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