Solutions Architect: AI-Driven Wealth Tech & Salesforce

Insight Global; Seattle (WA); On-site; USD 140,000 - 200,000; Full time

Job summary

Insight Global seeks a Solutions Architect to drive the design and delivery of technology solutions supporting wealth management processes, including CRM, portfolio management, reporting, and operations. You will translate business needs into scalable system designs and define integration patterns across enterprise systems.

You will design end-to-end architectures spanning Salesforce CRM, portfolio accounting, trading and operations platforms, partner with stakeholders, support project

Qualifications

• 3–5 years experience as a Solutions Architect in a Salesforce environment at wealth management or financial services institution.
• Experience designing enterprise level architecture within Salesforce, portfolio accounting, trading, and operational platforms.
• Strong collaboration with stakeholders and product owners to deliver mapped workflows.
• Expertise defining and implementing integration patterns using APIs, messaging, data pipelines and enterprise application integrations.
• Knowledge applying AI to business systems and workflows.
• Excellent communication and cross-functional work across business and product teams.

Responsibilities

• Translate business challenges into scalable system designs and technology solutions.
• Design end‑to‑end system architectures spanning Salesforce CRM, portfolio accounting, trading, and operational platforms.
• Support Project Management, prioritization and sequencing of solution delivery.
• Define integration patterns between enterprise systems including APIs, messaging, and data pipelines.
• Deliver technical and user focused documentation.
• Partner with business leaders to analyze workflows and identify opportunities for automation or agentic technology-driven improvements.
• Design solutions that streamline the client lifecycle including onboarding, portfolio management, reporting, and billing.
• Develop responsible, data privacy focused solutions by identifying practical opportunities to apply AI across business workflows, client service operations, and investment processes.
• Document system architecture and integration patterns for long‑term maintainability.

Skills

Solutions Architect experience

Stakeholder collaboration

Communication

Cross-functional teamwork

Salesforce experience

Architecture design

Tools

Salesforce

APIs

Data pipelines

Job description

Insight Global seeks a Solutions Architect to drive the design and delivery of technology solutions supporting wealth management processes, including CRM, portfolio management, reporting, and operations. You will translate business needs into scalable system designs and define integration patterns across enterprise systems.

You will design end-to-end architectures spanning Salesforce CRM, portfolio accounting, trading and operations platforms, partner with stakeholders, support project