The Chief Wealth Platform Architect for Advice & Wealth Management shapes and evolves the end-to-end platformarchitecture that supports wealth managers in growing their book and deliveringexceptionalproducts andservices to clientsand 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 Platform 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 inwealth management platforms(financial planning, portfolio construction, portfolio management).

• Strong understanding ofadvisor workflows and client service models.

• Expertise inmulti-vendor ecosystem integrationand platform composition.

• Proven ability to designscalable, secure, and flexible platform architectures.

• Knowledge of industry platforms, CRM systems, and advisor desktop ecosystems.

• Experience balancingbuy vs build vs integrate decisionsin complex environments.

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

What Success Looks Like: 

• AWM operates on a cohesive wealth platform architecture, not fragmented tools. 

• Advisor and client experiences feel integrated and consistent across capabilities. 

• Platform solutions are secure, scalable, and adaptable to new capabilities and vendors. 

• Reduced redundancy and improved reuse across capabilities. 

• Clear architectural direction enables faster delivery and better business outcomes. 

Major priorities for the role will include: 

• Defining the target-state advisor platform architecture (advisor desktop + client experience). 

• Integrating financial planning, portfolio construction, and portfolio management capabilities. 

• Establishing integration patterns for vendors and third-party tools. 

• Developing a point of view on CRM and advisor desktop platforms. 

• Drivingplatform simplification and consolidationwhere appropriate.

• Designing architectures that supportgrowth, M&A, and evolving advisor needs.

• Partnering with Data Architecture to ensurevendors adhere to VG data standards & canonical data modeling strategy.

• Maintaining strong vendor relationships to be able to influence their direction / roadmap to meettheneedsof Advice & Wealth Management.