About the role

We are seeking a Director of AI & ML to provide senior-level leadership in executing the vision, strategy, and governance of user-facing artificial intelligence products across PureFacts — and to personally build and ship the AI capabilities that deliver it. This is a hands-on leadership role: you will set direction and ship code.

You will lead the design, development, and deployment of AI and machine learning solutions across the PureFacts platform, owning the ML/AI roadmap from evaluating advisor pricing through guided, agentic workflows that enable wealth managers to optimize their client portfolios. You’ll build a scalable, enterprise-grade AI/ML platform, supporting training, inference, and eval pipelines for tens to hundreds of per-tenant models. You will lead and manage a team of 3-4 ML and AI & ML engineers who report directly to you — while building and shipping yourself. Everyone on this team codes, including you.

This role sits at the intersection of data science, engineering, and product, and plays a key part in advancing PureFacts' AI-first strategy: automating workflows, reducing operational friction, and delivering AI capabilities that create measurable business impact for our clients.

What you'll do

AI Strategy & Direction

• Define, execute, and own PureFacts' AI & ML vision and strategy, ensuring alignment with business objectives and measurable outcomes

• Act as the AI advisor to senior leadership, informing investment decisions, client commitments, and external partnerships

• Champion our AI-first approach, identifying and prioritizing opportunities to eliminate manual, repetitive, and low-value work through intelligent automation

Build & Ship

• Personally design, build, and deploy machine learning and AI-driven solutions in production — from prototype through deployment

• Develop capabilities including generative AI and agentic systems, RAG pipelines, predictive analytics and forecasting, anomaly detection in financial and operational data, and intelligent automation of reporting and data workflows

• Lead LLM model selection and ancillary build-vs-buy decisions based on systematic evaluation pipelines and frameworks

• Translate proof-of-concept models into scalable, reliable, enterprise-grade product capabilities

Data & Platform Integration

• Collaborate with data engineering teams to ensure high-quality, accessible data pipelines

• Integrate AI capabilities into the PureRevenue platform and client-facing products through APIs and microservices architecture

Team & Cross-Functional Leadership

• Hire, manage, and develop a team of 3-4 ML/AI engineers, owning performance, growth, and technical direction while fostering a culture of innovation, experimentation, and continuous improvement

• Partner with Product, Engineering, and Client teams to translate AI capabilities into real-world value

• Communicate AI strategy, capabilities, and limitations clearly to technical, executive, and client audiences, setting realistic expectations in a regulated industry

Governance, Risk & Responsible AI

• Ensure AI solutions adhere to data privacy, security, and regulatory requirements

• Implement responsible AI practices including bias detection and mitigation, model explainability, and transparency and auditability

Qualifications

Experience

• 10+ years of ML/AI engineering experience, including MLOps (model registries, feature stores, retraining pipelines)

• Advanced degree in Computer Science, Data Science, Engineering, or a related field

• A track record of personally shipping production ML products that drove measurable business outcomes — shipped product is the proof of hands-on ability we're looking for

• Direct experience building with LLMs, RAG, and agentic AI systems, including orchestration frameworks and model evaluation

• Experience in SaaS, fintech, or data-driven enterprise environments

• Experience leading engineering teams — as a people manager or hands-on tech lead — while continuing to build and ship yourself

Technical Skills

• Strong programming skills in Python, used currently and regularly — not managed from a distance

• Experience with AI (ADKs, LangSmith, etc.) and ML frameworks (PyTorch, TensorFlow, Scikit-learn, MLflow, SageMaker, Azure ML, or equivalent).

• Experience with data pipelines (SQL, Spark), APIs, and microservices

• Experience with cloud platforms (Azure preferred; AWS or GCP acceptable)

• Experience with AIOps and MLOps tools and automation frameworks

Mindset & Communication

• Strong focus on using AI to drive efficiency and eliminate manual work

• Ability to lead complex technical initiatives and influence stakeholders across functions

• Strong communication skills, with the ability to frame AI investments in term of business value for executive and non-technical audiences

• Comfort operating in an agile, fast-paced, scaling environment: strategic one hour, shipping code the next

A Plus

• Formal people management experience (performance reviews, hiring, career development)

• Experience in wealth management, asset management, or adjacent financial services technology

• Familiarity with AI governance frameworks and the evolving regulatory landscape for AI in financial services

Key Success Metrics

• Successful deployment of AI & ML-driven features into production, on a scalable and reliable platform

• Reduction in manual effort and operational inefficiencies through AI, internally and for clients

• Measurable improvements in client AI product adoption and business outcomes

• Evaluation and governance standards that stand up to client and regulatory scrutiny

About PureFacts Financial Solutions

PureFacts is the leader in the Revenue Performance Management category for wealth and asset management firms. The PureRevenue™ Platform helps organizations maximize revenue potential by connecting pricing, billing, compensation, advisor behavior, and AI-powered intelligence within a single Revenue Book of Record. By transforming fragmented revenue processes into a coordinated growth system, firms gain greater visibility, stronger pricing discipline, improved revenue capture, and more effective advisor alignment. The result is faster organic growth, improved profitability, and increased enterprise value. For more than 25 years, PureFacts has helped leading financial institutions turn revenue from an operational process into a strategic advantage.

At PureFacts, we are building an AI-native platform and company. We embed AI, intelligent automation, and agentic workflows across our products and operations to detect anomalies, surface insights, streamline repetitive work, and support faster, better decision-making. In a highly regulated industry, we believe AI must be practical, governed, and auditable—amplifying human expertise while helping our teams and clients focus on higher-value, strategic work.