Chief Wealth Platform Architect
Core
Define and execute the end-to-end platform architecture for wealth management, integrating third-party solutions and bespoke capabilities to support advisors and clients.
Role type
Principal/Strategic Chief Wealth Platform Architect
Builds
Unified advisor desktop and client experience platform integrating financial planning, portfolio construction, and management tools.
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | infrastructure
Required skills
Wealth management platform architecture, multi-vendor ecosystem integration, advisor workflow design, scalable system design, vendor strategy, buy/build/integrate decision-making, stakeholder influence, data modeling strategy.
Preferred skills
Experience with CRM systems, advisor desktop ecosystems, M&A integration, platform simplification.
Technologies
CRM systems, advisor desktop platforms, third-party wealth management tools, data modeling frameworks.
Responsibilities
Define platform architecture roadmap, establish integration patterns across vendors, shape advisor desktop strategy, coach senior engineers, influence platform investment decisions, maintain vendor relationships.
Seniority
Principal, strategy & mentorship