Head of Applied AI

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Head of Applied AI

About Asseta

Asseta is an accounting centric platform purpose built for family offices. Asseta builds the accounting and finance platform for family offices and investment firms. We replace manual, spreadsheet-driven workflows with automated, AI-powered financial operations. Our clients are among the world’s most prestigious and affluent families, and we deliver world-class technology and services to them.

Our Vision

Our mission is to empower family offices to achieve financial excellence through an intuitive, enterprise-grade software and expertise. We aim to simplify complex wealth management, accounting, foster transparency, and ensure data security with robust AI-native capabilities. At Asseta, we are dedicated to continuous innovation and providing unwavering support for our clients’ wealth preservation and growth.

About the Role

Asseta is hiring a Head of Applied AI to lead how we build and ship AI across the product. You will own the roadmap for AI features, from idea to production. You will work closely with Engineering, Product, and Customer Success to turn financial workflows into AI-driven automation.

This is a hands-on leadership role. You will write code, review models, and set technical direction. You will also hire and lead a small team as it grows.

Reporting to: CEO

Team: Operations

Required: 5 + years of experience

Location: New York City

Core Responsibilities

Design and ship AI features that automate accounting, reporting, and reconciliation tasks for family offices.

Build production AI services in Python, using FastAPI and our microservice architecture.

Design retrieval pipelines on Postgres and OpenSearch to ground model output in client financial data.

Evaluate and select models, vendors, and infrastructure for production use.

Build evaluation frameworks that measure accuracy, cost, and latency before a feature ships.

Partner with Product to turn client pain points into AI-driven solutions.

Set technical standards for prompt design, fine-tuning, and retrieval-augmented generation across the platform.

Work with Engineering to deploy and scale AI workloads on AWS.

Collaborate with frontend engineers to ship AI experiences in our React and TypeScript application.

Present AI strategy and results to the executive team and, when needed, to clients.

What You Bring

5+ years building and shipping machine learning or applied AI systems in production.

Hands-on experience with large language models, including prompt engineering, fine-tuning, and RAG architectures.

Strong Python skills and experience building services with FastAP