Senior AI Solution Architect – Proposal Generation

This role is for a client leader in financial services focused on developing an AI-enabled proposal generation platform for Private Banking. It involves leading innovation in AI solution architecture within a regulated banking environment.

• Minimum 5 years of experience in technology delivery analysis or solutions delivery in complex enterprises.
• Proven experience in building or delivering AI proposal/document generation, agentic workflows, retrieval-augmented generation (RAG), tool-calling, automation, or digital platforms.
• Strong expertise with APIs, data flows, event-driven processes, and system integrations.
• Ability to translate strategic outcomes and architecture directions into detailed requirements and acceptance criteria.
• Experience in regulated environments such as banking or financial services with understanding of governance, risk, and compliance.
• Hands-on developer skills including coding, configuration, prototyping, and troubleshooting within AI or automation solutions.
• Familiarity with proposal platforms, content retrieval systems, or client reporting solutions is a plus.
• Deep knowledge of AI architectures including agent patterns, RAG, and LLMOps.
• Fluent English communication skills.

Nice to have:

• Experience with investment proposal platforms, private banking workflows, or client reporting tools.
• Knowledge of AI risk management, privacy, security, auditability, and regulation adherence.
• Prior experience with HSBC or similar global delivery frameworks and standards.

• Lead the design and build-out of the AI proposal generation system, including workflow design, agent orchestration, and integration with content sources and external tools.
• Contribute hands-on to AI agent workflows, prototype development, and production system enhancements.
• Develop and validate workflows for data retrieval, content sourcing, proposal assembly, disclosures, and traceability.
• Define technical requirements for data sourcing, transformation, quality, metadata, and governance.
• Produce documentation such as user stories, acceptance criteria, process flows, data mappings, and readiness packs.
• Collaborate with cross-functional teams to clarify priorities, impact assessments, and sequencing.
• Capture non-functional requirements including performance, security, resilience, scalability, and observability.
• Establish evaluation and monitoring protocols, success metrics, and telemetry for AI solution performance and operational health.

Only candidates with an existing legal right to work in Europe will be considered for this role.