Alphafmcroles

Alphafmcroles

Solution Architect - Wealth Management Technology

United States

Sponsorship not specified$163k-$186kDetected 47 days ago
SnowflakeAWSGCPAzureCloud PlatformsAPI DevelopmentData EngineeringSalesforceCRMAccount ManagementLeadershipCommunicationMentoring

About the role

  • Alpha FMC is expanding its Wealth Management Technology practice and is looking for an experienced Solution Architect to help wealth management firms navigate technology transformation.
  • As a Solution Architect in our Wealth Management Technology practice, you will:
  • Leverage deep familiarity with the Wealth Tech vendor landscape, including TAMPs, portfolio management systems, order management systems, CRM platforms, financial planning tools, custodial integrations, and data aggregation providers.

Responsibilities

  • You will work directly with wealth managers, TAMPs, RIA aggregators, broker-dealers, and fintech vendors to define, design, and deliver technology solutions that address the full complexity of modern wealth management operations.
  • Support clients in improving and optimizing their operating models, including resource management, technology architecture, and business process design across advisor-facing and back-office functions.
  • Drive documentation and development according to specifications and standards.
  • Support Alpha's internal IP development, including proposition development, accelerators, and at least one area of specific Wealth Tech expertise.

Requirements

  • Working knowledge of custodial infrastructure, including integration patterns with Schwab, Fidelity, Pershing, and similar custodians, and familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol.
  • Experience with the RIA, broker-dealer, and TAMP ecosystem, including an understanding of how these channels differ in technology requirements, regulatory constraints, and advisor workflows.

Nice to have

  • Define and socialize technical approaches for implementation, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows.
  • Input to project definition, resourcing, timelines, and objectives within a workstream or engagement.
  • Participate in project team meetings and communicate effectively with client peers, architects, system analysts, business analysts, project managers, and technology teams, reporting project status as required.
  • 7+ years of experience in technology roles within or serving the wealth management industry, including direct experience with fintech implementations and integrations.

Skills

  • Experience with cloud environments (AWS, Azure, or GCP) and modern data pipeline tools.
  • Consulting and Client Skills
  • Experience managing technology projects using Agile or other methodologies in a consulting or client services context.
  • Compensation and Perks
  • A competitive salary with discretionary bonus scheme based on company and personal performance.
  • 25 days of annual paid time off.
  • 401k matching.

Compensation

  • A competitive salary with discretionary bonus scheme based on company and personal performance.
  • 25 days of annual paid time off.
  • 401k matching.
  • Sponsorship towards professional certifications and training, supported with 5 days of paid training time.
  • Choice of laptop.
  • North America team-wide training and employee appreciation retreats.

Benefits

  • Supplemented medical, dental, and vision coverage.

Company info

  • advancement at Alpha is based on impact and capability, not tenure or quotas.
  • You will have autonomy and see the tangible difference your ideas and decisions make.
  • About Alpha Tech Services
  • Alpha Tech Services (ATC) is the technology implementation and business integration arm of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry.
  • We are a boutique management consulting firm that offers the world's top asset and wealth managers a competitive edge through deep expertise and industry insight.
  • Our team is of a uniquely high caliber, and by focusing on asset and wealth management exclusively we build knowledge and experience that generalist firms cannot match.
  • We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms and over 130 clients across the globe, with offices across the United States, Canada, the UK, Europe, the Middle East, and APAC.
  • The Opportunity
  • This role sits at the intersection of wealth management domain expertise and technology delivery, supporting clients across the advisor-facing value chain: from client onboarding and account management through portfolio construction, trading, performance reporting, and client communications.
  • Role Responsibilities
  • Alpha Group is a leading global consultancy to the financial services industry.
  • Founded in 2003, Alpha has spent over 20 years bringing together specialists, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle.

Visa & Work Authorization

  • Sponsorship towards professional certifications and training, supported with 5 days of paid training time.
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