AI Architect

Solution Architecture & Design

Define end-to-end architecture for wealth management platforms.
Develop architecture blueprints, reference models, and roadmaps.
Ensure solutions are scalable, secure, resilient, and cloud-enabled.

Platform Integration

Architect integrations across:
CRM platforms (e.g., Salesforce FSC)
Portfolio & trading systems
Financial planning tools
Client onboarding/KYC platforms
Design integration patterns:
APIs (REST, Graph API)
Event-driven & messaging architectures
Enable seamless data flow across front, middle, and back-office systems

Digital & Client Experience

Design omnichannel solutions (web, mobile, conversational AI)
Enable personalized client experiences using data insights
Support modernization of advisor tools and digital workplace platforms

Data & Analytics Architecture

Define architecture for:
Customer 360 data platforms
Investment analytics & reporting
Data governance & lineage
Work with platforms like:
Databricks, Snowflake, Azure Data Fabric
Establish standards for:
Data quality & governance
Performance optimization & cost efficiency

AI, Automation & Innovation

Implement AI/ML use cases:
Advisor assistance (Copilot, recommendations)
Predictive analytics (segmentation, next-best action)
Document automation & workflows
Design multi-agent AI workflows and automation solutions
Drive innovation with production-ready AI systems

Security, Risk & Compliance

Ensure compliance with SEC, FINRA, GDPR
Implement:
Data encryption
Authentication & Authorization (AuthN/AuthZ)
SSO & identity management
Partner with risk teams for governance and compliance

Delivery Governance

Provide architecture oversight across projects
Participate in Architecture Review Boards (ARB)
Ensure adherence to enterprise standards and best practices

Technology Ecosystem

Define integration using:
APIs & microservices
Event-driven architecture
Middleware platforms
Align with cloud (Azure/AWS) and DevSecOps strategies