Solutions Architect

Masis Staffing Solutions; United States; On-site; USD 180,000 - 230,000; Full time

Job summary

Masis Staffing Solutions seeks a Solution Architect to design end-to-end wealth management architectures, partnering with business and technology stakeholders to translate strategy into scalable, secure, and compliant solutions.

You will define platform reference patterns, integrate advisor tools, client portals, and operational systems, while ensuring data governance, privacy, and risk controls across cloud environments.

Qualifications

• Bachelor's or Master’s degree in a relevant field.
• 10+ years of experience in solution or enterprise architecture.
• Proven experience in wealth management or financial services.

Responsibilities

• Define end-to-end solution architectures for wealth platforms and advisor tools.
• Develop architecture blueprints, reference patterns, and roadmaps.
• Ensure scalable, secure, and compliant solutions across cloud ecosystems.

Skills

Solution architecture

Enterprise architecture

Wealth management domain

API/microservices

Data platforms

Security and identity

Cloud platforms

Regulatory compliance

Stakeholder engagement

GenAI / AI copilots

Education

Bachelor's or Master’s in CS/Engineering/Finance

Tools

Salesforce Financial Services Cloud

Databricks

Snowflake

Azure/AWS cloud

Job description

The 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.

Key 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.

2. Wealth Management Platform Integration

• 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.
• Portfolio management and trading systems
• Financial planning tools
• Client onboarding/KYC platforms
• Enable seamless data flow across front, middle, and back-office systems.

3. Digital & Client Experience Enablement

• 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.
• Client data platforms and 360° views
• Investment analytics and reporting
• 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
  • Data partitioning, performance optimization, and cost efficiency
• Advisor assist (Copilot, recommendations)
• 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.
• 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.
• 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
• Knowledge, background, understanding of fundamental security concepts including data encryption, AuthN/AuthZ, SSO, and managed identities.

7. Delivery Oversight & 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.
• APIs and microservices
• Event-driven architecture
• Middleware and integration platforms
• Align solutions with cloud strategy (Azure/AWS), DevSecOps, and platform engineering.

Required Qualifications

Education & Experience

• 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

Technical Expertise

• CRM platforms (Salesforce Financial Services Cloud preferred)
• API/microservices architecture and integration patterns
• Data platforms (data lake-Databricks, warehouse, real-time streaming)
• Security and identity frameworks

Domain Expertise

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

Preferred Qualifications

• 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.)
• Strategic and systems thinking
• Strong stakeholder engagement and executive communication
• Business–technology alignment
• Innovation mindset with focus on AI and automation