Hiring for MS Dynamics Architect || Malvern, PA

My name is Bob and I work as a Sr. US IT recruiter with Sysmind. We
have been serving fortune 500 clients in the Industry to bridge their
staffing gap since the past 25 years. I have a position where your
profile would be a perfect match. Please let me know when would be a
good time to get connected over a short call to discuss this
opportunity in detail. You can reach out to me at (609)297-0803 or
amitb@sysmind.com for a detailed conversation OR references for the
same would be highly appreciated.



Job Title: MS Dynamics Architect
Location: Malvern, PA
Duration: 6+ months with possible extension


Pay Rate: $70.00/hr. on C2C and $60.00/hr. on W2

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.

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