Wealth Services Tech Leader & Platform Architect

Jobtailor; New Jersey; On-site; USD 230,000 - 320,000; Full time

Job summary

Jobtailor seeks a seasoned technology leader to define and execute the Wealth Services technology strategy. You will lead architecture and development of a scalable cloud-native platform supporting account opening, trading, settlement, custody, and reporting.

The role emphasizes API-first, event-driven design, platform modernization, regulatory compliance, and AI/analytics to improve risk and client experience.

Qualifications

• 15+ years of technology leadership in wealth management or financial services.
• Proven ability to build and lead global technology teams.
• Deep expertise in wealth management, custody, clearing, brokerage, or related platforms.
• Strong knowledge of regulatory, compliance, and risk management requirements.
• Experience leading large-scale platform modernization and cloud transformation programs.

Responsibilities

• Define and execute the Wealth Services technology strategy aligned with business and enterprise objectives.
• Lead the architecture and development of a scalable, cloud-native platform supporting account opening, trading, clearing, settlement, custody, and reporting.
• Drive API-first and event-driven architectures to enable seamless integration and real-time processing.
• Modernize core platform capabilities, including transaction processing, portfolio accounting, compliance, and digital client platforms.
• Ensure compliance with regulatory requirements, including SEC, FINRA, AML, KYC, and OFAC standards.
• Advance the use of AI, automation, and analytics to improve operational efficiency, risk oversight, and client experience.
• Lead integrations with third-party clearing and custody providers, including Apex.
• Partner with Product, Operations, Risk, and external vendors to deliver enterprise-wide solutions.
• Manage technology investments, vendor relationships, and cost optimization initiatives.

Skills

Technology leadership

Global team building

Cloud transformation

Regulatory & risk management

Stakeholder influence

15+ years experience

Education

Bachelor's degree in Computer Science

Bachelor's degree in Engineering

Advanced degree

Job description

Jobtailor seeks a seasoned technology leader to define and execute the Wealth Services technology strategy. You will lead architecture and development of a scalable cloud-native platform supporting account opening, trading, settlement, custody, and reporting.

The role emphasizes API-first, event-driven design, platform modernization, regulatory compliance, and AI/analytics to improve risk and client experience.