Role: AI Architect 

Location: Winchester, CT

Long Term

Job Title: Data & Application Architect (AI Solutions)

Overview

The Data & Application Architect (AI Solutions) 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 closely with business and technology stakeholders to translate strategic objectives into scalable, secure, and compliant architectures across the wealth management ecosystem.

Key Responsibilities

1. 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

2. 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

3. 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

4. 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

5. 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

6. 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

7. Delivery Governance

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

8. Technology Ecosystem

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

Required Qualifications

Education & Experience

• Bachelor’s/Master’s in Computer Science, Engineering, Finance, or related field
• 10+ years in solution/enterprise architecture
• Experience in wealth management or financial services domain

Technical Skills

• CRM: Salesforce Financial Services Cloud (preferred)
• Cloud: Azure (preferred), AWS/GCP
• Architecture: APIs, microservices, event-driven systems
• Data: Data lakes, warehouses, real-time streaming
• AI Tools: Azure AI, OpenAI, Claude
• Security: Identity & access management frameworks

Domain Expertise

• Wealth advisory lifecycle
• Investment products (equities, fixed income, mutual funds, annuities)
• Client onboarding, servicing, and reporting workflows

Preferred Qualifications

• Experience with GenAI (Copilot, NLP, recommendation engines)
• Knowledge of advisor workstation modernization tools
• Familiarity with contact center platforms (e.g., Genesys)
• Certifications: TOGAF, Azure Architect, etc.

Key Competencies

• Strategic & systems thinking
• Strong stakeholder and executive communication
• Business–technology alignment
• Innovation mindset (AI & automation focus)
• Problem-solving and decision-making