AI Solutions Engineer

POSITION: AI Solutions Engineer

Location & Hours: Onsite | M-F 8:30-5:00pm

FLSA Classification: Exempt

Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

Position Summary

The AI Solutions Engineer will lead the development and implementation of artificial intelligence, machine learning, and automation solutions across Sound Income Group. As a new add-to-staff position, this individual will have significant ownership in evaluating current processes, identifying opportunities to improve efficiency and cost effectiveness, and building solutions that deliver measurable business results.

This role requires a hands-on, highly autonomous engineer with broad expertise across machine learning, generative AI, data engineering, and business-process automation. The AI Solutions Engineer will partner with leaders across Marketing, Business Development, Recruiting, Sales, Coaching, Advisor Support, and Operations to understand departmental needs and determine which processes can be enhanced through AI and which require continued human oversight.

Key Responsibilities

• Evaluate workflows, systems, and data across departments to identify opportunities for AI, machine learning, and automation.
• Develop and maintain a prioritized AI roadmap based on business impact, feasibility, efficiency, cost-effectiveness, and risk.
• Design, build, test, deploy, and maintain production-ready AI and machine-learning solutions.
• Develop department-specific AI assistants, agents, and automation tools that improve productivity and support business needs.
• Build solutions supporting lead generation, lead qualification, lead routing, recruiting, marketing, business development, and back-office operations.
• Create and maintain reliable data pipelines and integrations across internal systems, databases, APIs, and third-party platforms.
• Partner with department leaders and subject-matter experts to understand business challenges and translate them into practical technical solutions.
• Determine whether each business need is best addressed through generative AI, machine learning, rules-based automation, third-party technology, or a human-led process.
• Develop prototypes, gather user feedback, and convert validated concepts into secure, scalable, and maintainable solutions.
• Establish benchmarks and reporting to measure solution accuracy, adoption, efficiency, cost savings, lead conversion, and overall business impact.
• Implement appropriate security, privacy, permissions, human-review controls, and governance standards for AI solutions.
• Evaluate AI platforms, vendors, models, and emerging technologies and make recommendations regarding scalability, security, business fit, and cost.
• Document technical requirements, architecture, data flows, procedures, and ongoing maintenance needs.
• Educate employees and leaders on AI capabilities, limitations, responsible use, and adoption best practices.
• Operate with a high degree of independence and take ownership of projects from initial discovery through implementation and ongoing optimization.