Lead the architecture, design, development, and implementation of Pega-based enterprise applications supporting Wealth Management workflows and capabilities.
Demonstrate a strong understanding of Pega architecture, ensuring solutions are scalable, reusable, maintainable, and aligned with platform best practices.
Translate Wealth Management business and operational requirements into effective technical designs and Pega solution approaches.
Design and develop capabilities supporting areas such as:
Client onboarding and account opening
Client and account servicing
Advisor and relationship-manager workflows
Client profile and account maintenance
Investment-product and account-related workflows
Operational case management
Approval and exception-management processes
Compliance and control-driven workflows
Demonstrate a strong understanding of integration concepts and patterns, particularly in environments where customer, account, transaction, product, and servicing information crosses multiple systems.
Develop reusable application components while adhering to Pega guardrails and sound engineering principles.
Provide technical leadership to development teams through architecture guidance, design reviews, development support, troubleshooting, and resolution of complex technical issues.
Scale up effectively to deliver large, complex programs involving multiple business processes, systems, integrations, stakeholders, and technology teams.
Participate in Agile/Scrum ceremonies, including sprint planning, daily stand-ups, requirement analysis, design discussions, and release activities.
Wealth Management Domain Experience
The ideal candidate should have experience or strong functional understanding across several areas of the Wealth Management lifecycle, such as:
Client onboarding: Supporting onboarding journeys, client information capture, documentation, workflow, approvals, and exception handling.
Account opening & maintenance: Understanding workflows associated with establishing and maintaining client and investment accounts.
Advisor servicing: Supporting workflows that enable financial advisors, relationship managers, client service teams, and operations teams to manage client requests and cases effectively.
Investment products: Familiarity with Wealth Management products and services such as managed accounts, brokerage accounts, equities, fixed income, mutual funds, ETFs, and other investment products.
Client servicing & operations: Understanding case management and workflow requirements associated with client inquiries, account maintenance, service requests, operational processing, and escalations.
Risk & compliance: Awareness of Wealth Management controls such as KYC, AML, client due diligence, suitability, documentation, approvals, and compliance-driven workflow requirements.
Enterprise integrations: Understanding the importance of integrating Wealth Management workflows with client/account platforms, CRM, document-management, compliance, transaction, and other enterprise systems.
Mandatory skills*
6–8 years of experience as an Enterprise Business Architect within Financial Services, in the Wealth Management domain
Proven experience managing complex initiatives across multiple teams and business units.
Strong stakeholder management and communication skills, with the ability to engage and influence senior leadership.
Solid understanding of Agile SDLC concepts, including capabilities, features, and user stories.
Desired Skills
Experience delivering technology solutions within Wealth Management, Private Banking, Brokerage, Asset Management, or related financial-services environments.
Experience working on Wealth Management client onboarding, account servicing, advisor workflows, or related case-management platforms.
