Architect and evolve the ClientWorks platform, overseeing the design and delivery of foundational capabilities including account opening, client management, trading, reporting, and dashboard customization.
Ensure seamless integration with advisor workflow and third-party solutions.
Lead cross-domain initiatives, driving architectural alignment for ClientWorks Essentials, Mobile, Compass, Householding, and Design System efforts.
Facilitate technical deep-dives, whiteboarding, and Candidate Architecture Designs reviews to resolve complex requirements and dependencies.
Champion security and compliance, ensuring platform architecture meets regulatory standards for financial services.
Partner with Security Engineering to implement robust authentication, authorization, and data protection mechanisms.
Optimize cloud and hybrid infrastructure, architecting solutions for scalable, resilient, and cost-effective delivery.
Address incident response, adaptive capacity, and performance optimization for high-volume API endpoints.
Drive integration and automation, leading efforts to connect ClientWorks with platforms such as Salesforce and Wealthbox, enabling workflow automation and real-time insights.
Mentor development teams in adopting modern architecture, DevSecOps, and design system practices.
Foster a culture of continuous improvement, collaboration, and innovation.
Partner with Product and Operations to define KPIs, track outcomes, and ensure architecture decisions drive advisor efficiency, scalability, and client experience.

Requirements

5+ years experience in cloud-native architecture (AWS, hybrid on-prem/cloud), API design, and data integration.
10+ years experience with front-end frameworks (React, Angular), mobile platforms, and design systems.
5+ years experience in CI/CD pipeline design, containerization, and Infrastructure as Code (Terraform, GitHub Actions).
5+ years experience/proven collaboration with Enterprise Architecture, Product, Security Engineering, and Infrastructure & Operations teams.
Demonstrated ability to evangelize architecture practices and mentor cross-functional teams.
2+ years experience leading AI-driven initiatives or deploying AI capabilities in production is a plus.

Benefits

401K matching
health benefits
employee stock options
paid time off
volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

cloud-native architectureAPI designdata integrationfront-end frameworksmobile platformsCI/CD pipeline designcontainerizationInfrastructure as Codeauthentication mechanismsperformance optimization

Soft Skills

mentoringcollaborationcontinuous improvementinnovationleadershipcommunicationproblem-solvingevangelizing architecture practicescross-functional teamworkdriving architectural alignment