The Chief Wealth Platform Architect for Advice & Wealth Management shapes and evolves the end-to-end platform architecture that supports wealth managers in growing their book and delivering exceptional products and services to clients and their households. The platform must seamlessly integrate the full suite of tools and services into a cohesive, scalable, and flexible ecosystem. Partnering closely with business, product, and engineering teams, the Chief Wealth Platform Architect provides architectural leadership to select and integrate third-party solutions as well as building bespoke capabilities into a unified platform experience.
Key Accountabilities
Define and execute the wealth platform architecture roadmap for Advice & Wealth Management (Portfolio of the Future initiatives).
Lead overall Platform Strategy inclusive of the down-market vision and overlap of capabilities and solutions.
Establish integration patterns across multiple third-party vendors and internal systems.
Define architecture principles to ensure platform solutions are secure, scalable, and adaptable to change.
Shape the strategy for the advisor desktop and client experience platform.
Develop approaches for composing capabilities across tools into a unified experience (vs fragmented point solutions).
Maintain deep understanding of the wealth management vendor landscape and how capabilities fit together.
Identify reuse opportunities and tradeoffs.
Influence platform investment decisions and vendor strategy based on architectural direction.
Guide teams on designing solutions that balance flexibility, configurability, and standardization.
Coach and mentor architects and senior engineers on platform architecture practices.
Experience & Capabilities:
Deep experience in wealth management platforms (financial planning, portfolio construction, portfolio management).
Strong understanding of advisor workflows and client service models.
Expertise in multi-vendor ecosystem integration and platform composition.
Proven ability to design scalable, secure, and flexible platform architectures.
Knowledge of industry platforms, CRM systems, and advisor desktop ecosystems.
Experience balancing buy vs build vs integrate decisions in complex environments.
Ability to influence senior stakeholders and align across business and technology.
What Success Looks Like:
AWM operates on a cohesive wealth platform architecture, not fragmented tools.
Advisor and client experiences feel integrated and consistent across capabilities.
Platform solutions are secure, scalable, and adaptable to new capabilities and vendors.
Reduced redundancy and improved reuse across capabilities.
Clear architectural direction enables faster delivery and better business outcomes.
Major priorities for the role will include:
Defining the target-state advisor platform architecture (advisor desktop + client experience).
Integrating financial planning, portfolio construction, and portfolio management capabilities.
Establishing integration patterns for vendors and third-party tools.
Developing a point of view on CRM and advisor desktop platforms.
Driving platform simplification and consolidation where appropriate.
Designing architectures that support growth, M&A, and evolving advisor needs.
Partnering with Data Architecture to ensure vendors adhere to VG data standards & canonical data modeling strategy.
Maintaining strong vendor relationships to be able to influence their direction / roadmap to meet the needs of Advice & Wealth Management.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Deep experience in wealth management platforms
- Strong understanding of advisor workflows and client service models
- Expertise in multi-vendor ecosystem integration
- Proven ability to design scalable, secure, and flexible platform architectures
- Knowledge of industry platforms and advisor desktop ecosystems
- Experience balancing buy vs build vs integrate decisions
- Ability to influence senior stakeholders
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
