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Senior Wealth Architect & Cross-Domain Strategy Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-03
Listing for:
Monstro
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A fintech platform in New York is seeking an experienced Principal Wealth Strategist to lead comprehensive wealth management strategies. This role is critical for designing and implementing institution-grade financial logic, ensuring technical correctness, and managing cross-domain dependencies. Ideal candidates should have senior-level experience in wealth strategy, exceptional skills in tax, legal, and investment domains, and advanced designations such as CPA or JD.
This hybrid role offers competitive compensation and opportunities to impact financial decision-making.
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Position Requirements
10+ Years
work experience
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