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Chief Wealth Platform Architect
VanguardChief Wealth Platform Architect shaping end-to-end platform architecture for wealth managers at Vanguard. Leading integration strategies and supporting advisor experiences.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
platform architectureintegration patternsscalable architecturesecure architectureflexible architecturefinancial planningportfolio constructionportfolio managementmulti-vendor ecosystem integrationplatform composition
Soft Skills
influencecoachingmentoringstrategic thinkingstakeholder alignment