Solutions Architect – Wealthtech

Responsibilities

• Serve as the primary senior technical and business authority during onboarding
• Translate strategic client goals into scalable Advisor
  360 platform solutions
• Lead discovery sessions and guide clients through data migration, platform configuration, and integrations
• Act as a trusted change management consultant
• Establish deep, trusted relationships with senior stakeholders
• Represent Advisor
  360 in presales client meetings
• Lead solution architecture for large-scale enterprise onboarding programs
• Validate solution scope with Sales, Onboarding, and Product teams
• Define and oversee onboarding technical roadmaps
• Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management
• Draft and review Statements of Work (SOWs), RFP responses, and change orders
• Act as the bridge between sales commitments and delivery execution
• Mentor and coach onboarding architects and implementation managers
• Provide actionable insights to influence product management

• 5-8 years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology
• Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks)
• Strong foundation in business/systems analysis
• Experience collaborating with developers and performing QA testing is highly valuable
• Expertise across financial services workflows (Account Opening, Trading, Compliance, Portfolio Performance, Reporting)
• In-depth knowledge of broker-dealer and RIA back-office operations
• Background in financial services, insurance, or wealth advisory technology
• Familiarity with financial services data aggregators and industry standards
• Exceptional client-facing communication skills with the ability to influence at the executive and C-suite level
• Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments