MS Dynamics Architect

Overview

On Site
$75 - $80
Contract - W2
Contract - 1 month(s)
No Travel Required

Skills

MS Dynamics Architect

Job Details

Job Description:

Pay Range: $75hr - $80hr

Responsibilities:

Architecture And XXgn:
  • Lead the end-to-end architecture of Microsoft Dynamics 365 (CRM and related modules) for wealth management use cases and advisor journeys.
  • XXgn scalable, secure, and high-performance solutions integrating Dynamics with financial planning tools, portfolio management systems, and client portals.
  • Define data models, workflows, and automation stXXgies to support advisor-client interactions.
Stakeholder Collaboration:
  • Partner with business leaders, product managers, and financial advisors to gather requirements and translate them into technical solutions.
  • Work closely with enterprise architects, data teams, and integration specialists to ensure seamless connectivity across platforms.
Implementation And Governance:
  • Oversee Dynamics 365 customization, configuration, and deployment.
  • Establish best practices for development, testing, and release management.
  • Ensure compliance with financial industry regulations and internal governance standards.
Innovation And Optimization:
  • Evaluate emerging Dynamics features and third-party solutions to enhance advisor productivity and client engagement.
  • Drive continuous improvement through performance tuning, user feedback, and analytics.
Qualifications:
  • Bachelor's or Master's degree in Computer Science, Information Systems, or related field.
  • 8+ years of experience in CRM architecture, with at least 5 years in Microsoft Dynamics 365.
  • Deep understanding of wealth management workflows, financial planning, and client lifecycle management.
  • Strong knowledge of Power Platform (PowerApps, Power Automate), Azure services, and data integration tools.
  • Experience with regulatory compliance in financial services (e.g., SEC, FINRA).
  • Excellent communication and stakeholder management skills.
Preferred Skills:
  • Certifications in Microsoft Dynamics 365 and Azure.
  • Experience with Salesforce or other CRM platforms in financial services.
  • Familiarity with financial planning tools (eMoney, MoneyGuidePro) and portfolio management systems.
  • Agile/Scrum methodology experience.
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