AI Architec requires: 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) • Cloud platforms (Azure preferred; AWS/GCP acceptable) • API/microservices architecture and integration patterns • Data platforms (data lake-Databricks, warehouse, real-time streaming) • AI Technologies Azure Foundry, Claude, Open AI • Security and identity frameworks Domain Expertise • Deep understanding of: o Wealth advisory lifecycle o Retirement lifecycle o Investment products (equities, fixed income, mutual funds, annuities) • Client on-boarding, servicing, and reporting workflows • 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.) Duties: 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.
Not specified in the original listing.
Not specified in the original listing.
Global Channel Management, Inc. specializes in managing and supporting channel partners and resources across various sectors. Focused on enhancing operational efficiencies and protective measures, the company aims to provide robust asset protection s... Read More