AI Architect
Summary
Senior AI Architect who defines end-to-end solution architectures for wealth management platforms, including advisor tools, client portals, and operational systems. Works with Azure cloud, Salesforce Financial Services Cloud, Databricks data platforms, and GenAI technologies like Azure Foundry, Claude, and OpenAI.
AI Architect requires:
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:
o Wealth advisory lifecycle
o Retirement lifecycle
o Investment products (equities, fixed income, mutual funds, annuities)
- Client on-boarding, servicing, and reporting workflows
- 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.)
Duties:
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.