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Advise private markets clients on finance and operations transformations: assess current-state, design target operating models and technical architectures, lead system evaluations and implementations (ERP, expense, FP&A, HR/payroll, treasury), facilitate workshops and UAT, drive platform optimization, produce client-ready documentation, and manage stakeholder relationships across engagements.

Lead design and delivery of AI solutions (RAG and agentic architectures) for asset and wealth management clients. Architect retrieval pipelines, semantic models, GraphRAG, and cloud integrations. Manage project planning, governance, budgets, technical handover, and mentor development teams while promoting best practices and responsible AI.

As a Solution Architect, you will tailor solutions on the Appian platform, engage with clients, and lead technical implementation to drive digital transformation results.