Wealth Workflow & Ontology Engineer

Truist; Town of Charlotte (NY); On-site; USD 108,000 - 149,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability insurance

401k plan

Vacation time (10 days)

Sick days (10 days)

Paid holidays

Pension/RSUs/Deferred compensation

Job summary

Truist is seeking a Software Engineer to design, build and operate governed low-code workflows for Wealth Brokerage and Trust. You will translate business concepts into governed data objects and automate via Python, with ontology modelling and integration to .NET/C#, SQL Server, and Azure services.

You will contribute to production readiness, governance, and reusable components, while ensuring security, access controls, and auditable processing across enterprise data sources.

Qualifications

• Bachelor’s degree in computer science, Software Engineering, or related field with 5 years of relevant experience or equivalent education and training.
• In-depth knowledge of information systems and ability to identify, apply, and implement IT best practices.

Responsibilities

• Design and develop governed low-code applications, workflow components, forms, work queues, business rules, notifications and operational dashboards for Brokerage and Trust.
• Model end-to-end workflows covering intake, validation, classification, routing, prioritization, assignment, service levels, approvals, exception handling, escalation, completion and closure.
• Design ontology objects, properties, relationships, actions and lifecycle states that accurately reflect Wealth business concepts and remain reusable across applications and analytics.
• Use Python to implement data transformation, validation, enrichment, rule execution, reconciliation, automation, test utilities and supporting services where code is the appropriate mechanism.
• Integrate workflow and ontology solutions with .NET/C# services, SQL Server, Azure PaaS, APIs, messaging, SFTP or managed file transfer, vendor platforms and enterprise data sources.
• Implement fine-grained access, entitlements, segregation of duties, data masking, approval authority and action permissions appropriate to sensitive Wealth data and regulated processes.
• Create auditable processing with clear state transitions, decision rationale, timestamps, ownership, source references, evidence and immutable history where required.
• Build reusable components, ontology patterns, workflow templates and engineering standards that reduce duplication without creating a single enormous low-code contraption nobody can safely change.
• Develop automated tests for Python code, workflow rules, permissions, data transformations, ontology actions and integration contracts. Support repeatable deployment and environment promotion.
• Instrument applications and workflows with logging, metrics, queue ageing, throughput, exception, service-level and control-breach monitoring. Create operational runbooks and support documentation.
• Partner with product, operations, data owners, risk partners and subject-matter experts to validate terminology, process states, business rules, authoritative sources and control evidence.
• Assess when low code is appropriate and when complexity, scale, performance or supportability requires professionally coded services in .NET/C#, Python or Azure.
• Troubleshoot production issues spanning user experience, workflow orchestration, ontology, Python, permissions, data quality, integrations and dependent platforms. Complete root-cause analysis and corrective action.
• Lead design and code reviews, mentor junior engineers and contribute to governance for low-code, workflow, Python and ontology delivery across Wealth Technology.

Skills

5 years experience

Strong analytical skills

Team collaboration

Education

Bachelor’s degree in CS or related

Tools

Power Platform

Python

.NET/C#

Azure

SQL Server

Job description

Truist is seeking a Software Engineer to design, build and operate governed low-code workflows for Wealth Brokerage and Trust. You will translate business concepts into governed data objects and automate via Python, with ontology modelling and integration to .NET/C#, SQL Server, and Azure services.

You will contribute to production readiness, governance, and reusable components, while ensuring security, access controls, and auditable processing across enterprise data sources.