Solution Architect Wealth Management Platforms

Toronto - Canada

Monthly Salary: Not Disclosed

Experience Required: 5years

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Description: Experience Required: 68 years

Skills: Planview Project & Portfolio Management Financial Planning & Analysis (F&A) SCM Sales Order Management

Job Description

We are seeking a highly skilled Technical Architect with deep expertise in Wealth Management and Investment Platforms within the banking domain. This role is responsible for defining modern scalable secure and compliant architectures across key wealth and investment capabilities including portfolio management advisory workflows trading digital channels data and analytics and regulatory reporting.

The ideal candidate will architect target-state and transitional solutions design API-first and event-driven integrations and ensure critical non-functional requirements (NFRs) are met across enterprise wealth platforms.

Key Responsibilities

Architecture Design for Wealth & Investment Platforms

Define enterprise-grade architectures for Wealth Management business functions including:

Portfolio Management Systems (PMS)
Financial Planning Tools
Advisory Platforms & Proposal Engines
Order Management Systems (OMS)
Portfolio Accounting & Performance Systems Investor and Advisor Portals

Develop target and transitional architectures aligned with business strategy and modernization roadmaps.

Integration & Platform Modernization

Design API-first event-driven architectures supporting high-volume low-latency integrations.

Architect end-to-end data and workflow integrations across:

Market data providers
Trading platforms
Custodians
Downstream reporting systems

Non-Functional Requirements (NFRs)

Ensure architectural designs adhere to required NFRs for enterprise wealth platforms including:

Latency
Resilience & fault tolerance
Auditability
Scalability and high availability
Data integrity & compliance

Essential Skills

Proven experience as a Technical Architect within Wealth Management and Investment Banking platforms.

Strong background in designing secure scalable compliant architectures across portfolio management advisory trading digital channels analytics and reporting.

Expertise in designing API-first microservices and event-driven architectures.

Deep experience with integrations across trading systems custodians and reporting solutions.

Strong understanding of enterprise NFRs and their application to wealth technology stacks.

Desirable Skills

Exposure to or experience with:

Planview Project & Portfolio Management
Financial Planning & Analysis (F&A)
SCM Sales Order Management

Job Description: Experience Required: 68 yearsSkills: Planview Project & Portfolio Management Financial Planning & Analysis (F&A) SCM Sales Order Management Job DescriptionWe are seeking a highly skilled Technical Architect with deep expertise in Wealth Management and Investment Platforms within the...