Senior Software Engineer, AI/ML at Datalign Advisory

Job description

About Datalign Datalign Advisory is a Cambridge-based fintech building the comprehensive AI-native platform for how Americans find, evaluate, and work with financial advisors — and how advisors grow. Our platform spans five products: curated lead generation, GEOsAI geographic intelligence, RelationshipAI prospect insights, Halo consumer engagement, and a customizable agentic AI layer for advisory firms. Most companies in this space pick one lane — they’re a matching platform, or a CRM enrichment vendor, or a scheduling tool. We’re building the integrated infrastructure layer underneath all of it, powered by a proprietary knowledge graph of 200M+ Americans. We’ve served 100,000+ consumers, referred $80B+ in assets to 13,000+ advisors, won Financial Advisory Platform of the Year at the 2026 FinTech Breakthrough Awards, and recently opened our compliance-by-design agentic AI platform to advisory firms across the industry. We’re small, we move fast, and the problem space is genuinely hard. Please note: We are only accepting applications from candidates in the Greater Boston area, as this is a hybrid role with 4 days a week in office. The Role We're looking for Senior Software Engineers with deep AI/ML expertise to join a small, high-impact engineering team. This is a hands-on technical leadership role. You'll architect and build the AI systems that power our advisor-facing and consumer-facing products, working directly with the CTO and product leads to bring ambitious ideas from whiteboard to production. If you're energized by real-world AI problems, thrive in a startup-pace environment, and want to see your work directly shape outcomes for financial advisors and the clients they serve, then this is your role. What You'll Do • Set Direction: Lead the design, architecture, and implementation of AI/ML systems powering Datalign’s core products, including Halo (our agentic AI framework) and RelationshipAI • Collaborate: Work closely with product, design, and data teams to turn ambiguous business problems into measurable, shippable AI capabilities • Deliver: Build and scale LLM systems including retrieval-augmented generation (RAG), tool use/function calling, multi-agent orchestration, and real-time inference services • Keep It Secure: Implement reliability, safety, and security guardrails for AI products, including PII handling/redaction, access controls, prompt-injection defenses, auditability, and pragmatic human-in-the-loop workflows where needed • Innovation: Contribute to evolution of our engineering practice with the rapid adoption of AI tools in software development • Culture: Mentor other engineers and help build a culture of technical excellence, curiosity, and rapid execution What You Bring Required • 7+ years of software engineering experience, including experience building and operating production AI/ML or LLM-powered systems • Proven ability to lead technical projects end-to-end with high autonomy and low oversight • Bachelor’s degree in Computer Science or a related field. Masters preferred • Strong experience working in Python. Additional experience with TypeScript and/or Go is a plus • Hands-on experience shipping LLM applications in production (e.g., RAG, tool use/function calling, agentic workflows, fine-tuning/LoRA where appropriate) • Strong foundation in distributed systems and cloud infrastructure (AWS preferred), including building scalable inference/services and production observability (logs, metrics, traces) • Strong communication and product sense: you can explain tradeoffs (quality vs latency vs cost vs risk) and align technical work to business goals Preferred • Experience in fintech, wealth management, or other regulated environments; comfort partnering with compliance/legal on data and AI controls • Track record of shipping software in fast-moving, resource-constrained startup environments with high ownership • Experience with AI security/safety practices: prompt-injection resistance, data exfiltration prevention, policy enforcement, and audit logging • Familiarity with building systems that have high-signal feedback loops from user behavior Why Datalign • Direct impact — your work will be seen and felt by advisors and clients from day one • Seat at the table — small team means your voice and decisions really matter • Mission-driven — we're democratizing access to quality financial guidance • Competitive compensation with equity — we're building something that will be worth owning a piece of • Flexible hybrid environment in Kendall Square, one of the world's great innovation hubs • Backed and supported by the Link Ventures ecosystem

Requirements

Must-haves

If you're energized by real-world AI problems, thrive in a startup-pace environment, and want to see your work directly shape outcomes for financial advisors and the clients they serve, then this is your role.
What You'll Do • Set Direction: Lead the design, architecture, and implementation of AI/ML systems powering Datalign’s core products, including Halo (our agentic AI framework) and RelationshipAI
Collaborate: Work closely with product, design, and data teams to turn ambiguous business problems into measurable, shippable AI capabilities
Deliver: Build and scale LLM systems including retrieval-augmented generation (RAG), tool use/function calling, multi-agent orchestration, and real-time inference services
Innovation: Contribute to evolution of our engineering practice with the rapid adoption of AI tools in software development
Culture: Mentor other engineers and help build a culture of technical excellence, curiosity, and rapid execution
Required • 7+ years of software engineering experience, including experience building and operating production AI/ML or LLM-powered systems
Proven ability to lead technical projects end-to-end with high autonomy and low oversight
Hands-on experience shipping LLM applications in production (e.g., RAG, tool use/function calling, agentic workflows, fine-tuning/LoRA where appropriate)
Strong communication and product sense: you can explain tradeoffs (quality vs latency vs cost vs risk) and align technical work to business goals
Track record of shipping software in fast-moving, resource-constrained startup environments with high ownership
Experience with AI security/safety practices: prompt-injection resistance, data exfiltration prevention, policy enforcement, and audit logging
Familiarity with building systems that have high-signal feedback loops from user behavior
Why Datalign • Direct impact — your work will be seen and felt by advisors and clients from day one
Seat at the table — small team means your voice and decisions really matter
Mission-driven — we're democratizing access to quality financial guidance
Competitive compensation with equity — we're building something that will be worth owning a piece of
Flexible hybrid environment in Kendall Square, one of the world's great innovation hubs
Backed and supported by the Link Ventures ecosystem

Nice-to-haves

Bachelor’s degree in Computer Science or a related field. Masters preferred
Strong experience working in Python. Additional experience with TypeScript and/or Go is a plus
Strong foundation in distributed systems and cloud infrastructure (AWS preferred), including building scalable inference/services and production observability (logs, metrics, traces)
Preferred • Experience in fintech, wealth management, or other regulated environments; comfort partnering with compliance/legal on data and AI controls

Application prep

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Keywords to mirror

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