Solutions Architect

We are seeking a highly capable Solutions Architect to lead the design and delivery of technology solutions that support the firm’s core business processes. This role defines business requirements and enables technical execution for client systems across CRM, portfolio management, reporting, and operations work. The ideal candidate understands the technology architecture, client service demands and operational workflows of a modern wealth management firm.

This person will: - 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 Business Process & System Design - 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 artificial intelligence (AI) across business workflows, client service operations, and investment processes. - Document system architecture and integration patterns for long-term maintainability.

• 3-5 years experience as a Solutions Architect in a Salesforce Environment at a wealth management or financial services institution.
• experience designing enterprise level architecture within salesforce, portfolio accounting, trading, and operational platforms.
• strong experience partnering with stakeholders and product owners to deliver mapped workflows
• expertise defining and implementing integration patterns using API’s, messaging frameworks, data pipelines and enterprise application integrations.
• knowledge and experience applying AI to business systems and workflows
• excellent communication skills and ability to work crosss-functionally among business and product teams