Chief Wealth Platform Architect

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role.

The Chief Wealth Platform Architect for Advice & Wealth Management shapes and evolves the end-to-end platform architecture that supports wealth managers in growing their book and delivering exceptional products and services to clients and their households. The platform must seamlessly integrate the full suite of tools and services into a cohesive, scalable, and flexible ecosystem. Partnering closely with business, product, and engineering teams, the Chief Wealth Platform Architect provides architectural leadership to select and integrate third-party solutions as well as building bespoke capabilities into a unified platform experience. 

Key Accountabilities  

• Define and execute the wealth platform architecture roadmap for Advice & Wealth Management ( Portfolio of the Future initiatives). 

• Lead overall  Platform Strategy inclusive of the down-market vision and overlap of capabilities and solutions. 

• Establish integration patterns across  multiple third-party vendors and internal systems . 

• Define architecture principles to ensure platform solutions are  secure, scalable, and adaptable to change . 

• Shape the strategy for the  advisor desktop and client experience platform . 

• Develop approaches for  composing capabilities across tools into a unified experience (vs fragmented point solutions). 

• Maintain deep understanding of the  wealth management vendor landscape and how capabilities fit together. 

• Identify reuse opportunities and tradeoffs. 

• Influence platform investment decisions and vendor strategy based on architectural direction. 

• Guide teams on designing solutions that balance flexibility, configurability, and standardization. 

• Coach and mentor architects and senior engineers on platform architecture practices. 

Experience & Capabilities:  

• Deep experience in  wealth management platforms (financial planning, portfolio construction, portfolio management). 

• Strong understanding of  advisor workflows and client service models . 

• Expertise in  multi-vendor ecosystem integration and platform composition. 

• Proven ability to design  scalable, secure, and flexible platform architectures . 

• Knowledge of industry platforms, CRM systems, and advisor desktop ecosystems. 

• Experience balancing  buy vs build vs integrate decisions in complex environments. 

• Ability to influence senior stakeholders and align across business and technology. 

What Success Looks Like:  

• AWM operates on a  cohesive wealth platform architecture , not fragmented tools. 

• Advisor and client experiences feel  integrated and consistent across capabilities . 

• Platform solutions are  secure, scalable, and adaptable to new capabilities and vendors . 

• Reduced redundancy and improved reuse across capabilities. 

• Clear architectural direction enables  faster delivery and better business outcomes . 

Major priorities for the role will include:  

• Defining the  target-state advisor platform architecture (advisor desktop + client experience). 

• Integrating  financial planning, portfolio construction, and portfolio management capabilities . 

• Establishing  integration patterns for vendors and third-party tools . 

• Developing a point of view on  CRM and advisor desktop platforms . 

• Driving  platform simplification and consolidation where appropriate. 

• Designing architectures that support  growth, M&A, and evolving advisor needs . 

• Partnering with Data Architecture to ensure  vendors adhere to VG data standards & canonical data modeling strategy . 

• Maintaining strong vendor relationships to be able to influence their direction / roadmap to meet the needs of Advice & Wealth Management. 

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.