Wealth Management Architect

Intellibus; Reston (VA); On-site; USD 120,000 - 160,000; Full time

Job summary

A financial technology firm in Virginia is searching for a Wealth Management Architect to lead the design and implementation of scalable wealth management solutions. This role requires strong leadership, extensive experience in Java and Python, as well as expertise in cloud platforms and microservices. The ideal candidate will drive innovative technologies and collaborate with teams to optimize financial processes. The position offers opportunities to work on cutting-edge technology and scale a comprehensive technical practice.

Qualifications

• 8+ years of progressive leadership in technology roles within wealth management or fintech.
• Advanced experience with CI/CD pipelines and cloud platforms.
• Strong knowledge of Java and Python programming languages.

Responsibilities

• Design and implement scalable wealth management platforms.
• Architect solutions for portfolio analytics and trading systems.
• Integrate FinTech APIs and ensure low-latency data processing.

Skills

Java

Python

Cloud-native technologies (AWS/Azure/GCP)

CI/CD practices

Microservices

Event-driven architectures

AI/ML models

Blockchain

Data analytics

Education

Bachelor’s or Master’s degree in Computer Science, Engineering, or related field

Tools

Terraform

Ansible

Kafka

Snowflake

Job description

Our Wealth Management Technology Team is dedicated to addressing the unique challenges faced by some of the world’s most prestigious financial institutions. We specialize in delivering innovative solutions for portfolio optimization, seamless platform integration, and scaling capabilities that empower advisors and clients alike. Our recent advancements have redefined client engagement and operational efficiency, driving transformative outcomes in the wealth management sector.

We are looking for a Wealth Management Architect with a strong background in Wealth Management to build and scale a comprehensive technical practice. You will lead the design and implementation of our core review processes, automation roadmap, and checklist management that ensure consistent, high-quality platform assessments and delivery across projects. The Practice Leader will oversee capacity planning, resource allocation, and engagement processes to streamline technical reviews and create value across the organization.

We are looking for a leader who can:

• Design and implement high-performance, scalable wealth management platforms using Java, Python, and cloud-native technologies (AWS/Azure/GCP).
• Architect microservices-based solutions for portfolio analytics, client onboarding, and trading systems.
• Integrate FinTech APIs (e.g., Bloomberg, Reuters, Plaid) and third-party custodial/payment systems.
• Ensure low-latency data processing for real-time risk assessment and rebalancing algorithms.
• Lead code reviews, system optimizations, and adoption of best practices (TDD, CI/CD, DevOps).
• Mentor engineering teams in Java/Python frameworks (Spring Boot, Django, Pandas) and event-driven architectures (Kafka, RabbitMQ).
• Collaborate with quant analysts and data scientists to deploy AI/ML models for personalized financial advice.
• Evaluate and integrate emerging technologies (blockchain for asset tokenization, NLP for client chatbots, robo-advisory tools).
• Optimize data pipelines for client reporting, performance analytics, and regulatory disclosures.
• Enhance security frameworks (OAuth, encryption, Zero Trust) to protect sensitive financial data.

Qualifications and Experience:

• Educational Background: Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field (Master’s preferred).
• Leadership Experience: 8+ years of progressive leadership in technology roles within the wealth management, fintech, or financial services industry.
• Technical Expertise:
  • Advanced experience with CI/CD pipelines, cloud platforms (AWS, Azure, GCP), and automation tools (e.g., Terraform, Ansible).
  • Strong knowledge of programming languages such as Java and Python.
  • Expertise in REST-based microservices, Kafka for real-time data streaming, and Snowflake & relational databases.
• Certifications: Relevant certifications (e.g., AWS Certified DevOps Engineer, CISSP) are highly valued.
• Innovation Skills: Proven ability to explore and implement new technologies such as AI, machine learning, blockchain, and data analytics.
• Startup Experience: Previous experience in high-growth or startup environments with adaptability to scaling demands.

Our Process

• Schedule a 15 min Video Call with someone from our Team
• 4 Proctored GQ Tests (60 - 90 Minutes) & Slideware
• 30-45 min Final Video Interview
• Receive Job Offer

If you are interested in reaching out to us, please apply and our team will contact you within the hour.