Techlead & Solution Architect leading web development projects using Craft CMS. Responsible for architecture, quality assurance, and coaching the Dev team in a hybrid work environment.
About the role
- Enterprise Solutions Architect guiding implementation for enterprise clients in fintech. Leading technical authority on onboarding solutions and client engagement in wealth management.
Responsibilities
- Serve as the primary senior technical and business authority during onboarding, collaborating with executive-level client stakeholders.
- Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements.
- Lead discovery sessions and guide clients through data migration, platform configuration, and integrations into enterprise ecosystems.
- Act as a trusted change management consultant, advising clients on implementation strategies and organizational change management practices.
- Establish deep, trusted relationships with senior stakeholders, positioning Advisor360 as a strategic partner in their long-term success.
- Represent Advisor360 in presales client meetings, presenting onboarding strategies and building trust with prospective clients.
- Lead solution architecture for large-scale enterprise onboarding programs, balancing business objectives, compliance standards, and operational efficiency.
- Validate solution scope in partnership with Sales, Onboarding, and Product teams.
- Define and oversee onboarding technical roadmaps, including CRM integrations, data warehouse connectivity, and third-party ecosystem integrations.
- Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management.
- Provide executive-level oversight and thought leadership on technical delivery across multiple onboarding programs.
- Draft and review Statements of Work (SOWs), RFP responses, and change orders to ensure alignment with delivery capabilities.
- Act as the bridge between sales commitments and delivery execution, ensuring continuity from pre-sales through post-sales onboarding.
- Partner with Sales Engineers, Product/Engineering leadership, and Account Executives to validate solution feasibility and set realistic expectations with clients.
- Mentor and coach onboarding architects, implementation managers, and client technical teams.
- Shape Advisor360’s onboarding methodology to scale effectively across enterprise clients.
- Provide actionable insights and feedback to Product Management to influence the roadmap and strengthen enterprise client adoption.
- Drive enterprise client adoption and early measurable value realization during onboarding.
- Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success.
- Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution.
- Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.
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, fostering curiosity and a balanced mix of technical and business skills.
- Experience collaborating with developers and performing QA testing is highly valuable.
- Demonstrated expertise across key financial services workflows, including Account Opening, Trading, Compliance, Portfolio Performance, and Reporting.
- In-depth knowledge of broker-dealer and RIA back-office operations and workflows.
- 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.
Benefits
- Comprehensive health benefits, including dental, life, and disability insurance.
- Annual performance-based bonuses.
- Unlimited paid time off program to help you perform at your best every day.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Enterprise Solutions Architect at Swinerton bridging business process design and solution architecture. Partnering with leaders to drive measurable outcomes and improve workflows.
Solution Architect at DLL focusing on Enterprise Data Management solutions. Collaborating with stakeholders to design and implement data management architectures in a hybrid work environment.
Solution Architect leading design and delivery of Azure services for Pearson's educational platforms. Collaborating with teams to create scalable and secure solutions.
Solution Architect at The Hartford shaping the future of Business Insurance with technology. Driving innovation and modernizing systems in a hybrid work environment.
Network Solutions Architect ensuring compliance for lawful interception at a growing telecom provider. Collaborating with legal and regulatory teams to develop scalable solutions across multiple jurisdictions.
Solution Engineer (Salesforce) presenting product offerings to clients and addressing technical objections. Collaborate with the sales team to enhance customer experiences through Salesforce solutions.
Implementation Specialist at Nordhealth responsible for onboarding new veterinary customers in DACH region. Delivering training and project management from kick - off to go - live.
Lead Cyber transformation for mission - critical programs shaping Australia’s future at Leidos Australia. Oversee secure architecture design and strategic security investments across large - scale environments.
Solutions Consultant enhancing customer engagement and business success through Totara's learning platform expertise. Collaborating with sales, customer success, and partners to drive growth and success.