Solution Architect - Wealth Management Platforms

Job Description: Experience Required: 6–8 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