AI Architect

Job Title Data & Application Architect (AI Solutions) Location Winchester, CT Overview The Data & Application Architect (AI Solutions) 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 closely 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 architecture for wealth management platforms Develop architecture blueprints, reference models, and roadmaps Ensure solutions are scalable, secure, resilient, and cloud-enabled Platform Integration Architect integrations across: CRM platforms (e.g., Salesforce FSC) Portfolio & trading systems Financial planning tools Client onboarding/KYC platforms Design integration patterns: APIs (REST, Graph API) Event-driven & messaging architectures Enable seamless data flow across front, middle, and back-office systems Digital & Client Experience Design omnichannel solutions (web, mobile, conversational AI) Enable personalized client experiences using data insights Support modernization of advisor tools and digital workplace platforms Data & Analytics Architecture Define architecture for: Customer 360 data platforms Investment analytics & reporting Data governance & lineage Work with platforms like: Databricks, Snowflake, Azure Data Fabric Establish standards for: Data quality & governance Performance optimization & cost efficiency AI, Automation & Innovation Implement AI/ML use cases: Advisor assistance (Copilot, recommendations) Predictive analytics (segmentation, next-best action) Document automation & workflows Design multi-agent AI workflows and automation solutions Drive innovation with production-ready AI systems Security, Risk & Compliance Ensure compliance with SEC, FINRA, GDPR Implement: Data encryption Authentication & Authorization (AuthN/AuthZ) SSO & identity management Partner with risk teams for governance and compliance Delivery Governance Provide architecture oversight across projects Participate in Architecture Review Boards (ARB) Ensure adherence to enterprise standards and best practices Technology Ecosystem Define integration using: APIs & microservices Event-driven architecture Middleware platforms Align with cloud (Azure/AWS) and DevSecOps strategies Required Qualifications Education & Experience Bachelor’s/Master’s in Computer Science, Engineering, Finance, or related field 10+ years in solution/enterprise architecture Experience in wealth management or financial services domain Technical Skills CRM: Salesforce Financial Services Cloud (preferred) Cloud: Azure (preferred), AWS/Google Cloud Platform Architecture: APIs, microservices, event-driven systems Data: Data lakes, warehouses, real-time streaming AI Tools: Azure AI, OpenAI, Claude Security: Identity & access management frameworks Domain Expertise Wealth advisory lifecycle Investment products (equities, fixed income, mutual funds, annuities) Client onboarding, servicing, and reporting workflows Preferred Qualifications Experience with GenAI (Copilot, NLP, recommendation engines) Knowledge of advisor workstation modernization tools Familiarity with contact center platforms (e.g., Genesys) Certifications: TOGAF, Azure Architect, etc. Key Competencies Strategic & systems thinking Strong stakeholder and executive communication Business-technology alignment Innovation mindset (AI & automation focus) Problem-solving and decision-making #J-18808-Ljbffr Tachyon Technologies