- Define and oversee adherence to enterprise architecture principles and standards across applications, infrastructure, and information security
- Define architecture and lead selection of important cloud and on-premises platforms, products, and vendors for enterprise programs
- Ensure application and system architecture meets enterprise needs, especially cloud-based data and integration architecture with CRD for Front and Middle Office functions and SS&C GWP and Sylvan for Back Office functions
- Lead technology and business teams in evaluating current technology solutions and planning, designing, and coordinating multi-year application and support roadmaps
- Survey the technology landscape and collaborate with executive leadership to recommend, implement, and maintain technology solutions aligned with firm strategy
- Function as SME to Technology Business Services, Infrastructure and Operations, Information Security, third-party vendors, and implementation partners
- Facilitate optimization of current-state architecture during transformation to future-state architecture
Requirements
- Bachelor's degree in information systems or related technical field, or equivalent combination of education and experience
- 10+ years' combination of solution / technical / business architecture roles
- 7+ years leading, developing and mentoring
- 5+ years of architecture experience at a large wealth management or asset management firm
- Experience in CRD or another Order Management System (OMS) implementation/customization, such as Bloomberg AIM, BlackRock Aladdin, SS&C Advent (Moxy), or Enfusion by Clearwater, in a wealth management context dealing with UMA portfolio structures
- Experience with application, data, integration, security, and technology platform architectures and implementation patterns
- Experience with Sylvan strongly preferred
- Experience with Azure data and integration services preferred
- Experience implementing multiple complex enterprise-level changes simultaneously, including guiding and measuring adoption of best practices
- USC or GC ONLY work authorization
Core Competencies
Demonstrates extensive expertise in enterprise architecture principles, cloud and on-premises platform selection, and application integration, particularly within wealth management. Proven ability to lead technology transformations and mentor teams while ensuring alignment with organizational strategy.
Highest-signal resume keywords
- Enterprise Architecture Principles
- Cloud-Based Data Architecture
- CRD Implementation
- Wealth Management Experience
- Azure Data Services
ATS Optimization Keywords
Hard Skills
- Solution Architecture
- Technical Architecture
- Business Architecture
- Application Architecture
- Data Architecture
- Integration Architecture
- Security Architecture
- Implementation Patterns
- Order Management Systems
- Portfolio Structures
Soft Skills
- Leadership
- Mentoring
- Collaboration
- Communication
- Strategic Planning
Industry Keywords
- Wealth Management
- Asset Management
- Enterprise-Level Changes
- Technology Solutions
- Best Practices
Tools & Technologies
- CRD
- Bloomberg AIM
- BlackRock Aladdin
- SS&C Advent
- Enfusion by Clearwater
- Sylvan
- Azure