We are seeking an experienced Senior Pega Lead / Lead Enterprise Business Architect to design and deliver scalable enterprise solutions supporting Wealth Management capabilities within a complex financial-services environment.
The ideal candidate will combine strong hands-on Pega expertise with a solid understanding of application architecture, Pega structure, enterprise integrations, and large-scale solution delivery. In addition, the candidate should understand key Wealth Management processes and be able to translate business requirements across client, advisor, operational, and technology teams into robust Pega-based solutions.
- 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.
