Wealth Management Data & Application Architect-Remote

Title - Wealth Management Data & Application Architect

Location-Remote

Duration Contract

Prefer Wealth Management or similar experience.

2-4 years AI experience is good.

Agentic AI is preferred

Databricks and data pipelines

Manage design and manage pipelines

Azure

WM-Data and Application Architect Job Description
Overview
The Wealth Management Solution Architect 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.
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Key Responsibilities
1. 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.
2. Wealth Management Platform Integration
Architect integrations across:
o CRM platforms (e.g., Salesforce FSC)
o Knowledgeable of integration patterns and solution designs including synchronoasynchronous Web API, Graph API, API Gateways/Management, Messaging, and Event based architectures and streaming technologies.
o Portfolio management and trading systems
o Financial planning tools
o Client onboarding/KYC platforms
Enable seamless data flow across front, middle, and back-office systems.
3. 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.

4. Data & Analytics Architecture
   Define architecture for:
   o Client data platforms and 360 views
   o Investment analytics and reporting
   o 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.
   o Define patterns for:
   Data quality, lineage, and governance
   Data partitioning, performance optimization, and cost efficiency
   5. AI, Automation & Innovation
   Integrate AI/ML capabilities:
   o Advisor assist (Copilot, recommendations)
   o Predictive analytics (client segmentation, next-best action)
   o 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.
   6. Security, Risk & Compliance
   Ensure adherence to financial services regulations (SEC, FINRA, 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.
   7. 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.
   8. Technology Ecosystem & Integration
   Define integration approaches using:
   o APIs and microservices
   o Event-driven architecture
   o Middleware and integration platforms
   Align solutions with cloud strategy (Azure/AWS), DevSecOps, and platform engineering.
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   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/Google Cloud Platform 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:
   o Wealth advisory lifecycle
   o Retirement lifecycle
   o Investment products (equities, fixed income, mutual funds, annuities)
   o Client onboarding, servicing, and reporting workflows
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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.)
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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

Regards,

Sai Srikar

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