RAG pipelines with LLMs and a deep understanding of NLP and computer vision models is also essential. Preferred candidates have over 5 years in related experience, with familiarity in prompt engineering and deploying AI models.

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How does Wealth.com support innovation for Senior Applied Scientists - AI/ML?

Wealth.com fosters a culture of innovation by encouraging Senior Applied Scientists - AI/ML to take ownership of projects and collaborate across teams. This role allows you to lead the exploration and implementation of new AI technologies and methodologies while directly impacting business outcomes through your contributions and research.

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What does the work environment look like for a Senior Applied Scientist - AI/ML at Wealth.com?

The work environment for a Senior Applied Scientist - AI/ML at Wealth.com is dynamic and collaborative. The company is recognized as a Great Place to Work and emphasizes a supportive culture where innovation thrives. You'll work with a diverse team committed to leveraging advanced technologies to create exceptional estate planning solutions.

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What is the salary range for the Senior Applied Scientist - AI/ML role at Wealth.com?

The salary range for the Senior Applied Scientist - AI/ML role at Wealth.com is between $180,000 and $215,000 a year. This competitive compensation reflects the highly skilled nature of the position and the company's commitment to attract and retain top talent in the field of AI and machine learning.

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Common Interview Questions for Senior Applied Scientist- AI/ML
Can you describe your experience with Large Language Models in the context of the Senior Applied Scientist role?

When answering, highlight specific projects where you've integrated LLMs into applications. Discuss the models you've used, such as OpenAI or Gemini, and any significant results or improvements your work led to. Emphasize your understanding of their capabilities and limitations.

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What strategies would you use to build scalable Q&A systems?

Your answer should outline a structured approach to developing Q&A systems, including leveraging RAG frameworks and the importance of efficient data transformation processes. Highlight examples of technologies you've used and how you ensured the scalability and precision of your models.

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How do you ensure that AI models align with business goals?

Discuss methods you employ to understand stakeholder requirements and translate those into technical specifications. Mention your experience in communicating the potential impact of AI initiatives on business operations, demonstrating how you bridge the technical and business realms.

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What experience do you have with Python in your previous roles?

Provide details regarding the depth of your programming experience with Python, including specific libraries or frameworks relevant to AI/ML like TensorFlow or PyTorch. Include examples of projects where your Python skills were essential for deploying and maintaining AI models.

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Describe your process for training and fine-tuning machine learning models.

Outline the steps you take in training models, such as data preparation, feature selection, and choosing the right algorithms. Emphasize your approach to fine-tuning, evaluating performance, and ensuring model robustness before deployment.

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How do you handle complex datasets in your projects?

Discuss your experience in managing complex data, including strategies for data cleaning, transformation, and integration. Mention any tools or methodologies you've used to facilitate effective data management, ensuring smooth ETL processes.

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What is your experience with prompt engineering?

Share specific instances where you have used prompt engineering to optimize the performance of language models. Discuss your understanding of how prompt design influences model output and your approach in crafting effective prompts for specific applications.

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What do you consider when evaluating the quality of AI/ML models?

Talk about the key performance indicators you focus on, including accuracy, precision, and recall. Highlight your approach to ongoing testing and validation to ensure the models meet the expected standards and deliver meaningful results.

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Can you provide an example of a successful project you've led in an AI environment?

Use this opportunity to share a specific project that showcases your leadership skills, technical expertise, and the impact of your work. Highlight your role in guiding the project from conception to execution and the outcomes it produced.

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How do you keep up with advancements in AI and Machine Learning technologies?

Mention your strategies for staying current with the latest AI/ML research and industry developments. This could include attending conferences, participating in webinars, following influential publications, and engaging with the AI community through networks or forums.

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www.Arete-Wealth.comAreté is a Financial Consulting Firm that partners with Dentists and Physicians in the areas of Comprehensive Financial Planning, Investment Management, Retirement Plan Design, and Practice Development.Areté Partners, LLC is an...

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Full-time, remote
DATE POSTED
March 21, 2025

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