Solutions Architect - Wealthtech

Responsibilities Serve as the primary senior technical and business authority during onboarding Translate strategic client goals into scalable Advisor360 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 Advisor360 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 Requirements 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 #J-18808-Ljbffr Jobtailor