Eliassen Group · 3 days ago
Business Architect, Advisory Tech Strategy
Tempe, AZ
Full-time
Hybrid
Mid Level
$120K/yr - $125K/yr
3+ years expEliassen Group is seeking a Business Architect to define and execute an advisor technology strategy across a complex ecosystem. The role involves aligning business needs with scalable technology solutions and partnering with leadership to drive advisor growth and client engagement while optimizing costs.
ConsultingRecruitingStaffing Agency
Responsibilities
Map and manage dependencies across the advisor technology ecosystem
Define vendor integration requirements for workflows and ensure interoperability with internal and external systems
Develop onboarding strategies for new firms and optimize processes for existing affiliates
Establish historical data conversion strategies
Define and document a multi-year advisor technology roadmap aligned to business priorities
Partner with technical and business leadership to ensure technology investments drive advisor growth, compliance, and client engagement
Evaluate technology approaches for total cost of ownership
Collaborate with leadership and affiliated executives to align technology with advisor needs
Facilitate working sessions to gather requirements and improve integrations across vendors and within the Digital Technology stack
Communicate roadmap progress and vendor evaluations to stakeholders
Define and implement a roadmap for migrating acquired firms onto the preferred technology stack, including CRM, portfolio management, planning tools, and data platforms
Oversee interoperability and security standards across systems to ensure compliance and scalability
Lead technical design sessions and coordinate API integrations, data migrations, and platform rationalization
Evaluate and select best-in-class vendors to support a unified ecosystem
Negotiate contracts, manage vendor performance, and enforce governance standards
Drive vendor optimization initiatives to reduce complexity and improve ROI
Partner with M&A, Operations, Compliance, and Technology teams to align integration plans with business objectives
Communicate technical strategy and progress to senior stakeholders and executive leadership
Provide guidance and mentorship to technical consultants and project teams
Qualification
Required
3+ years of industry experience with focus on technical M&A, due diligence, and integration
Proven track record in vendor technology evaluation, contract negotiation, and multi-system integration
Expertise with CRM, portfolio accounting, financial planning platforms, and API integration frameworks
Strong project management and stakeholder engagement capabilities
Deep understanding of cybersecurity, data migration, and infrastructure design
Proficiency with Jira, Confluence, and integration tools
Bachelor's degree in Business, Finance, Technology, or related field
Preferred
MBA
Benefits
Medical (choice of 3 plans)
Dental
Vision
Pre-tax accounts
Other voluntary benefits including life and disability insurance
401(k) with match
Sick time if required by law in the worked-in state/locality
Company
Eliassen Group
Eliassen Group provides strategic consulting solutions for business, clinical, and IT sector.
1001-5000 employees
H1B Sponsorship
Eliassen Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (56)
2024 (56)
2023 (42)
2022 (48)
2021 (50)
2020 (61)
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-05Acquired
Leadership Team
Delores Lenzy-Jones
CFO Partner
Jason Kline
SVP, and Head of Agile Practice
Recent News
Company data provided by crunchbase