Chief Wealth Platform Architect

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 Futureinitiatives).

• Lead overallPlatformStrategyinclusive of the down-market vision and overlapofcapabilities and solutions.

• Establish integration patterns acrossmultiple third-party vendors and internal systems.

• Define architecture principles to ensure platform solutions aresecure, scalable, and adaptable to change.

• Shape the strategy for theadvisor desktop and client experience platform.

• Develop approaches forcomposing capabilities across tools into a unified experience(vs fragmented point solutions).

• Maintain deep understanding of thewealth management vendor landscapeand 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 acohesive wealth platform architecture, not fragmented tools.

• Advisor and client experiences feelintegrated and consistent across capabilities.

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

• Reduced redundancy and improved reuse across capabilities.

• Clear architectural direction enablesfaster delivery and better business outcomes.

Major priorities for the role will include:

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

• Integratingfinancial planning, portfolio construction, and portfolio management capabilities.

• Establishingintegration patterns for vendors and third-party tools.

• Developing a point of view onCRM 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.