ChiefWealthPlatformArchitect

The Chief Wealth Platform Architect for Advice & Wealth Management shapes and evolves the end-to-end platform architecture that supports wealth managers in growing their book and delivering exceptional products and services to clients and their households. The platform must seamlessly integrate the full suite of tools and services into a cohesive, scalable, and flexible ecosystem. Partnering closely with business, product, and engineering teams, the Chief Wealth Platform Architect provides architectural leadership to select and integrate third-party solutions as well as building bespoke capabilities into a unified platform experience. **Key Accountabilities** * Define and execute the wealth platform architecture roadmap for Advice & Wealth Management (**Portfolio of the Future** initiatives). * Lead overall **P latform Strategy** inclusive of the down-market vision and overlap of capabilities and solutions. * Establish integration patterns across **multiple third-party vendors and internal systems**. * Define architecture principles to ensure platform solutions are **secure, scalable, and adaptable to change**. * Shape the strategy for the **advisor desktop and client experience platform**. * Develop approaches for **composing capabilities across tools into a unified experience** (vs fragmented point solutions). * Maintain deep understanding of the **wealth management vendor landscape** and how capabilities fit together. * Identify reuse opportunities and tradeoffs. * Influence platform investment decisions and vendor strategy based on architectural direction. * Guide teams on designing solutions that balance flexibility, configurability, and standardization. * Coach and mentor architects and senior engineers on platform architecture practices. **Experience & Capabilities:** * Deep experience in **wealth management platforms** (financial planning, portfolio construction, portfolio management). * Strong understanding of **advisor workflows and client service models**