Wealth Management Solution Architect
COFORGE Marketing
Job Title: Wealth Management Solution Architect Skills: Portfolio management, financial planning, investment advisory, and investment products, US‑specific regulations such as FINRA, SEC, Reg BI, AML/KYC, OFAC, Privacy Act, AWS or Azure, API gateway, serverless patterns, and cloud security. Experience: 12-15 Years Location: Wilmington, Delaware, United States Job Type: Full Time We at Coforge are hiring for Wealth Management Solution Architect with the following skill set; End-to-End Solution Architecture Design and implement wealth management and private banking solutions Architect systems covering: Portfolio Management Client Advisory & Financial Planning Trade Lifecycle & Order Management Client Reporting & Analytics. Banking & Wealth Domain Alignment Work closely with business teams, product owners, and stakeholders to understand requirements. Ensure alignment with: Wealth & Retail Banking workflows Investment advisory processes Client onboarding (KYC/AML). Integration & System Landscape Architect integrations between: Core Banking Systems CRM platforms (Salesforce or equivalent) Custody & Trading platforms Data warehouses and reporting tools Define API strategies and ensure real-time and batch integrations. Data & Reporting Architecture Design solutions for: Client reporting dashboards Regulatory reporting Revenue, billing, and utilization tracking (aligned with PMO needs) Ensure data accuracy and consistency across systems like SAP/IPMS, Planview, and reporting platforms. Cloud & Modernization Initiatives Lead migration and modernization initiatives using: Azure / AWS Cloud platforms Microservices architecture API-first design Drive digital transformation for improved client experience. Compliance & Governance Ensure adherence to US Banking and Wealth regulations: SEC / FINRA / AML Compliance Align with Coforge and internal governance, audit, and security standards. Stakeholder & Delivery Management Coordinate with: Onsite (US) teams, client stakeholders, and offshore delivery teams Provide technical leadership and guidance to development teams Support PMO for effort estimation, planning, and delivery tracking. PreSales & Solutioning Support Contribute to: RFP/RFI proposals for enhancements Solution presentations and architecture reviews Provide effort estimates and solution approach documentation. Required Skills & Experience Domain Expertise Strong experience in: Wealth Management / Private Banking Investment products (Equity, Fixed Income, Mutual Funds, Derivatives) Understanding of banking + wealth integration landscape Technical Skills Architecture frameworks (TOGAF preferred) API & Integration: REST, Microservices, Middleware Cloud: AWS / Azure Data platforms: SQL, Data Warehousing, ETL tools Experience with tools/platforms. #J-18808-Ljbffr COFORGE Marketing
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