The Chief Wealth Platform Architect for Advice & Wealth Management shapes and evolves the end-to-end platform architecture that supports wealth managers in growi ng 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 S trategy 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 .
- Expertise in multi-vendor ecosystem integration and platform composition.
- Proven ability to design scalable, secure, and flexible platform architectures .
- Knowledge of industry platforms, CRM systems, and advisor desktop ecosystems.
- Experience balancing buy vs build vs integrate decisions in 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 .
- Driving platform simplification and consolidation where appropriate.
- Designing architectures that support growth, M&A, and evolving advisor needs .
- Partnering with Data Architecture to ensure vendors adhere to VG data standards & canonical data modeling strategy .
- Maintaining strong vendor relationships to be able to influence their direction / roadmap to meet the needs of Advice & Wealth Management.
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
