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Retirement and Private Wealth Advisory depends upon a dense web of systems - CRM, trading platforms, data aggregators (e.g., Orion), record keeper and custodial platforms, account onboarding tools, portfolio planning tools, core accounting and finance stack, and the data pipelines. The RPW Solution Architect is the hands-on technical designer who makes that web work: translating strategic direction into concrete, buildable solutions, and owning the detailed design of how these systems integrate, where automation replaces manual handoffs, and how new platforms are woven into the existing ecosystem without adding fragility or technical debt. The ideal candidate is a builder at heart - someone who has been in the weeds of enterprise projects, understands the practical tradeoffs of different automation and connectivity approaches, and can make sound technical judgment calls. Beyond technical competency, the candidate must be a strong collaborator, who values trusting, long-term relationships with both business and technology colleagues.
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Job Type
Full-time
Career Level
Senior

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