Context Engineer (GenAI Prompt Analyst) || Remote role
Contract Corp To Corp
Contract W2
Contract Independent
12 Months
No Travel Required
Remote
Depends on Experience
Verito Solutions
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- Context Engineer (GenAI Prompt Analyst)
Summary
Context Engineer (GenAI Prompt Analyst)
Remote Role
Long Term Contract
Job Description
What is the opportunity?
We are embedding GenAI into everyday workflows for Financial Advisors and
operational teams—starting with simple, high-value prompt use cases and expanding
into agent-enabled experiences.
This role is a frontline builder.
As a Context Engineer (Prompt Analyst), you will focus on:
Creating high-quality saved prompts that advisors and teams use daily
Supporting agent workflows by designing and refining the prompts and context
that drive them
This is a new capability for the organization. You will play a critical role in proving
how GenAI can deliver real, measurable productivity gains—quickly and safely.
We are embedding GenAI into everyday workflows for Financial Advisors and
operational teams—starting with simple, high-value prompt use cases and expanding
into agent-enabled experiences.
This role is a frontline builder.
As a Context Engineer (Prompt Analyst), you will focus on:
Creating high-quality saved prompts that advisors and teams use daily
Supporting agent workflows by designing and refining the prompts and context
that drive them
This is a new capability for the organization. You will play a critical role in proving
how GenAI can deliver real, measurable productivity gains—quickly and safely.
What will you do?
1. Build and Maintain Saved Prompts (Primary Focus)
Design simple, reusable prompts for internal AI tools (e.g., copilot-style usage)
Support high-frequency workflows such as:
o Client summaries and insights
o Meeting preparation and follow-ups
o Book of business reviews
o Operational and service tasks
Ensure prompts are:
o Easy to use
o Consistent in output
o Grounded in the right business context
Continuously refine prompts based on user feedback and observed
performance
1. Build and Maintain Saved Prompts (Primary Focus)
Design simple, reusable prompts for internal AI tools (e.g., copilot-style usage)
Support high-frequency workflows such as:
o Client summaries and insights
o Meeting preparation and follow-ups
o Book of business reviews
o Operational and service tasks
Ensure prompts are:
o Easy to use
o Consistent in output
o Grounded in the right business context
Continuously refine prompts based on user feedback and observed
performance
2. Support Agent Prompt Development
Work with the Agent Lead and AI Engineering to:
o Build and test prompts used inside agent workflows
o Structure inputs and outputs for multi-step processes
Help improve how agents:
o Interpret instructions
o Use data and tools
o Generate reliable responses
Work with the Agent Lead and AI Engineering to:
o Build and test prompts used inside agent workflows
o Structure inputs and outputs for multi-step processes
Help improve how agents:
o Interpret instructions
o Use data and tools
o Generate reliable responses
3. Translate Business Needs into Effective Prompts
Partner closely with advisors and business teams to understand:
o What they are trying to accomplish
o Where GenAI can help (and where it should not be used)
Convert real-world workflows into:
o Clear prompt instructions
o Structured inputs and expected outputs
Apply wealth management context (clients, accounts, portfolios, compliance
considerations)
Partner closely with advisors and business teams to understand:
o What they are trying to accomplish
o Where GenAI can help (and where it should not be used)
Convert real-world workflows into:
o Clear prompt instructions
o Structured inputs and expected outputs
Apply wealth management context (clients, accounts, portfolios, compliance
considerations)
4. Test, Evaluate, and Improve Output Quality
Run structured testing on prompts to evaluate:
o Accuracy and completeness
o Consistency across runs
o Risk of hallucination or misinterpretation
Identify failure patterns and refine prompts accordingly
Support lightweight evaluation approaches (prompt comparisons, A/B testing)
Run structured testing on prompts to evaluate:
o Accuracy and completeness
o Consistency across runs
o Risk of hallucination or misinterpretation
Identify failure patterns and refine prompts accordingly
Support lightweight evaluation approaches (prompt comparisons, A/B testing)
5. Contribute to Prompt Standards and Best Practices
Help document and maintain:
o Prompt templates and reusable patterns
o Guidance on when to use simple prompts vs. more complex solutions
Ensure prompts align with:
o Data privacy expectations
o AI governance and risk standards
Help document and maintain:
o Prompt templates and reusable patterns
o Guidance on when to use simple prompts vs. more complex solutions
Ensure prompts align with:
o Data privacy expectations
o AI governance and risk standards
What do you need to succeed?
Must-have
Experience working with GenAI tools (e.g., ChatGPT, Claude, or similar) in a
hands-on, applied way
Demonstrated ability to:
o Write clear, structured prompts
o Iterate based on output quality
Strong problem-solving skills with ability to break down business tasks into steps
Comfort working with both:
o Business stakeholders (advisors, operations)
o Technical teams (AI engineering, data)
Basic technical fluency:
o Understanding of APIs, structured data (JSON), or similar concepts
Ability to work in a fast-paced, test-and-learn environment
Must-have
Experience working with GenAI tools (e.g., ChatGPT, Claude, or similar) in a
hands-on, applied way
Demonstrated ability to:
o Write clear, structured prompts
o Iterate based on output quality
Strong problem-solving skills with ability to break down business tasks into steps
Comfort working with both:
o Business stakeholders (advisors, operations)
o Technical teams (AI engineering, data)
Basic technical fluency:
o Understanding of APIs, structured data (JSON), or similar concepts
Ability to work in a fast-paced, test-and-learn environment
Nice to have
Exposure to:
o Prompt engineering techniques (few-shot, role prompting, structured
outputs)
o Agent frameworks or workflow automation tools
Exposure to:
o Prompt engineering techniques (few-shot, role prompting, structured
outputs)
o Agent frameworks or workflow automation tools
Background in financial services or wealth management
Experience with:
o Data analysis or business analysis
o User experience or workflow design
Experience with:
o Data analysis or business analysis
o User experience or workflow design
What’s in it for you?
Be part of building a new GenAI capability from the ground up
Work on solutions that are used daily by Financial Advisors
Gain hands-on experience with:
o Prompt engineering
o Agent workflows
o Real-world AI applications in a regulated industry
Operate in a high-visibility, fast-learning environment with direct business
impact
Be part of building a new GenAI capability from the ground up
Work on solutions that are used daily by Financial Advisors
Gain hands-on experience with:
o Prompt engineering
o Agent workflows
o Real-world AI applications in a regulated industry
Operate in a high-visibility, fast-learning environment with direct business
impact
(“Believe you can and you’re halfway there.”)
– Theodore Roosevelt
Sayantan Das | Senior Tech Recruiter
E:
P: +1 |
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 91170457
- Position Id: 20051-40870-
- Posted 7 hours ago
Company Info
About Verito Solutions
At Verito Solutions, our core mission is to be an essential partner in our clients’ success. With a strong vision to become a global leader in delivering innovative and value-driven technology solutions, we are committed to exceeding expectations at every step. Our team is fueled by passion, expertise, and an unwavering determination to provide cutting-edge solutions tailored to the evolving needs of businesses.
We understand the challenges organizations face in today’s fast-paced digital landscape. That’s why we focus on delivering technology solutions that not only enhance efficiency but also save our clients valuable time, money, and effort. Whether it’s optimizing workflows, strengthening cybersecurity, or driving digital transformation, Verito Solutions is dedicated to empowering businesses with seamless, scalable, and future-ready technology.
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