Solutions Architect jobs in United States, California, East Palo Alto

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Adds to team culture of diversity, equity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years of applied experience
• Hands-on practical experience delivering system design, application development, testing, and operational stability
• Hands-on experience with Spring Boot & Spring Webflux for developing scalable and efficient backend applications
• Proficiency in Kubernetes for container orchestration and management of microservices
• Proven expertise in Java programming with a strong grasp of object-oriented principles and design patterns.
• Experience with Apache Kafka for real-time data streaming and event-driven architectures
• Strong skills in SQL and relational databases, including design, querying, and optimization
• In-depth knowledge of the financial services industry and their IT systems
• Advanced knowledge of one or more software, applications, and architecture disciplines
• Ability to evaluate current and emerging technologies to recommend the best solutions for the future state architecture

• Familiarity with GraphQL for building efficient and flexible APIs
• Experience with Java Message Service (JMS) for messaging and integration in distributed systems
• Knowledge of Spring Batch for handling large volumes of data and batch processing tasks

As a Payments Sales Associate within our dynamic sales team, you will play a crucial role in supporting Sales Managers in fostering client relationships and promoting cash management sales. Your responsibilities will encompass preparing client research, conducting industry analysis, and managing project assignments. Additionally, you will review and analyze transactional data, providing a unique insight into the client's cash management strategy, account structure, cash flows, product usage, and regional/global treasury setup. Your role will also involve acting as the client's representative in cross-functional partner engagement, ensuring alignment with the broader firm-wide interests and the clients' objectives.

Job Responsibilities

• Support Payment Sales Managers with their client portfolios.
• Understand clients' treasury and cash management structures and objectives.
• Develop knowledge of JPMorgan Payments products, pricing, and billing processes.
• Assist with call preparation, customer research, and client pitch books.
• Prepare account plans, business strategy reviews, and relationship reviews.
• Coordinate with product partners to deliver best-in-class cash management solutions.
• Lead RFP/RFI response coordination with internal teams.
• Contribute to sales and revenue goals through product extensions and growth opportunities.
• Finalize sales through documentation coordination and handoff to implementation teams.
• Help clients navigate the JPMorgan ecosystem as part of the client relationship team.
• Analyze data to identify trends or risk issues and provide actionable recommendations.

Required Qualifications, Capabilities, and Skills

• Excellent verbal and written communication skills in English.
• Ambition, curiosity, and a high degree of diligence and accountability.
• Goal-oriented with innovation and critical thinking skills.
• Project management and meeting coordination skills with senior stakeholders.
• Strong time management, organizational, and planning abilities.
• Ability to build relationships and mobilize internal networks to deliver results.
• Proficiency in Excel, Word, and PowerPoint.

Preferred Qualifications, Capabilities, and Skills

• Relevant experience in Cash Management or Treasury-related roles.

as a Lead AI/ML Engineer (Tech Lead Manager) you will be responsible for ML feature development, ML model training, ML model deployment, Gen AI LLM approaches such as RAG and Agent. You will join the AI/ML Platform & Solutions Engineering team within our Consumer & Community Banking (CCB) division. In this role, you will assist our technical partners and data science teams by focusing on traditional AI/ML and Generative AI platform enablement to support line-of-business (LOB) machine learning use cases.

Job responsibilities

• Lead the design and development of our AI/ML platform, ensuring robustness, scalability, and high performance.
• Drive the adoption of best practices in software engineering, machine learning operations (MLOps), and data governance.
• Ensure compliance with data privacy and security regulations relevant to AI/ML solutions.
• Maintain consistent code check-ins every sprint to ensure continuous integration and development.
• Enable theGen AI platform and implement the Gen AI Use cases ,LLM finetuning and multi agent orchestration
• Communicate technical concepts and solutions effectively across all levels of the organization.

Required qualifications, capabilities, and skills

• Master's degree in a STEM field and 10+ years of experience in designing and managing large-scale AI & ML platforms and supporting systems.
• Extensive practical experience with AWS cloud services, including EKS, EMR, ECS, and DynamoDB.
• Experience in Databricks ML lifecycle development.
• Advanced knowledge in software engineering, AI/ML, machine learning operations (MLOps), and data governance.
• Demonstrated prior experience in leading complex projects, including system design, testing, and ensuring operational stability.
• Expertise in computer science, computer engineering, mathematics, or a related technical field.

Preferred qualifications, capabilities and skills

• Understanding of large language model (LLM) approaches, such as Retrieval-Augmented Generation (RAG) and agent-based models, is a plus.
• Real-time model serving experience with Seldon, Ray, or AWS SM is a plus.

Role Specifics:

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Responsibilities:

• Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
• Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority™ solutions
• Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
• Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
• Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
• Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. This role is located in a Merrill branch.

We’ll help you:

• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
• Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
• Deliver advice throughclient reviews/presentations withconfidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
• Learn about the full suite of financial solutions.
• Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

As a Merrill FSA, you can look forward to:

• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
• Marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
• Potential Opportunities for professional growth.
• Leadership opportunities, including leading client and conference seminars.

We’re a culture that:

• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively, confidently, and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities, and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• Bachelor's degree is a plus, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.
• Obtained insurance licenses is preferred. ​

Skills:

• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Relationship Building
• Advisory
• Business Development
• Fraud Management
• Pipeline Management
• Portfolio Management
• Client Experience Branding
• Issue Management
• Prospecting
• Referral Identification
• Sales Performance Management

Job Description: