Strong systems-integration experience building connectors over REST APIs, webhooks, and OAuth, including workflow automation tools such as Power Automate, such as Claude, including prompt engineering, structured outputs, document extraction, and retrieval-augmented generation, with sound judgment about building in verification and human review where accuracy matters. Your mission is to connect the firm’s systems and automate the manual, document-heavy work that runs across them, building integrations between our CRM, Microsoft 365, e-signature, custodial and banking systems, reporting, and using AI to automate the workflows that ride on top of them.