Talent Software Services
New York, New York
Job Description Job Description Title: AI Data and Application Architect - Wealth Management Location: Remote Duration: 3 months, temp-to-perm for the right candidate Overview The role 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 with business and technology stakeholders to translate strategic objectives into scalable, secure, and compliant architectures across the wealth management ecosystem. Key Responsibilities Solution Architecture & Design 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. Wealth Management Platform Integration Architect integrations across CRM platforms (e.g., Salesforce FSC). Knowledgeable of integration patterns and solution designs including synchronous/asynchronous Web API, Graph API, API Gateways/Management, Messaging, and Event based architectures and streaming technologies. Portfolio management and trading systems. Financial planning tools. Client onboarding/KYC platforms. Enable seamless data flow across front, middle, and back-office systems. Digital & Client Experience Enablement Design solutions supporting omnichannel client engagement (web, mobile, Conversational AI, advisor-assisted). Enable personalized client experiences through data-driven insights. Support modernization of advisor desktop and digital workplace tools. Data & Analytics Architecture Define architecture for client data platforms and 360 ree; views, investment analytics and reporting, data governance and lineage. Collaborate with data teams on data lakes, warehouses, and real-time data streaming using Databricks, Snowflake, and Azure Data Fabric to build scalable and reusable solutions. Define patterns for data quality, lineage, and governance, data partitioning, performance optimization, and cost efficiency. AI, Automation & Innovation Integrate AI/ML capabilities: Advisor assist (Copilot, recommendations), Predictive analytics (client segmentation, next-best action), Document automation and workflow orchestration. Identify and drive automation opportunities across wealth operations. Collaborate with business and technical stakeholders to translate real-world research and workflow needs into AI-powered solutions that are measurable, reliable, and safe in production. Knowledge of multi-agent workflows (planner/supervisor specialist agents) with explicit state management and routing, and interoperability via emerging agent protocols (MCP for tool integration, A2A for agent-to-agent delegation) designed for non-deterministic behavior and real operational constraints. Security, Risk & Compliance Ensure adherence to financial services regulations (SEC, Client, GDPR). Incorporate data privacy, cybersecurity, and identity/access controls in all solutions. Partner with risk and compliance teams on governance. Knowledge, background, understanding of fundamental security concepts including data encryption, AuthN/AuthZ, SSO, and managed identities. Delivery Oversight & Governance Provide architecture oversight across programs and projects. Participate in Architecture Review Boards (ARB), ARC, and design reviews. Ensure adherence to enterprise architecture standards and best practices. Technology Ecosystem & Integration Define integration approaches using APIs and microservices, Event-driven architecture, Middleware and integration platforms. Align solutions with cloud strategy (Azure/AWS), DevSecOps, and platform engineering. Required Qualifications Education & Experience 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 wealth advisory lifecycle, retirement lifecycle, investment products (equities, fixed income, mutual funds, annuities), client onboarding, servicing, and reporting workflows. Preferred Qualifications 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.). Key Competencies Strategic and systems thinking. Strong stakeholder engagement and executive communication. Business-technology alignment. Innovation mindset with focus on AI and automation. Problem-solving and decision-making.
Job Description Job Description Title: AI Data and Application Architect - Wealth Management Location: Remote Duration: 3 months, temp-to-perm for the right candidate Overview The role 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 with business and technology stakeholders to translate strategic objectives into scalable, secure, and compliant architectures across the wealth management ecosystem. Key Responsibilities Solution Architecture & Design 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. Wealth Management Platform Integration Architect integrations across CRM platforms (e.g., Salesforce FSC). Knowledgeable of integration patterns and solution designs including synchronous/asynchronous Web API, Graph API, API Gateways/Management, Messaging, and Event based architectures and streaming technologies. Portfolio management and trading systems. Financial planning tools. Client onboarding/KYC platforms. Enable seamless data flow across front, middle, and back-office systems. Digital & Client Experience Enablement Design solutions supporting omnichannel client engagement (web, mobile, Conversational AI, advisor-assisted). Enable personalized client experiences through data-driven insights. Support modernization of advisor desktop and digital workplace tools. Data & Analytics Architecture Define architecture for client data platforms and 360 ree; views, investment analytics and reporting, data governance and lineage. Collaborate with data teams on data lakes, warehouses, and real-time data streaming using Databricks, Snowflake, and Azure Data Fabric to build scalable and reusable solutions. Define patterns for data quality, lineage, and governance, data partitioning, performance optimization, and cost efficiency. AI, Automation & Innovation Integrate AI/ML capabilities: Advisor assist (Copilot, recommendations), Predictive analytics (client segmentation, next-best action), Document automation and workflow orchestration. Identify and drive automation opportunities across wealth operations. Collaborate with business and technical stakeholders to translate real-world research and workflow needs into AI-powered solutions that are measurable, reliable, and safe in production. Knowledge of multi-agent workflows (planner/supervisor specialist agents) with explicit state management and routing, and interoperability via emerging agent protocols (MCP for tool integration, A2A for agent-to-agent delegation) designed for non-deterministic behavior and real operational constraints. Security, Risk & Compliance Ensure adherence to financial services regulations (SEC, Client, GDPR). Incorporate data privacy, cybersecurity, and identity/access controls in all solutions. Partner with risk and compliance teams on governance. Knowledge, background, understanding of fundamental security concepts including data encryption, AuthN/AuthZ, SSO, and managed identities. Delivery Oversight & Governance Provide architecture oversight across programs and projects. Participate in Architecture Review Boards (ARB), ARC, and design reviews. Ensure adherence to enterprise architecture standards and best practices. Technology Ecosystem & Integration Define integration approaches using APIs and microservices, Event-driven architecture, Middleware and integration platforms. Align solutions with cloud strategy (Azure/AWS), DevSecOps, and platform engineering. Required Qualifications Education & Experience 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 wealth advisory lifecycle, retirement lifecycle, investment products (equities, fixed income, mutual funds, annuities), client onboarding, servicing, and reporting workflows. Preferred Qualifications 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.). Key Competencies Strategic and systems thinking. Strong stakeholder engagement and executive communication. Business-technology alignment. Innovation mindset with focus on AI and automation. Problem-solving and decision-making.
Talent Software Services
Job Description Are you an experienced Senior Full Stack Software Engineer with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Senior Full Stack Software Engineer to work remotely. JOB DESCRIPTION Position : Senior Full Stack Software Engineer Team: This team is working on External user-facing products/programs - Both New and redesign of legacy applications into modern AWS based React/ Node applications. Most dev teams work in a poly skilled manner working on automation and improving frameworks for testing in addition to core development. The hiring manager is looking for highly motivated senior engineers with solid communication skills that can operate with minimal guidance. Someone that can hit the ground running and is comfortable engaging with their teams remotely. Profile : Must have strong JavaScriptES6 and AWS serverless development Working within the Information Technology division and across the Operations and key business units, the Senior Full Stack Engineer will analyze procedures, and design and implement solutions to attain high data quality and process automation. The Senior Full Stack Engineer will design, develop and implement solutions, based on a set of standards and processes which establish consistency across the enterprise data, reduce risk, and promote efficiencies in support of the organization's goals and objectives. The ideal candidate will have designed, developed and implemented serverless software solutions in support of data quality and automation. The candidate will also possess technical skills and experience in the data management domain that will help their ability to design and develop elegant and efficient data processes and systems. Required Skills: Minimum 7 years of professional software development experience Strong hands-on experience building full-stack applications with Node.js and React.js in a cloud environment Deep working knowledge of AWS serverless architecture (Lambda, S3, DynamoDB, SNS/SQS, Kinesis, RDS) Experience with both relational and NoSQL databases Design and development experience building and monitoring microservices Hands-on CI/CD experience (Jenkins or AWS CodePipeline) Strong fundamentals in OO design and computer science principles Working knowledge of distributed architectural design patterns Knowledge of systems analysis/design (OOAD, UML) and database design Solid grasp of SDLC and modern software engineering practices Preferred Skills: Experience with event-driven architecture and stream processing patterns Exposure to agentic AI / LLM-based tooling (e.g., Claude, Copilot, LangChain, or similar) for development acceleration or automation Experience with infrastructure as code (AWS CloudFormation, CDK, or similar) Fluency with KMS, ALB/ELB, Route 53, VPC Experience with GitHub-based CI/CD workflows Background in high-frequency data monitoring or tooling Agile/Scrum team experience with a collaborative, team-first mindset Additional language exposure (Java, Python) is a bonus, not a substitute for React/Node depth Relevant AWS or professional certifications
Job Description Are you an experienced Senior Full Stack Software Engineer with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Senior Full Stack Software Engineer to work remotely. JOB DESCRIPTION Position : Senior Full Stack Software Engineer Team: This team is working on External user-facing products/programs - Both New and redesign of legacy applications into modern AWS based React/ Node applications. Most dev teams work in a poly skilled manner working on automation and improving frameworks for testing in addition to core development. The hiring manager is looking for highly motivated senior engineers with solid communication skills that can operate with minimal guidance. Someone that can hit the ground running and is comfortable engaging with their teams remotely. Profile : Must have strong JavaScriptES6 and AWS serverless development Working within the Information Technology division and across the Operations and key business units, the Senior Full Stack Engineer will analyze procedures, and design and implement solutions to attain high data quality and process automation. The Senior Full Stack Engineer will design, develop and implement solutions, based on a set of standards and processes which establish consistency across the enterprise data, reduce risk, and promote efficiencies in support of the organization's goals and objectives. The ideal candidate will have designed, developed and implemented serverless software solutions in support of data quality and automation. The candidate will also possess technical skills and experience in the data management domain that will help their ability to design and develop elegant and efficient data processes and systems. Required Skills: Minimum 7 years of professional software development experience Strong hands-on experience building full-stack applications with Node.js and React.js in a cloud environment Deep working knowledge of AWS serverless architecture (Lambda, S3, DynamoDB, SNS/SQS, Kinesis, RDS) Experience with both relational and NoSQL databases Design and development experience building and monitoring microservices Hands-on CI/CD experience (Jenkins or AWS CodePipeline) Strong fundamentals in OO design and computer science principles Working knowledge of distributed architectural design patterns Knowledge of systems analysis/design (OOAD, UML) and database design Solid grasp of SDLC and modern software engineering practices Preferred Skills: Experience with event-driven architecture and stream processing patterns Exposure to agentic AI / LLM-based tooling (e.g., Claude, Copilot, LangChain, or similar) for development acceleration or automation Experience with infrastructure as code (AWS CloudFormation, CDK, or similar) Fluency with KMS, ALB/ELB, Route 53, VPC Experience with GitHub-based CI/CD workflows Background in high-frequency data monitoring or tooling Agile/Scrum team experience with a collaborative, team-first mindset Additional language exposure (Java, Python) is a bonus, not a substitute for React/Node depth Relevant AWS or professional certifications