AI Data and Application Architect - Wealth Management

Job Description

Job Description

Title: AI Data and Application Architect - Wealth Management
Location: Remote
Duration: 3 months, temp-to-perm for the right candidate

Overview

The role is responsible for designing and delivering end-to-end technology solutions that support wealth advisory, client engagement, portfolio management, and operational efficiency. This role partners with business and technology stakeholders to translate strategic objectives into scalable, secure, and compliant architectures across the wealth management ecosystem.

Key Responsibilities

• Solution Architecture & Design
• • Define end-to-end solution architectures for wealth management platforms, including advisor tools, client portals, and operational systems.
  • Develop architecture blueprints, reference patterns, and roadmaps aligned with enterprise standards.
  • Ensure solutions are scalable, resilient, secure, and cloud enabled.
• Wealth Management Platform Integration
• • Architect integrations across CRM platforms (e.g., Salesforce FSC).
  • Knowledgeable of integration patterns and solution designs including synchronous/asynchronous Web API, Graph API, API Gateways/Management, Messaging, and Event based architectures and streaming technologies.
  • Portfolio management and trading systems.
  • Financial planning tools.
  • Client onboarding/KYC platforms.
  • Enable seamless data flow across front, middle, and back-office systems.
• Digital & Client Experience Enablement
• • Design solutions supporting omnichannel client engagement (web, mobile, Conversational AI, advisor-assisted).
  • Enable personalized client experiences through data-driven insights.
  • Support modernization of advisor desktop and digital workplace tools.
• Data & Analytics Architecture
• • Define architecture for client data platforms and 360&degree; views, investment analytics and reporting, data governance and lineage.
  • Collaborate with data teams on data lakes, warehouses, and real-time data streaming using Databricks, Snowflake, and Azure Data Fabric to build scalable and reusable solutions.
  • Define patterns for data quality, lineage, and governance, data partitioning, performance optimization, and cost efficiency.
• AI, Automation & Innovation
• • Integrate AI/ML capabilities: Advisor assist (Copilot, recommendations), Predictive analytics (client segmentation, next-best action), Document automation and workflow orchestration.
  • Identify and drive automation opportunities across wealth operations.
  • Collaborate with business and technical stakeholders to translate real-world research and workflow needs into AI-powered solutions that are measurable, reliable, and safe in production.
  • Knowledge of multi-agent workflows (planner/supervisor specialist agents) with explicit state management and routing, and interoperability via emerging agent protocols (MCP for tool integration, A2A for agent-to-agent delegation) designed for non-deterministic behavior and real operational constraints.
• Security, Risk & Compliance
• • Ensure adherence to financial services regulations (SEC, Client, GDPR).
  • Incorporate data privacy, cybersecurity, and identity/access controls in all solutions.
  • Partner with risk and compliance teams on governance.
  • Knowledge, background, understanding of fundamental security concepts including data encryption, AuthN/AuthZ, SSO, and managed identities.
• Delivery Oversight & Governance
• • Provide architecture oversight across programs and projects.
  • Participate in Architecture Review Boards (ARB), ARC, and design reviews.
  • Ensure adherence to enterprise architecture standards and best practices.
• Technology Ecosystem & Integration
• • Define integration approaches using APIs and microservices, Event-driven architecture, Middleware and integration platforms.
  • Align solutions with cloud strategy (Azure/AWS), DevSecOps, and platform engineering.

Required Qualifications

• Education & Experience
• • Bachelor's or Master's degree in Computer Science, Engineering, Finance, or related field.
  • 10 years of experience in solution or enterprise architecture.
  • Proven experience in wealth management or financial services domain.
• Technical Expertise
• • CRM platforms (Salesforce Financial Services Cloud preferred).
  • Cloud platforms (Azure preferred; AWS/GCP acceptable).
  • API/microservices architecture and integration patterns.
  • Data platforms (data lake-Databricks, warehouse, real-time streaming).
  • AI Technologies – Azure Foundry, Claude, Open AI.
  • Security and identity frameworks.
• Domain Expertise
• • Deep understanding of wealth advisory lifecycle, retirement lifecycle, investment products (equities, fixed income, mutual funds, annuities), client onboarding, servicing, and reporting workflows.

Preferred Qualifications

• Experience with AI/GenAI solutions (Copilot, NLP, recommendation engines).
• Familiarity with advisor workstation modernization and digital workplace tools.
• Knowledge of contact center platforms (e.g., Genesys).
• Industry certifications (TOGAF, Azure Architect, etc.).

Key Competencies

• Strategic and systems thinking.
• Strong stakeholder engagement and executive communication.
• Business–technology alignment.
• Innovation mindset with focus on AI and automation.
• Problem-solving and decision-making.