AI Architect

Overview:

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

Skills:

AI,ML,DATA,Salesforce