Technical Architect

The Client Technical Architect / Lead will be responsible for end-to-end solution architecture, technical design, and delivery leadership for Client Financial Services Cloud (FSC) implementations across Wealth Management, Retail Banking, Insurance, and Capital Markets.

This role requires deep expertise in Client FSC data model, industry processes, integrations, security, and scalable enterprise architecture, with the ability to engage senior business and IT stakeholders.

• Own end-to-end Client FSC solution architecture, covering data model, security, integrations, and scalability
• Design FSC-based solutions for:
  • Client 360 & Household Management
  • Financial Accounts, Assets & Liabilities
  • Goals, Life Events, and Relationship Management
  • Wealth Advisory, Retail Banking, and Insurance use cases
• Define target-state architecture and transition from legacy CRM / Client Classic to FSC
• Ensure alignment with Client best practices, industry patterns, and enterprise standards

Act as Technical Lead / Design Authority across multiple Client work streams

• Review and approve:
  Apex, LWC, Flows, Integrations, and Data Models;
  Security models (Profiles, Permission Sets, Sharing Rules);
  Guide teams on performance optimization, governor limits, and large data volumes;
  Lead design and code reviews; enforce coding standards and CI/CD practices.
• Design and govern enterprise integrations using: REST / SOAP APIs;
  Platform Events, CDC;
  Middleware (Mule Soft preferred)
• Integrate Client FSC with:
  Core Banking systems; KYC/AML, onboarding, and regulatory systems
• Define data migration, reconciliation, and data quality strategies

• Ensure Client solutions meet BFSI regulatory requirements (data privacy, audit, access control)
• Implement robust role-based security, data segregation, and compliance controls
• Support audit, risk, and security reviews

• Engage with Business, Product Owners, Enterprise Architects, and Compliance teams
• Translate business requirements into scalable FSC solutions
• Provide architecture walkthroughs to client leadership and governance forums
• Support RFPs, solution estimations, and proposal architecture

• Work closely with Project Managers, Scrum Masters, and Product Owners
• Drive Agile delivery, backlog refinement, and release planning
• Mentor developers and admins; build long-term Client capability within the account

• Client Financial Services Cloud (FSC) – Expert level

• Apex, LWC, Flows
• Experience with Client DX, CI/CD, and Dev Ops practices

• Strong understanding of:
  Retail Banking & Client Onboarding; KYC / AML and regulatory processes;
  Experience working with Tier-1 banks or large financial institutions

• Mule Soft or equivalent middleware experience (preferred)
• Experience integrating Client with core banking, data platforms, and external systems
• Knowledge of event-driven and API-led architectures