The Chief Wealth Platform Architect for Advice & Wealth Management shapes and evolves the end-to-end platformarchitecture that supports wealth managers in growing their book and deliveringexceptionalproducts andservices to clientsand 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 Futureinitiatives). Lead overall. Platform. Strategyinclusive of the down-market vision and overlapofcapabilities and solutions. Establish integration patterns acrossmultiple third-party vendors and internal systems. Define architecture principles to ensure platform solutions aresecure, scalable, and adaptable to change. Shape the strategy for theadvisor desktop and client experience platform. Develop approaches forcomposing capabilities across tools into a unified experience(vs fragmented point solutions). Maintain deep understanding of thewealth management vendor landscapeand 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 inwealth management platforms(financial planning, portfolio construction, portfolio management). Strong understanding ofadvisor workflows and client service models. Expertise inmulti-vendor ecosystem integrationand platform composition. Proven ability to designscalable, secure, and flexible platform architectures. Knowledge of industry platforms, CRM systems, and advisor desktop ecosystems. Experience balancingbuy vs build vs integrate decisionsin complex environments. Ability to influence senior stakeholders and align across business and technology. What Success Looks Like:AWM operates on acohesive wealth platform architecture, not fragmented tools. Advisor and client experiences feelintegrated and consistent across capabilities. Platform solutions aresecure, scalable, and adaptable to new capabilities and vendors. Reduced redundancy and improved reuse across capabilities. Clear architectural direction enablesfaster delivery and better business outcomes. Major priorities for the role will include:Defining thetarget-state advisor platform architecture(advisor desktop client experience). Integratingfinancial planning, portfolio construction, and portfolio management capabilities. Establishingintegration patterns for vendors and third-party tools. Developing a point of view on. CRM and advisor desktop platforms. Drivingplatform simplification and consolidationwhere appropriate. Designing architectures that supportgrowth, M&A, and evolving advisor needs. Partnering with Data Architecture to ensurevendors adhere to VG data standards & canonical data modeling strategy. Maintaining strong vendor relationships to be able to influence their direction / roadmap to meettheneedsof Advice & Wealth Management.