Solution Architect (Wealth Management)

TL;DR

Solution Architect (Wealth Management): Leading technology transformation projects for wealth management firms with an accent on platform implementation, system integration, and data architecture. Focus on designing scalable solutions across the advisor-facing value chain, managing vendor partnerships, and driving complex delivery engagements for a blue-chip client base.

Location: Must be based in the United States (Remote or Hybrid options available depending on location).

Salary: $125,000 – $186,200 (based on geographic compensation zones).

Company

A leading global consultancy specializing in the financial services industry, providing strategy, management consulting, and technology expertise to asset and wealth managers worldwide.

What you will do

• Define and lead the delivery of wealth technology solutions, including platform implementation and system integration.
• Manage Wealth Tech vendor partnerships and framework development to position the firm as a preferred integration partner.
• Translate complex business requirements into robust solution designs for onboarding, trading, and performance reporting.
• Design scalable architectures that account for data volume, security, and compliance requirements.
• Present technical approaches and designs to C-suite and senior stakeholders with clarity and credibility.
• Mentor and coach team members while contributing to internal IP and proposition development.

Requirements

• 7+ years of experience in technology roles within or serving the wealth management industry.
• Deep familiarity with the financial advisor value chain and Wealth Tech vendor landscape (e.g., Orion, Envestnet, Addepar).
• Hands-on experience with system integration, API design, and data architecture (Snowflake, Azure Synapse).
• Proven ability to lead client-facing engagements and influence senior decision-makers.
• Must be authorized to work in the United States.

Culture & Benefits

• Competitive salary with a discretionary bonus scheme.
• Comprehensive benefits including medical, dental, and vision coverage.
• 401k matching program.
• 25 days of annual paid time off.
• 5 days of paid training time per year with sponsorship for professional certifications.
• Collaborative, meritocratic environment with opportunities for rapid career growth.