Chief Wealth Platform Architect

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.

• 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.

• 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 .

• 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.