Wealth Management Solution Architect

About Coforge

We at Coforge are hiring for Wealth Management Solution Architect with the following skill set;

Responsibilities

• End-to-End Solution Architecture Design and Implementation: Design and implement wealth management and private banking solutions. Architect systems covering: Portfolio Management, Client Advisory & Financial Planning, Trade Lifecycle & Order Management, Client Reporting & Analytics.
• Banking & Wealth Domain Alignment: Work closely with business teams, product owners, and stakeholders to understand requirements. Ensure alignment with: Wealth & Retail Banking workflows, Investment advisory processes, Client onboarding (KYC/AML).
• Integration & System Landscape: Architect integrations between: Core Banking Systems, CRM platforms (Salesforce or equivalent), Custody & Trading platforms, Data warehouses and reporting tools. Define API strategies and ensure real-time and batch integrations.
• Data & Reporting Architecture: Design solutions for: Client reporting dashboards, Regulatory reporting, Revenue, billing, and utilization tracking (aligned with PMO needs). Ensure data accuracy and consistency across systems like SAP/IPMS, Planview, and reporting platforms.
• Cloud & Modernization Initiatives: Lead migration and modernization initiatives using: Azure / AWS Cloud platforms, Microservices architecture, API-first design. Drive digital transformation for improved client experience.
• Compliance & Governance: Ensure adherence to US Banking and Wealth regulations: SEC / FINRA / AML Compliance. Align with Coforge and internal governance, audit, and security standards.
• Stakeholder & Delivery Management: Coordinate with: Onsite (US) teams, client stakeholders, and offshore delivery teams. Provide technical leadership and guidance to development teams. Support PMO for effort estimation, planning, and delivery tracking.
• PreSales & Solutioning Support: Contribute to: RFP/RFI proposals for enhancements, Solution presentations and architecture reviews. Provide effort estimates and solution approach documentation.

Required Skills & Experience

• Domain Expertise: Strong experience in Wealth Management / Private Banking, Investment products (Equity, Fixed Income, Mutual Funds, Derivatives).
• Integration Landscape: Understanding of banking + wealth integration landscape.
• Technical Skills:
  • Architecture frameworks (TOGAF preferred)
  • API & Integration: REST, Microservices, Middleware
  • Cloud: AWS / Azure
  • Data platforms: SQL, Data Warehousing, ETL tools
  • Experience with tools/platforms.