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← Choreo

Head of Investment Data & AI

Choreo
Location
Columbia, MD or Charlotte, NC
Posted
1 month ago
Department
Investment Management
What they actually want (must-haves)
  • 5–8+ years in investment operations, data/technology, and/or AI-adjacent roles within asset management, wealth management, or a registered investment advisor
  • Direct experience standing up or operating AI agents or LLM-based tools in a production, regulated environment
  • Working knowledge of agent orchestration frameworks and retrieval/knowledge-based architecture
  • Demonstrated experience building for or working alongside advisors
  • Fluency translating between investment-team workflows and technical buildability
  • Experience operating within compliance-constrained environments
What the job really is

The Head of Investment Data & AI at Choreo will oversee the end-to-end development of the Investment Strategy Group's AI platform, managing vendor selection and the build-vs-buy roadmap. This role involves coordinating with various teams to design and implement agentic workflows that enhance investment operations, ensuring compliance and quality control throughout the process. The position requires a strong focus on building advisor-centric solutions and tracking the performance of AI-driven outputs.

Benefits
  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
Things to weigh
  • No specific salary listed
  • The role sits at the intersection of investment process and technology, without ownership of enterprise IT or investment judgment calls
  • Requires strong relationship skills and a focus on advisor-centric solutions
Job score3.2/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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