Chief Architect, Investor Technology

Job Overview

This newly created role serves as a senior individual-contributor architecture leader within Investor Experience Technology. The Distinguished Architect partners directly with the EVP/CIO and executive leadership to define target-state architecture across investor-facing platforms while contributing to the broader enterprise architecture strategy.

Responsibilities

• Define and steward target-state architecture for mission-critical investor-facing platforms, including upstream and downstream dependencies.
• Partner with business, product, and technology leaders to align architectural strategy with enterprise priorities and funding decisions.
• Guide and influence domain-aligned solution and data architects to maintain architectural coherence and quality.
• Establish and evolve architectural standards, principles, reusable assets, and frameworks that drive scalability, security, performance, and quality.
• Lead modernization initiatives including cloud adoption, API-first transformation, and migration from monolithic to microservices architectures.
• Identify opportunities for enterprise reuse, efficiency, and improved business outcomes through architectural alignment.
• Monitor emerging technologies (e.g., AI/ML, data mesh) and apply them thoughtfully to transform investor and advisor experiences.

Requirements

• Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related field.
• 8 or more years of experience designing enterprise-class solution and data architectures, including microservices, event-driven systems, and user-experience platforms.
• Demonstrated experience leading major transformations from monolithic to cloud-native architectures (AWS preferred).
• Experience in API-first architecture, Domain Driven Design (DDD), and modern data architectures (e.g., data mesh).

Core Competencies

• Strategic systems thinking with the ability to translate business strategy into executable architecture.
• Influence-based leadership in matrixed, large-scale technology environments.
• Continuous learning mindset across modern engineering practices, DevOps, and enterprise agility.

Preferences

• Master’s degree in a related technical field.
• Financial services experience, particularly in wealth management or securities.
• AWS Solution Architect certification and/or Snowflake experience.