• Wealth Management Domain Expertise
• Enterprise Architecture Experience
• Executive Communication & Influence

• Strategic Planning: Define and evolve enterprise architecture strategies and roadmaps that align business priorities, regulatory requirements, and long-term technology vision.
• High-Level Design: Develop high-level architectural models and frameworks that support secure, scalable, and resilient solutions across complex financial ecosystems
• Detailed Solutions Architecture: Translate strategic objectives into actionable solution architectures that provide clear direction to delivery and engineering teams.
• Regulatory & Risk Alignment: Ensure architectural solutions comply with financial industry regulations, internal risk frameworks, and data privacy standards, supporting auditability and operational integrity.
• Cross-Functional Collaboration: Partner with Wealth business, Digital, Data, Risk, and Core Banking teams to align across customer experience, advisor tooling, and investment platforms.
• Implementation Leadership: Provide architectural oversight and governance throughout the solution delivery lifecycle, ensuring adherence to enterprise standards and successful on-time execution of high-impact initiatives.
• Trusted Advisor: Build strong relationships with management, providing expert advice and insights to support decision-making.
• Communication: Communicate complex architectural concepts clearly and persuasively to both technical and non-technical audiences, fostering alignment and informed decision-making.
• Vendor & Partner Engagement: Lead evaluation and integration of wealth platforms (e.g., CRM, portfolio mgmt., trading systems, reporting tools).

• Strategic Thinking: Ability to align technology architecture with business strategy, AUM growth, advisor efficiency, and customer experience.
• Business Acumen: Deep understanding of financial services, particularly the needs of high-net-worth customers, with the ability to translate those needs into effective architectural solutions.
• Enterprise Architecture Expertise: Proficiency in developing and applying enterprise architecture frameworks (e.g., TOGAF, Zachman) to guide technology planning, governance, and execution.
• Solution Design: Skilled in designing end-to-end solutions that are scalable, secure, and aligned with enterprise standards, while addressing both current and future-state business capabilities.
• Technology Integration: Experience integrating diverse systems, platforms, and data sources to create cohesive, interoperable solutions that support seamless customer experiences and operational efficiency.
• Risk and Compliance Awareness: Strong grasp of regulatory and risk considerations in financial services, with the ability to architect solutions that meet compliance, audit, and data governance requirements.
• Stakeholder Engagement: Proven ability to collaborate with senior business and technology leaders, facilitating alignment, managing expectations, and influencing strategic decisions.
• Communication and Visualization: Excellent communication skills, with the ability to convey complex architectural concepts to both technical and non-technical audiences through clear documentation, presentations, and visual models.
• Change Leadership: Ability to lead through ambiguity, drive consensus, and support organizational change as part of large-scale transformation initiatives.
• Critical Thinking Skills: A creative and analytical approach to diagnosing and resolving technical challenges.
• Continuous Learning: A passion for staying updated on financial services related technologies and their rapidly evolving tools, features, and best practices.

• Strong knowledge of financial services industry domains, particularly Wealth management platforms: CRM, financial planning, portfolio accounting, trading/execution, and customer reporting.
• Understanding of modern technology architectures, including cloud, microservices, APIs, data platforms, and integration patterns
• Awareness of cybersecurity principles, data privacy standards, and secure architecture practices
• Familiarity with business capability modeling, value stream mapping, and other business architecture techniques
• Knowledge of regulatory and compliance requirements relevant to financial institutions (e.g., FFIEC, SOX, GLBA, GDPR)
• Proficiency in using architectural modeling tools and documentation standards
• Knowledge of IT governance, portfolio management, and enterprise change management processes
• Understanding of data architecture concepts, including data governance, master data management, and analytics enablement
• Familiarity with emerging technologies and their potential impact on financial services
• Experience in vendor and third-party solution evaluation, selection, and integration strategies
• Awareness of agile, DevOps, and product-centric delivery models and how architecture supports them

• Education: Bachelor of Science in Computer Science, IT, Engineering, or related field
• 7+ years in cloud architecture, with 3+ years focused on Azure hybrid environments.
• Knowledge of Wealth management products and services including financial planning & advisory, investment and portfolio management, brokerage and trading services, retirement and wealth planning, trust and estate planning, private banking and lending.
• Experience in driving and delivering innovation within the realm of financial services.
• Working knowledge of architecture diagramming practices, architectural frameworks, and/or enterprise architecture tools
• Work experience in software engineering, software delivery and/or solution architecture including developing and integrating applications using relevant software architecture principles and patterns

• Architecture Roadmaps: Visual and narrative representations of the existing and target architecture landscapes, including capability maps, system interactions, and technology stacks, that align technology capabilities with business goals across technology domains
• High-Level Design Documents: Comprehensive documentation for major initiatives or programs, ensuring alignment with enterprise standards and business requirements
• Architecture Principles and Standards: Defined guidelines and best practices to ensure consistency, scalability, and compliance across technology solutions
• Technology Assessments and Recommendations: Evaluations of emerging technologies, platforms, or vendor solutions with documented recommendations for adoption or integration
• Gap Analyses and Impact Assessments: Identification of gaps between current and future states, along with assessments of business and technical impacts
• Stakeholder Presentations and Briefings: Engaging executive-level presentations that communicate progress and outcomes to business and technology leaders
• Reference Architectures and Patterns: Reusable templates and design patterns that accelerate solution delivery and promote architectural consistency.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.