Wealth Platform Architect Job at Intellibus (Reston)

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Director, Platform Architect Principal - Wealth Management

Location

United States , Austin

Salary:

210000.00 - 260000.00 USD / Year

Charles Schwab

Expiration Date

June 13, 2026

Requirements

Extensive experience serving as a Technical Architect for large-scale, enterprise-wide wealth management platforms, with deep expertise across portfolio management, trading and rebalancing, risk, reporting, financial planning, CRM, client engagement, and wealth management operations
10+ years of hands-on software engineering experience, preferably in Java, with at least 5+ years designing, developing, and integrating solutions in the investment services or wealth management industry
Strong technical depth in enterprise application architecture across distributed systems, APIs, middleware, microservices, event-driven systems, and hybrid cloud environments
Hands-on experience designing and implementing cloud-native solutions, with expertise in Google Cloud Platform (GCP) strongly preferred
Solid understanding of the wealth management technology ecosystem, including custodians, portfolio management platforms, CRM solutions, reporting tools, financial planning systems, and advisor workstation technologies
Experience leading cloud transformation and digital modernization initiatives in financial services
Knowledge of regulatory and compliance requirements, data governance, cybersecurity principles, responsible AI practices, and security controls relevant to financial services environments
Experience supporting production operations and applying Site Reliability Engineering (SRE) principles to improve system reliability, observability, performance, and operational excellence
Familiarity with AI/ML integration patterns, modern data architecture concepts, and the practical application of emerging technologies in enterprise platforms
Excellent communication, documentation, stakeholder management, and leadership skills, with the ability to influence senior stakeholders, build alignment, and drive decisions across diverse teams

Job Responsibility

Define and evolve the target architecture for wealth management platforms, including Schwab Wealth advisory systems, portfolio management, CRM integrations, client portals, digital advice, Wealth vendor integration
Lead architecture strategy, reference architectures, and technology roadmaps that improve scalability, security, availability, and advisor and client experiences
Design secure, scalable integration patterns across core wealth applications, custodians, market data providers, enterprise services, third-party fintech platforms, and AI-enabled capabilities
Drive platform modernization through cloud adoption, API enablement, microservices, event-driven architecture, containerization, and selective AI/ML implementation
Collaborate with business leaders, product teams, peer architects, enterprise architects, engineers, and external vendors to translate business capabilities into cohesive technical solutions and interoperable platform designs
Evaluate and recommend wealth technology platforms, vendor ecosystem capabilities, and emerging technologies to enhance advisor productivity, client experience, and operational efficiency
Provide architectural leadership across the software delivery lifecycle, resolving complex technical challenges and guiding implementation decisions
Ensure solutions comply with financial services regulations, cybersecurity standards, AI governance, and data privacy requirements
Stay current on industry trends in wealth management technology, generative AI, analytics, and digital advisory platforms, and apply that insight to drive innovation

What we offer

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Fulltime

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Wealth Technology - Platform Integration Lead, Senior Vice President

Seeking a highly motivated Platform Integration Lead to join the Citi Wealth Adv...

Location

United States , Jersey City

Salary:

176720.00 - 265080.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of extensive experience in enterprise-level technology leadership roles, with a deep understanding of application development lifecycles, enterprise architectural principles, and operational best practices, particularly in complex, integrated environments
Demonstrated ability to understand, evaluate, and advise on complex technology landscapes, including distributed systems, cloud platforms (e.g., AWS, Azure, GCP), middleware, APIs, data integration patterns, and modern development practices (e.g., Microservices, CI/CD)
Expertise in governance frameworks related to technology infrastructure, data management, and application development within a highly regulated environment
Knowledge of various software development methodologies, including Agile and Scrum, with a focus on how they apply to integration projects
Demonstrable experience in evaluating and advocating for the strategic application of AI/ML technologies to optimize engineering processes and drive efficiency
Proven experience in designing, implementing, and managing robust technology risk and control frameworks, including identifying, assessing, and mitigating operational risks inherent in complex platform integrations
Strong background in technology budgeting, financial forecasting, cost-benefit analysis, and managing technology spending effectively, especially for shared services and integration initiatives
Exceptional ability to define technology strategy, create compelling roadmaps, and communicate vision effectively through various formats, including detailed integration plans, storyboards, and executive presentations
Demonstrated experience in workforce planning, talent management, resource allocation, and developing strategies for attracting and retaining top technology talent specializing in integration
Exceptional communication, presentation, and interpersonal skills, capable of engaging and influencing technical teams, diverse business stakeholders, and senior leadership

Job Responsibility

Strategic Integration Roadmap & Storyboard Development:Lead the definition and communication of platform integration strategies and roadmaps for Citi Wealth Advisory & Investment Technology, translating complex technical integration plans into clear, compelling narratives and visual storyboards for diverse audiences, including senior leadership and business stakeholders
Risk & Controls Management for Integrations:Oversee and enhance risk management and control frameworks specifically for platform integrations, ensuring compliance with internal policies, regulatory requirements, and industry best practices to safeguard data integrity and system security across interconnected platforms
Financial Management & Optimization for Integration Services:Contribute to financial planning, budgeting, and cost optimization efforts related to platform integration projects and shared technology services, identifying opportunities for efficiency and maximizing the value derived from integration investments
Staffing & Resource Strategy for Integration Excellence:Contribute to resource strategy and planning for integration teams, advising on skill requirements, team structures, and fostering a collaborative environment for successful platform interoperability
AI-Driven Engineering Efficiency:Drive the adoption and application of AI tools and advanced automation across the development and entire engineering journey to significantly enhance efficiency, accelerate integration cycles, improve quality, and foster continuous innovation within Citi Wealth Advisory & Investment Technology
Operational Excellence & Integration Governance:Champion operational excellence and governance best practices within platform integration, establishing standards, metrics, and reporting mechanisms to ensure seamless and efficient interoperability across the technology landscape
Stakeholder Collaboration:Collaborate closely with business leaders, product owners, technology teams, and internal audit to translate strategic business requirements into robust platform integration strategies and executable plans, ensuring seamless communication and alignment
Platform Integration Lifecycle Oversight:Provide expert oversight across the platform integration lifecycle, from conceptualization and design to implementation, testing, and operational readiness, with a focus on risk mitigation, security, and performance
Subject Matter Expertise & Innovation:Act as a primary Subject Matter Expert for complex integration challenges, identifying and resolving inter-platform dependencies, technical inefficiencies, and proposing innovative solutions to enhance system interoperability, resilience, and business value
Leadership & Guidance:Provide leadership and expert guidance to technology teams involved in integration efforts, fostering a culture of operational excellence, continuous improvement, and strategic alignment

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
for eligible employees, discretionary and formulaic incentive and retention awards

Fulltime

AWS Cloud Wealth Management Architect

We are seeking a highly experienced AWS Cloud Architect with Wealth Management d...

Location

Canada , Toronto

Salary:

60.00 USD / Hour

Realign

Expiration Date

Until further notice

Requirements

15-20+ years of IT experience
5-8+ years in AWS Cloud Architecture roles
Strong expertise in AWS cloud architecture and services (EC2, S3, Lambda, ECS/EKS, RDS, DynamoDB, API Gateway, CloudWatch, IAM)
Mandatory experience in Wealth Management domain
Strong understanding of wealth management platforms, investment lifecycle, and portfolio management systems
Experience designing cloud-native architectures and microservices-based platforms
Hands-on experience with Infrastructure as Code (Terraform / CloudFormation)
Strong experience with API integrations and distributed systems
Knowledge of DevOps practices and CI/CD pipelines
Experience with data security, encryption, and regulatory compliance in banking environments

Job Responsibility

Design and implement enterprise-grade AWS cloud architecture for Wealth Management platforms
Lead cloud transformation and migration initiatives from legacy systems to AWS
Architect solutions supporting portfolio management, investment advisory, trading, and client reporting platforms
Collaborate with business stakeholders, product teams, and engineering teams to align technology architecture with wealth management business objectives
Design secure, scalable, and high-availability cloud infrastructure using AWS services
Implement microservices architecture and API-driven platforms for wealth management applications
Ensure compliance with banking regulatory requirements, security standards, and data governance policies
Define best practices for cloud architecture, DevOps, and automation
Provide technical leadership to development, infrastructure, and cloud engineering teams
Drive performance optimization, scalability, and cost management across AWS environments

Digital Solution Architect - Retail Banking/ Wealth Management BPS

Lead the design of end-to-end business process solutions powered by AI agents an...

Location

United States , Dallas

Salary:

207562.00 - 345938.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

10+ years in Financial Services (Banking)
Strong understanding of digital transformation and BPS
Experience in designing automation workflows or BPaaS models
Excellent client-facing communication and executive storytelling skills
Familiarity with AI/ML concepts, even if not hands-on

Job Responsibility

Understand client workflows (e.g., Retail Banking, Wealth Management, Capital Markets) and pain points
Architect BPS solutions leveraging modular agentic platforms
Define data and process models in collaboration with ontology and ML teams
Drive roadmap alignment between domain priorities and tech capabilities
Present solutions to C-level stakeholders and drive adoption

What we offer

medical, dental, and vision insurance
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

Applications Development Group Manager, Senior Vice President

We are seeking a highly motivated and experienced Operational Data & Analytics D...

Location

United States , Jersey City

Salary:

176720.00 - 265080.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in technology roles within major financial services firms, with a significant portion dedicated to wealth management
Proven track record of working with analytical data platforms and data warehouses through their technological evolution, from on-premise traditional systems (e.g., Teradata, Oracle) to modern cloud-based solutions
Demonstrated expertise in creating and managing complex data models specifically for the wealth management industry. Must be able to articulate the nuances of wealth data
Hands-on experience building frameworks for the end-to-end data lifecycle: ingestion, curation, and distribution
Proficiency with data wrangling and preparation tools (e.g.,Dataiku, Alteryx, or similar)
Advanced skills in data visualization tools (e.g.,Tableau, Power BI, or similar)
Strong SQL skills and experience with various database technologies
Familiarity with programming languages such as Python for data manipulation
A proactive, "get-it-done" attitude with a proven ability to act with urgency and navigate a complex, fast-paced environment
Ability to think holistically and bridge the gap between operational and analytical systems, understanding the dependencies and data flows

Job Responsibility

Design, develop, and maintain expert-level conceptual, logical, and physical data models for the wealth management domain, covering areas such as client holdings, transactions, performance, and risk
Lead the strategy and execution for modernizing our analytical data and data warehouse technologies, including the migration and integration of cloud-based providers (e.g., AWS, Snowflake, Google Cloud Platform)
Create and implement robust, scalable, and secure frameworks for data ingestion (batch and real-time), data curation, quality control, and data distribution to downstream consumers
Architect and oversee the integration between core operational systems (e.g., trading, portfolio management) and our analytical systems to ensure seamless data flow and a single source of truth
Champion and demonstrate the use of AI to solve data problems
Act with a strong sense of urgency to drive projects from conception to completion. Troubleshoot complex data-related issues and ensure the timely delivery of high-quality data solutions
Partner closely with business leaders, portfolio managers, financial advisors, and technology teams to understand their data needs and translate them into technical requirements and solutions

What we offer

Discretionary and formulaic incentive and retention awards
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Java, AI - Senior Vice President

The Applications Development Group Manager is a senior management level position...

Location

India , Pune; Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

14+ years of relevant experience in designing and delivering large-scale, data-intensive, extensible, and scalable enterprise applications, including real-time and batch processing systems
Deep expertise in AI Development Tools, database technologies, and data streaming platforms to support high-volume, low-latency data processing
Proven leadership in architecting and implementing robust microservices platforms and event-driven architecture using Domain-Driven Design principles
Expertise in modern DevOps practices, including strategic adoption and optimization of containerization technologies (e.g., Kubernetes) and advanced CI/CD pipelines
Deep expertise in Java and J2EE technologies, including Spring Framework, Hibernate, and enterprise integration patterns, for building robust and scalable back-end services
Demonstrated expertise in designing and developing production-grade, user-friendly web front-end applications, with a strong portfolio showcasing distinctive UI/UX design and implementation
Proficiency in modern front-end technologies, including HTML5, CSS3, JavaScript (ES6+), and leading frameworks such as React, Typescript, etc.
Proficiency in event streaming platforms like Kafka, Solix, etc.
Deep understanding and application of financial services industry best practices, regulatory requirements, and security standards relevant to wealth management and lending
Drive the strategic adoption and integration of advanced analytical capabilities, including AI and ML, to deliver innovative solutions and significant business value

Job Responsibility

Lead the design and development of wealth-lending platforms (Cards, Collections and Fraud Prevention), remaining actively hands-on in coding core APIs, micro services, and orchestration components
Spearhead the creation of intuitive, visually striking and highly responsive user interface(UI/UX) for web front-end applications
Lead the team in designing and developing straight through processing functions, process automation leveraging AI
Lead the team in testing automation
Lead architectural design and implementation of modular, highly scalable, event-driven data models, ensuring data integrity and performance for high-volume transactions
Drive the architectural vision for data-driven systems, ensuring they meet volume and scale requirements for the Cards, Collections and Fraud Prevention business domain
Establish and enforce data governance frameworks, design and implement comprehensive data quality controls across the system
Establish engineering standards across system design, API contracts, resiliency patterns, observability, performance optimization, and secure coding practices
Guide the team through hands-on code reviews, architecture reviews, and technical mentoring, elevating distributed systems design and scalable service engineering practices
Ensure services are built for fault tolerance, idempotency, concurrency control, and horizontal elasticity across modern cloud environments

Fulltime

Digital Software Engineer Lead Analyst VP

The Digital S/W Eng Lead Analyst is a strategic professional who stays abreast o...

Location

United States , Irving

Salary:

138720.00 - 208080.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Exhibit expertise in all aspects of technology by understanding broader patterns and techniques as they apply to Citi’s internal and external cloud platforms (AWS, PCF, Akamai)
Lead resources and serve as a functional SME across the company through advanced knowledge of algorithms, data structures, distributed systems, networking, use of knowledge and experience to lead, architect, and drive broader adoption forward
Acquire relevant technology and financial industry skills (AWS PWS) and understand all aspects of NGA technology – including innovative approaches and new opportunities
Demonstrate knowledge on automating code quality, code performance, unit testing, and build processing in the CI/CD
Bachelor’s/University degree, Master’s degree preferred
6-10 years of relevant professional experience, with a significant portion dedicated to technology leadership within Wealth Management or the broader Banking domain
Hands-on expertise in developing robust, enterprise-grade applications leveraging modern technology stacks, including: Frontend development using Angular or similar JavaScript frameworks
Backend development utilizing Java microservices architecture
Designing and implementing RESTful APIs

Job Responsibility

Accountable for executing and driving results on large-scale efforts or multiple smaller efforts and serving as a development lead for most medium and large projects. This includes expertise with application development methodologies and standards for program analysis, design, coding, testing, debugging and implementation
Accountable for exhibiting a strong understanding of client core business functions
Required to support situations in which end user consultation is required to identify system function specifications and incorporate them into overall system design and delivery. Additionally, utilize comprehensive knowledge of multiple areas within technology to achieve technological objectives
Independent work style, requiring little or no guidance by more senior developers. Decisions will make a significant, measurable impact on the business goals for the client organization. During team discussions you will play a significant role with TPMs and engineering managers to determine potential risks to a schedule
Assist in the planning and managing of application development assignments generally involving large budgets, cross functional projects or multiple projects. This includes effectively understanding and analyzing both technical and business risks and impact
Expected to effectively communicate those risks to the business owners, so that they can make informed decisions
Accountable for providing guidance on architecturally significant efforts during the preplanning phase, and ensuring principles and best practices are followed prior to initiation of work. In doing so, closely watch and evaluate Digital roadmaps, including impacts to support upcoming journeys
Publish design review extensions, and provide documented guidance aligned to sprint plans and timelines
Be part of the design review board that will focus on the design process, search for generic patterns, and, at the same time, share best practices across the organization
Publish design patterns across lines of business and domain commonalities. Drive design reviews for Next Gen Architecture (NGA) and Plan of Record (POR) projects, supporting design principles and best practices

What we offer

medical
dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Wealth Technology & Business Enablement Lead, Senior Vice President

Seeking a highly motivated Technology & Business Enablement Lead to join the Cit...

Location

United States , Jersey City

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of extensive experience in enterprise-level technology leadership roles, with a strong understanding of application development lifecycles, architectural principles, and operational best practices
Demonstrated ability to understand and evaluate complex technology landscapes, including distributed systems, cloud platforms (e.g., AWS, Azure, GCP), and modern development practices (e.g., Microservices, CI/CD)
Experience with governance frameworks related to technology infrastructure, data management, and application development
Knowledge of various software development methodologies, including Agile and Scrum
Proven experience in designing, implementing, and managing robust technology risk and control frameworks, including identifying, assessing, and mitigating operational risks
Strong background in technology budgeting, financial forecasting, cost-benefit analysis, and managing technology spending effectively
Exceptional ability to define technology strategy, create compelling roadmaps, and communicate vision effectively through various formats, including storyboards and executive presentations
Demonstrated experience in workforce planning, talent management, resource allocation, and developing strategies for attracting and retaining top technology talent
Exceptional communication, presentation, and interpersonal skills, capable of engaging and influencing technical teams, diverse business stakeholders, and senior leadership
Strong leadership and mentoring abilities, with a proven track record of building, coaching, and motivating high-performing technology and operational teams

Job Responsibility

Lead the definition and communication of the technology strategy and roadmap for Citi Wealth Advisory & Investment Technology, translating complex technical plans into clear, compelling narratives and visual storyboards for diverse audiences, including senior leadership and business stakeholders
Establish, implement, and continuously enhance robust risk management and control frameworks across all technology processes and platforms
Oversee the financial planning, budgeting, forecasting, and cost optimization for technology initiatives
Develop and execute comprehensive staffing and resource strategies, including workforce planning, talent acquisition, skill development, and optimal resource allocation across projects and teams
Drive the adoption and adherence to best practices in technology delivery, risk management, and financial governance across the Wealth Advisory & Investment Technology portfolio
Collaborate closely with business leaders, product owners, technology teams, and internal audit to translate strategic business requirements into actionable technology enablement plans
Oversee the end-to-end technology lifecycle, from strategic conceptualization and planning to delivery, operational support, and decommissioning
Identify and address strategic challenges, operational inefficiencies, and emerging risks, proposing and implementing innovative solutions
Provide leadership and guidance to technology teams, fostering a culture of operational excellence, continuous improvement, and strategic alignment
Partner with architects and engineering leads to ensure that technology solutions are designed and delivered in alignment with strategic objectives, architecture principles, and operational standards

What we offer

medical
dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

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Wealth Platform Architect

Job Description

Job Responsibility

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