AI Architect

Real Soft•Winchester, CT

About The Position

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.

Requirements

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
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
Deep understanding of wealth advisory lifecycle
Deep understanding of retirement lifecycle
Deep understanding of investment products (equities, fixed income, mutual funds, annuities)
Deep understanding of client onboarding, servicing, and reporting workflows
Knowledgeable of integration patterns and solution designs including synchronous/asynchronous Web API, Graph API, API Gateways/Management, Messaging, and Event based architectures and streaming technologies.
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.
Knowledge, background, understanding of fundamental security concepts including data encryption, AuthN/AuthZ, SSO, and managed identities.

Nice To Haves

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.)

Responsibilities

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.
Architect integrations across CRM platforms (e.g., Salesforce FSC), portfolio management and trading systems, financial planning tools, and client onboarding/KYC platforms.
Enable seamless data flow across front, middle, and back-office systems.
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.
Define architecture for client data platforms and 360° views, investment analytics and reporting, and 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.
Define patterns for data quality, lineage, and governance, and data partitioning, performance optimization, and cost efficiency.
Integrate AI/ML capabilities such as advisor assist (Copilot, recommendations) and predictive analytics (client segmentation, next-best action).
Integrate AI/ML capabilities for 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.
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.
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.
Define integration approaches using APIs and microservices, event-driven architecture, and middleware and integration platforms.
Align solutions with cloud strategy (Azure/AWS), DevSecOps, and platform engineering.