MS Dynamics Architect - Malvern, PA (Hybrid Onsite) - CG

MS Dynamics Architect - Malvern, PA (Hybrid Onsite) - CG

Role: MS Dynamics Architect

Locations: Malvern, PA (Hybrid Onsite)

Duration: 12+ Months Contract

Note: Candidate needs to be in the office 3 Days every week. Local or candidates from Nearby states only.

Job Description:

We are seeking a seasoned Microsoft Dynamics Architect to lead the design, development, and optimization of Dynamics 365 solutions tailored for our Advice and Wealth Management business.

This role will be instrumental in aligning technology with business strategy, enhancing advisor and client experiences, and driving digital transformation across our wealth platforms.

Key Responsibilities:

Architecture & Design

Lead the end-to-end architecture of Microsoft Dynamics 365 (CRM and related modules) for wealth management use cases and advisor journeys.

Design scalable, secure, and high-performance solutions integrating Dynamics with financial planning tools, portfolimanagement systems, and client portals.

Define data models, workflows, and automation strategies tsupport advisor-client interactions.

Stakeholder Collaboration

Partner with business leaders, product managers, and financial advisors tgather requirements and translate them inttechnical solutions.

Work closely with enterprise architects, data teams, and integration specialists tensure seamless connectivity across platforms.

Implementation & Governance

Oversee Dynamics 365 customization, configuration, and deployment.

Establish best practices for development, testing, and release management.

Ensure compliance with financial industry regulations and internal governance standards.

Innovation & Optimization

Evaluate emerging Dynamics features and third-party solutions tenhance advisor productivity and client engagement.

Drive continuous improvement through performance tuning, user feedback, and analytics.

Qualifications:

Bachelor s or Master s degree in Computer Science, Information Systems, or related field.

8+ years of experience in CRM architecture, with at least 5 years in Microsoft Dynamics 365.

Deep understanding of wealth management workflows, financial planning, and client lifecycle management.

Strong knowledge of Power Platform (PowerApps, Power Automate), Azure services, and data integration tools.

Experience with regulatory compliance in financial services (e.g., SEC, FINRA).

Excellent communication and stakeholder management skills.

Preferred Skills:

Certifications in Microsoft Dynamics 365 and Azure.

Experience with Salesforce or other CRM platforms in financial services.

Familiarity with financial planning tools (eMoney, MoneyGuidePro) and portfolimanagement systems.

Agile/Scrum methodology experience.

Employers have access to artificial intelligence language tools (AI) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

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Dice Id:

10120856

Position Id:

8720621