Remote WealthTech AI Architect & Platform Integrations Lead

TALENT Software Services; Windsor (CT); On-site; USD 120,000 - 150,000; Full time

Job summary

TALENT Software Services is looking for a WM-Data and Application Architect to design and deliver technology solutions for wealth management. The successful candidate will work closely with stakeholders to create scalable and secure architectures.

Key responsibilities include defining solution architectures, integrating CRM platforms, and enabling omnichannel client engagement. A bachelor's or master’s degree in a related field and extensive experience in enterprise architecture are essential. This position is remote.

Qualifications

• 10 years of experience in solution or enterprise architecture.
• Proven experience in wealth management or financial services domain.
• Deep understanding of wealth advisory lifecycle and investment products.

Responsibilities

• Define end-to-end solution architectures for wealth management platforms.
• Architect integrations across CRM platforms.
• Design solutions supporting omnichannel client engagement.
• Define architecture for client data platforms.
• Integrate AI/ML capabilities into solutions.
• Ensure adherence to financial services regulations.

Skills

Solution Architecture

CRM Integration

Cloud Platforms

Data Analytics

AI/ML Integration

Compliance and Risk Management

Education

Bachelor's or Master’s degree in Computer Science, Engineering, Finance

Tools

Salesforce Financial Services Cloud

Azure

Databricks

Job description

TALENT Software Services is looking for a WM-Data and Application Architect to design and deliver technology solutions for wealth management. The successful candidate will work closely with stakeholders to create scalable and secure architectures.

Key responsibilities include defining solution architectures, integrating CRM platforms, and enabling omnichannel client engagement. A bachelor's or master’s degree in a related field and extensive experience in enterprise architecture are essential. This position is remote.