Contract Opportunity - MS Dynamics Architect at Malvern, PA

Contract Opportunity - MS Dynamics Architect at Malvern, PA

Hi,

This is

Van

from

SYSMIND

.

Below is the job description for your reference. Interested one can share there resume.

Job Title: MS Dynamics Architect

Location: Malvern, PA (Onsite)

Duration: 6+ months with possible extension

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, portfolio management systems, and client portals.

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

Stakeholder Collaboration

Partner with business leaders, product managers, and financial advisors to gather requirements and translate them into technical solutions.

Work closely with enterprise architects, data teams, and integration specialists to ensure 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 to enhance 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 portfolio management systems.

Agile/Scrum methodology experience.

Thanks and Regards,

Van

Sr. US IT Recruiter

Office: Extension: 2219

Mobile:

Email:

IMPORTANT: The contents of this email and any attachments are confidential. They are intended for the named recipient(s) only. If you have received this email by mistake, please notify the sender immediately and do not disclose the contents to anyone or make copies thereof.

SYSMIND is an Equal Employment Opportunity employer. All qualified applicants will be considered for employment without any discrimination. All applicants will be evaluated solely based on their ability, competence, and performance of the essential functions of their positions. We promote and support a diverse workforce at all levels in the company.

SYSMIND LLC is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without any discrimination. We promote and support a diverse workforce at all levels in the company.

All job offers are contingent upon completion of a satisfactory background check and reference checks. Additionally passing the drug test may also be required. All contractors intending to work on SYSMIND's W2 are "at will" employees.

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:

10114932

Position Id:

2025-117617