Workflow Automation Consultant

AI Solutions Consultant (Operational Workflow Automation)Company: Global Investment Management FirmEngagement Duration: 6 Months (W2 Contract) – NO C2CLocation: New York, NY (On-site)Compensation: $65 to $75 per hourPosition SummaryOur client is seeking a Technical Solutions Architect with a builder mindset to lead a high-impact initiative focused on cross-departmental operational efficiency. This is not a data science role or strategy consulting role but a hands-on process engineering and enablement one. You will be responsible for auditing manual workflows across the firm (from Front-Office research to Back-Office compliance) and replacing them with intelligent, production-ready automation.The ideal candidate bridges the gap between technical architecture and business operations, delivering tangible time-savings through generative AI and agentic workflows.Primary Focus: Efficiency and Workflow EngineeringPartner with various department heads (Trading, Research, Operations, Legal) to identify and prioritize high-ROI automation opportunities.Design and deploy multi-step, autonomous agents capable of handling complex tasks such as document parsing, cross-departmental data reconciliation, and market monitoring.Build robust Retrieval-Augmented Generation pipelines to transform unstructured firm intelligence (PDFs, call transcripts, alternative feeds) into actionable, automated workflows.Ensure all automation tools are seamlessly integrated into a secure VPC environment, prioritizing data privacy and institutional reliability.Work at the architectural and executional level with technical stakeholdersRequirementsProven track record of moving beyond lab experiments to deploying functional, production-grade automation software.Expert proficiency in Python and SQL. Deep experience with LLM orchestration (e.g., LangChain, AutoGen) and Vector Databases.Direct experience building automation solutions within Investment Management, Banking, or via top-tier management consulting for FS clients.Strong understanding of how to build workflows that perform complex, autonomous tasks across disparate systems.Degree in Computer Science, Engineering, or a related technical field.Core CompetenciesCross-Functional Communication: Ability to translate complex technical architectures into clear business value for senior non-technical stakeholders.Execution Velocity: A history of delivering functional, high-quality code within tight contract timelines.Problem Solver: Obsessed with identifying friction in a business and engineering the most efficient path to remove it.Engagement DeliverablesA prioritized technical plan for workflow improvements across the firm’s key departments.Delivery of at least three fully functional, production-integrated automation agents.Comprehensive technical guides and hand-off materials to ensure system longevity post-engagement.