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Solution Architect - Wealth Management Technology

1 month, 3 weeks ago
United States
Full-time
Senior
Solutions Architect
Software Development
Agile AWS Azure CRM GCP Salesforce Apex Snowflake
Apply Now
Alpha FMC

Alpha FMC

Alpha FMC is a prominent global consultancy that offers specialized consulting, benchmarking, and implementation services tailored to the asset management, wealth management, and insurance sectors within the financial services industry.

Professional Services
251-1K
Founded 2003
View All Jobs 14

Description

  • Define and lead delivery of wealth technology solutions across platform implementation, system integration, and data architecture.
  • Manage experienced developers and technical consultants supporting client engagements.
  • Manage Wealth Tech vendor partnerships, including go-to-market opportunities, pipeline development, and relationship management.
  • Translate business requirements into solution designs for onboarding, account management, portfolio management, trading, reporting, billing, and client engagement.
  • Support clients in improving operating models through technology architecture, resource management, and business process design.
  • Define technical implementation approaches, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows.
  • Present solution options and architectural designs to business and technology stakeholders at all levels.
  • Contribute to project definition, resourcing, timelines, and objectives within engagements.
  • Drive documentation and development according to specifications and standards.
  • Mentor and coach team members, while supporting internal IP development such as propositions and accelerators.

Requirements

  • 7+ years of experience in technology roles within or serving the wealth management industry.
  • Direct experience with fintech implementations and integrations.
  • Deep familiarity with the financial advisor value chain, including onboarding, account management, financial planning, portfolio management, trading, reporting, billing, and client communications.
  • Hands-on experience implementing or integrating Wealth Tech platforms such as Apex, Orion, Envestnet, Tamarac, Black Diamond, Riskalyze/Nitrogen, iCapital, Addepar, Salesforce Financial Services Cloud, Redtail, or similar systems.
  • Working knowledge of custodial infrastructure and integration patterns with Schwab, Fidelity, Pershing, and similar custodians.
  • Familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol.
  • Experience with the RIA, broker-dealer, and TAMP ecosystem, including their different technology requirements, regulatory constraints, and advisor workflows.
  • Experience leading complex system integration projects, including API design, data mapping, and middleware configuration.
  • Proficiency in data architecture and engineering concepts, including data modeling, ETL design, and cloud data platforms such as Snowflake or Azure Synapse.
  • Experience with cloud environments such as AWS, Azure, or GCP and modern data pipeline tools.
  • Ability to lead client-facing engagements, manage stakeholder expectations, and influence senior decision makers.
  • Strong executive communication skills and experience managing technology projects using Agile or similar methodologies.
  • Familiarity with insurance distribution and alternative investment platforms is a plus.

Benefits

  • Competitive salary with a discretionary bonus scheme based on company and personal performance.
  • Base salary range of $163,000–$186,200 in Zone A, $135,000–$170,000 in Zone B, and $125,000–$160,075 in Zone C, depending on location.
  • 25 days of annual paid time off.
  • 401k matching.
  • Sponsorship toward professional certifications and training, plus 5 days of paid training time.
  • Supplemented medical, dental, and vision coverage.
  • Choice of laptop.
  • North America team-wide training and employee appreciation retreats.

Interested in this position?

Apply directly on the company website

Apply Now

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