Principal Consultant - Banking and Capital Markets - GenAI / Agentic Systems, Infosys Consulting The Role - What You'll Do We are seeking a hands-on Financial Services Principal Consultant with
AI experience to design, build, and scale GenAI-powered solutions for banking and financial services. The role focuses on understanding business pain points, define solution leveraging AI techniques, with experience in
LLM application development, agent orchestration, and data-driven AI pipelines to be developed for specific financial services use cases.
Here are some AI engagements our consultants are working on :
- Improve Day in life of Wealth Advisor leveraging AI interventions such as - Client Profiling, Client Advisor Mapping, Meeting summarization, Next Best Action.
- Reduce false positives in Trade / AML Surveillance to ensure Compliance personnel are focusing their time on critical alerts.
- Faster onboarding of clients leveraging AI driven KYC processes - Negative News screening, Beneficial Ownership determination, Document information extraction and validation.
- Improve Operational processes leveraging AI / Gen AI - Corporate Actions, Reconciliations, Predict Settlement failures, etc
- Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
- Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
- Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
- Comprehensive portal to do a "Best Match" and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams
Key Responsibilities - Work with business stakeholders (Banking and financial services) to identify the problem statement and participate in / lead solution design. E.g. Understand Day in life of an Advisor, identify critical manual flows and define potential solutions
- Act as a Product Manager / Product Owner and work closely with architects, business SMEs, to develop business requirements and AI solutions
- Design and develop GenAI solutions using LLMs (Claude, OpenAI, etc.) to solve business problems such as Improving Advisor productivity, Operations efficiency in areas such as Corporate Actions, Portfolio Mgmt., AML / KYC processes.
- Build agent-based workflows using frameworks such as LangChain / Google ADK / similar
- Develop RAG pipelines, semantic search, and knowledge-driven applications
- Implement prompt engineering, evaluation frameworks, and guardrails
- Perform testing, validation, of final solution to ensure conformity to business problems and optimization of AI models and pipelines
- Coordinate with business and technology stakeholders for program delivery
Required Skills - Experience in financial services industry (Capital markets / Banking) and familiarity with Front office / Middle office / Back office operations or processes
- Understanding of the end to end value chain (wealth management, asset management, investment banking, etc.)
- Experience with defining AI related KPIs and building AI adoption business case
- Experience in Python-based AI/ML development
- Understanding of:
- LLMs and GenAI architectures
- Prompt engineering and chaining techniques
- Data processing and pipelines
- Understanding of Graph RAG and hands-on with one or more:
- LangChain / similar frameworks
- Claude / OpenAI / other LLM APIs
- Working knowledge of:
- Vector databases, embeddings, semantic search
- API integrations and microservices
Basic Qualifications - Bachelor's degree or equivalent required
- Prior work experience of 8-12a years either in management consulting or directly working on advisory business, technology or operational change initiatives in Financial Services industry.
- Strong problem-solving mindset
- Ability to work in fast-paced AI delivery pods
- Ability to travel up to 75%.
- Location - Dallas, Charlotte, NJ/NY
- Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time
Preferred Qualifications / Skills - Exposure to Google ADK / agentic frameworks
- Experience with knowledge graphs and graph-based retrieval
- Understanding of banking / financial services domain
- Familiarity with cloud platforms (Azure / AWS / GCP)
- Data engineering basics (SQL, schema, profiling)
- Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary
- Candidates should be able to ramp up quickly with minimal support, take full ownership of assigned tasks, and consistently deliver against timelines and commitments.
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: -
- Medical/Dental/Vision/Life Insurance
- Long-term/Short-term Disability
- Health and Dependent Care Reimbursement Accounts
- Insurance (Accident, Critical Illness, Hospital Indemnity, Legal)
- 401(k) plan and contributions dependent on salary level
- Paid holidays plus Paid Time Off
