Enterprise Architect (Charles River Development)

W1M Wealth & Investment Management; Washington; Hybrid; USD 170,000 - 200,000; Full time

Job summary

Wealth & Investment Management is seeking an Enterprise Architect (Charles River Development) to define enterprise architecture principles and lead platform selections across cloud and on‑premises. The role demands deep CRD/UMA experience and senior leadership in complex wealth management environments.

The candidate will drive multi‑year roadmaps, collaborate with executive teams, and oversee architecture for Front/M back office integrations while guiding adoption of best practices.

Qualifications

• Bachelor's degree in information systems or a related technical field or equivalent experience.
• 10+ years in solution/technical/business architecture roles with 7+ years leading teams.
• 5+ years architecture experience in wealth/asset management.
• Strong knowledge of CRD in UMA portfolio structures.
• Experience with architecture across application, data, integration, security and technology platforms.

Responsibilities

• Define and oversee adherence to enterprise architecture principles and standards.
• Lead selection of important platforms, products, and vendors for enterprise programs.
• Ensure architecture aligns with enterprise needs across cloud and on‑premises.
• Lead cross‑team evaluation of current technology and plan multi‑year roadmaps.
• Survey landscape and collaborate with leadership to implement suitable solutions.
• Serve as SME to Technology Business Services, Infrastructure and Operations, and vendors.
• Facilitate optimization of current state architecture during transformation to future state.

Skills

Enterprise Architecture

Solution Architecture

Data Integration

Security Architecture

Cloud & On-Prem

Mentoring/Leadership

CRD UMA Knowledge

Education

Bachelor's degree in information systems or related technical field

Tools

Sylvan

SS&C GWP

Azure data services

Job description

Client: Wealth & Investment Management

Position: Enterprise Architect (Charles River Development)

Compensation: Camas = $170K - $200K + Bonus

Location: First 90 days on site and then 1 day a week WFH

• Camas, WA
• Plano, TX
• Tampa, FL

Work Authorization: USC or GC ONLY

Education: Bachelor's degree in information systems or related technical field, or equivalent combination of education and experience

Experience:

• 10+ year's combination of solution / technical / business architecture roles with 7+ years leading, developing and mentoring
• 5+ years of architecture experience at a large wealth management or asset management firm
• Strong knowledge of CRD in a wealth management context dealing with UMA portfolio structures.[Unified Managed Account [UMA] portfolio structures. A UMA allows wealth managers to consolidate multiple different investment strategies into a single, cohesive account master.]
• Experience with application, data, integration, security, and technology platform architectures and implementation patterns
• Experience with Sylvan strongly preferred - This tool usually handles the downstream data and complex accounting processes.
• Experience with Azure data and integration services preferred
• Experience implementing multiple complex enterprise level changes simultaneously, including how to guide and measure adoption of best practices

Responsibilities:

• Define and oversee the adherence to enterprise architecture principles and standards across portions of applications, infrastructure, and information security
• Define the architecture and lead the selection of important platforms (both cloud and on-premises), products, and vendors to be utilized for programs across the enterprise
• Ensure the architecture of applications and systems (especially cloud-based data and integration architecture, with CRD as a foundation, for Front and Middle Office functions & with SS&C GWP & Sylvan as a foundation, for Back office functions) is consistent with enterprise needs, and ascertain how application solutions are used to meet those enterprise needs
• Lead technology and business teams to evaluate current technology solutions and plan, design, and coordinate multi-year roadmaps for all applications and support activities
• Survey the technology landscape to identify systems and solutions that align with firm strategy while collaborating with executive leadership to recommend, implement and maintain appropriate technology solutions
• Function as SME to Technology Business Services, Infrastructure and Operations, Information Security, 3rd party vendors, and implementation partners
• Facilitate optimization of current state architecture during the transformation to future state architecture