The ChiefDataDomain Architect for Advice & Wealth Management shapes and evolves the architecture underpinning advice delivery, client relationships, and wealth operations. This role ensures data platforms, data models, and data controls enable regulatory compliance, adviser productivity, superior client outcomes, and future AI-driven capabilities.

Partnering closely with business, product, and engineering teams, the Chief DomainArchitect provides architectural leadership across AWS-based platforms to deliver practical, business-focused outcomes.

Key Accountabilities 

• Define and execute the architecture roadmap for Advice & Wealth Management. 

• Lead householding and adviser teaming models to enable capabilities including unified household management. 

• Advance architecture to support AI and analytics use cases relevant to advice workflows. 

• Strengthen regulatory reporting, data lineage, and auditability. 

• Improve operational data quality across client, advisor, portfolio, and advice domains. 

• Govern AWS-native data platforms, including lakes and relational/NoSQL stores. 

• Establish integration patterns for internal systems and third-party data via APIs and microservices. 

• Set pragmatic data standards tailored to the advice and wealth domain. 

• Models, defines, transforms, integrates and provides data architecture solutions from varying sources and in useable form to analytical tools and users. 

• Coaches and mentors more junior architects, and establishes relationships with IT leaders, architects, and technical specialists for the purpose of advancing proposed architectural solutions. 

• Participates in special projects and performs other duties as assigned. 

Experience & Capabilities 

• Deep experience in advice, wealth management, or related financial services.

• Expertise in data modellingin the wealth management domain.

• Proven ability to design architecture supporting regulatory reporting and controls.

• Hands-on knowledge of AWS data services and cloud-native patterns.

• Experience enabling analytics and AI through governed, high-quality data.

• Ability to influence senior stakeholders and collaborate across business and technology.

What Success Looks Like 

• AWM platforms aligned to a clear, business-focused data architecture. 

• Trusted householding and teaming models consistently applied. 

• Improved data quality, regulatory confidence, and operational efficiency. 

• AWS-native foundations enabling innovation and growth. 

Major priorities for the role will include: 

• Operational DQ / getting our arms around incidents like Securities Reference Master (SRM) 

• Data modeling and leading our householding efforts 

• Having perspectives on technologies such as Supergraph 

• Integrating multiple third-party platforms 

• Designing data architectures to support highly critical reporting and analysis (e.g., regulatory) 

• Securities data integrations