Focus Financial Partners · 2 weeks ago
Chief Architect
Greater Boston
Full-time
Onsite
Director/Executive
$250K/yr - $325K/yr
12+ years expFocus Financial Partners is a leading financial services firm that integrates wealth management, family office, and business management services. The Chief Architect will shape the firm's technology future by designing and governing an enterprise architecture that supports innovation and operational excellence.
Asset ManagementFinanceFinancial ServicesWealth Management
Hiring Manager
Sterling Freeman
Responsibilities
Develop a multi-year enterprise architecture roadmap across applications, data, cloud, integrations, security, and infrastructure
Establish architectural standards, governance models, and best practices that align technology investments with business strategy
Be hands-on in defining and validating architecture patterns and reference implementations to ensure alignment with standards
Evaluate emerging technologies and recommend adoption strategies that drive innovation and efficiency
Lead architecture for investment and portfolio management systems, as well as advisor and client platforms (CRM, planning, portals, onboarding), including:
Portfolio accounting platforms (e.g., Advent, Orion, Tamarac, Addepar)
Trading and rebalancing systems
Performance measurement, attribution, and reporting tools
Data aggregation and reconciliation workflows
Guide modernization initiatives including cloud migration, API-first patterns, and legacy system rationalization
Partner closely with engineering teams to help implement modern design patterns and architecture standards across platforms
Ensure seamless data and system integrations across OMS/PMS, custodians, market data providers, and enterprise data platforms
Partner with product, data, security, and engineering teams to ensure alignment on technical decisions and enterprise priorities
Chair architectural governance forums and provide direction on major designs, integrations, and vendor choices
Drive data governance, security, and compliance considerations across platforms
Assess and manage strategic technology partners within the wealth management ecosystem
Inform build-vs-buy decisions to ensure architectural cohesion and long-term scalability
Embed resiliency, compliance, and secure-by-design principles into enterprise solutions
Qualification
Required
12+ years of architecture leadership in wealth management, RIA platforms, asset management, or investment technology
Expertise with portfolio management, trading, and investment data workflows
Proven track record designing enterprise architectures in complex, distributed environments
Strong command of integration patterns (APIs, microservices, event-driven, ETL/ELT)
Solid understanding of cloud platforms (Azure preferred)
Excellent communication skills with the ability to engage business and executive stakeholders
Preferred
Modernizing legacy financial systems
Leading architecture governance
Experience with data platforms (Snowflake, Databricks, Redshift)
Integrating custodial data, market data, and analytics platforms
Benefits
Annual cash bonus
Comprehensive benefits package
Medical
Dental
Vision
Life
401(k)
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Travis Danysh
Chief Corporate Development Officer
Recent News
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