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.

Key Responsibilities

Architecture & Solution Design

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

Technical Leadership

Act as Technical Lead / Design Authority across multiple Client workstreams

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

Integrations & Data Architecture

Design and govern enterprise integrations using:

REST / SOAP APIs

Platform Events, CDC

Middleware (MuleSoft preferred)

Integrate Client FSC with:

Core Banking systems

Wealth platforms (portfolio, trading, custody)

KYC/AML, onboarding, and regulatory systems

Define data migration, reconciliation, and data quality strategies

Security, Compliance & Governance

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

Stakeholder & Client Engagement

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

Delivery & Agile Leadership

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

Required Skills & Experience

Client Expertise

Client Financial Services Cloud (FSC) – Expert level

Strong hands-on experience with:

Apex, LWC, Flows

Sales Cloud & Service Cloud

Data Model customization & FSC extensions

Experience with Client DX, CI/CD, and DevOps practices

BFSI / Wealth Domain

Strong understanding of:

Wealth Management & Advisory

Retail Banking & Client Onboarding

Financial Accounts, Portfolios, Holdings

KYC / AML and regulatory processes

Experience working with Tier-1 banks or large financial institutions

Integration & Platform

MuleSoft or equivalent middleware experience (preferred)

Experience integrating Client with core banking, data platforms, and external systems

Knowledge of event-driven and API-led architectures