BrightSide

Financial Planning and Analysis

• Manage a portfolio of clients and build trusted relationships
• Provide personalized financial coaching based on clients’ circumstances and goals
• Engage with clients by phone, chat, and email
• Understand clients’ goals, motivations, and barriers to financial progress
• Support clients through financial crises, including eviction, housing or food insecurity, and unexpected income loss
• Connect clients with appropriate resources
• Evaluate each client’s broader financial picture
• Provide relevant financial education and coaching
• Research company-approved financial resources and options
• Help clients with budgeting, cash management, debt reduction, savings, and other financial goals
• Help clients create practical short- and long-term action plans
• Serve as a trusted accountability partner throughout the client relationship

Financial Assistant

AI Engineer

• Own the design and build of Brightside’s AI agent platform
• Design and own the multi-agent orchestration layer, including session supervisor, domain clusters, escalation arbiter, and conversation manager
• Define agent routing logic, context sharing, tool use, and latency budgets across 18+ agents
• Architect the real-time pipeline from Amazon Connect through Contact Lens, Kinesis, Lambda, Bedrock, and WebSocket push to the Financial Assistant panel
• Own dual-mode agent architecture for human-assisted coaching and autonomous client conversations
• Define model selection and routing across low-latency and reasoning-intensive agent tiers
• Govern prompt architecture, including structured agent prompt standards, runtime domain knowledge injection, and conditional output formatting
• Build and own the evaluation harness for schema validation, behavioral regression testing, and latency profiling
• Design the domain knowledge base across 8 domains and 49 use case types
• Own the AI platform data model for client financial profiles, cases, goals, options, outcomes, and financial impact measurement
• Architect the CRM synchronization layer, including real-time field writes after Financial Assistant confirmation and human correction logging
• Define canonical data models across clients, employers, financial products, and outcomes
• Ensure data integrity across Aurora PostgreSQL and Aurora MySQL
• Own AWS Bedrock-native inference infrastructure, including asynchronous invocations, Knowledge Bases, and RAG pipelines
• Design the session state layer using ElastiCache Redis and DynamoDB
• Define AI governance standards for model evaluation, monitoring, explainability, and compliance
• Evaluate and guide decisions on model providers, orchestration frameworks, and platform tooling
• Work directly alongside Jacky Chiu and the engineering team to architect and ship production systems
• Debug Bedrock invocations, profile latency spikes, and review schema changes

Financial Assistant

Principal Architect – AI