Senior Solutions Architect - Financial Services (Wealth and Asset Management)

Join Databricks as a Senior Solutions Architect specializing in Financial Services, focusing on Wealth and Asset Management. In this pivotal role, you will leverage your extensive expertise to design and implement innovative solutions that drive business transformation for our clients in the financial sector. You will collaborate with cross-functional teams,…

Role Overview Databricks is hiring a Solutions Architect focused on Financial Services, with an emphasis on the insurance industry. This position is open in Georgia, Massachusetts, New Jersey, New York, and Washington, D.C. What You Will Do Design and implement technical solutions for insurance clients, drawing on both industry experience and technical skills. Work closely with cross-functional teams to deliver solutions that address client requirements and improve how they operate. Guide clients as they modernize their technology, helping them navigate digital transformation projects. Who We’re Looking For Strong technical background in solutions architecture, ideally within the insurance or broader financial services sector. Experience collaborating with multiple teams to deliver client-focused results. Interest in applying new technologies to real-world business challenges.

Join Databricks as a Resident Solutions Architect specializing in Financial Services. In this pivotal role, you will collaborate with clients to architect cutting-edge solutions that leverage the power of data analytics and machine learning. Your expertise in financial services will help drive impactful transformations for our clients, ensuring they harness the full potential of our unified data platform.

Join Databricks as a Delivery Solutions Architect specializing in Financial Services. In this pivotal role, you will leverage your expertise to design and implement innovative solutions that drive efficiency and effectiveness within the financial sector. You will collaborate with clients to understand their unique challenges and deliver tailored solutions that meet their needs.

Role Overview Databricks is hiring a Lead Solutions Architect focused on Financial Services. This role connects go-to-market leadership with field teams, partners, and clients across the financial sector. The position centers on strengthening Databricks' presence in financial services by shaping industry perspectives and serving as the main technical voice for sector-specific messaging and content. Key Responsibilities Act as the primary technical authority for financial services messaging and tailored materials. Develop and share points of view that resonate with both technical and business leaders in client organizations, building trust and credibility. Engage directly with customers to understand their needs and demonstrate Databricks' value in financial services use cases. Collaborate with account teams to support growth and technical excellence in assigned financial services verticals. Work with product engineering to align industry requirements with Databricks solutions. Contribute to internal content strategy and partner with external organizations on joint go-to-market initiatives. Reporting Structure This is a high-visibility individual contributor role reporting directly to the Financial Services Tech General Manager at Databricks. Location Eligible locations: Georgia, Illinois, Massachusetts, New York, North Carolina, Washington, D.C.

Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships

Oversee and drive data modernization initiatives within the wealth and asset management sectors, ensuring alignment with both business objectives and regulatory standards. Engage in close collaboration with data teams, technology partners, and business stakeholders to delineate project scope, timelines, and deliverables. Create and uphold detailed project plans, monitoring progress, risks, and strategies for mitigation. Facilitate effective communication across cross-functional teams and provide consistent updates to senior management and clients. Ensure rigorous quality control and validation throughout data migration and modernization efforts. Spot opportunities for process enhancements and implement best practices to improve project outcomes. Maintain compliance with industry standards and regulatory guidelines throughout the project lifecycle.

Join Titan as a Senior Wealth Advisor and be at the forefront of reshaping wealth management. In this pivotal role, you will collaborate closely with our Director of Wealth Advisory to bridge our Investment Management and Product teams, ensuring a seamless investment experience for our clients. Your primary focus will be on empowering clients with superior investment outcomes while enhancing their financial literacy. At Titan, we pride ourselves on challenging conventional investment paradigms and leveraging technology to revolutionize the advisor-client relationship. This is more than just a job; it's an opportunity to make a significant impact on our generation's financial future.

Databricks is seeking a Solutions Architect with a focus on Financial Services to help clients unlock the value of their data. This position is open to candidates based in Georgia, Illinois, Massachusetts, New York, or North Carolina. Role overview This role centers on partnering with financial institutions to design and implement solutions that support data-driven decisions. The work involves close collaboration with clients to understand their needs and deliver architectures that improve how they use strategic data. What you will do Work directly with financial services organizations to identify opportunities for data transformation. Design and implement solutions that enhance operational efficiency and support smarter decision-making. Guide clients in maximizing the potential of their data assets. Location This position is available to candidates in Georgia, Illinois, Massachusetts, New York, and North Carolina.

As a Financial Adviser at New York Life, you will play a pivotal role in assisting clients to recognize and attain their financial aspirations. Our firm provides a diverse range of financial products and services, designed to help clients formulate a robust, long-term financial strategy. New York Life and its affiliates are committed to delivering prudent financial management, exceptional products, and unparalleled service.

Join ServiceNow as a Senior Solution Consultant in the Financial Services sector, where you will leverage your expertise to drive innovative solutions that enhance business processes and improve client outcomes. You will be responsible for collaborating with clients to assess their needs, designing tailored solutions, and supporting the implementation of our cutting-edge platform.Your role will involve engaging with stakeholders, conducting detailed analyses, and facilitating workshops to ensure successful project delivery. This is an exceptional opportunity to make a significant impact in a fast-paced environment.

About Savvy Wealth:The wealth management sector in the United States is valued at $545 billion, yet it often operates with outdated processes and minimal technological integration. A staggering 75% of financial advisors rely solely on email for digital communication, while 62% still utilize Excel for financial planning, creating inefficiencies and diminishing client satisfaction. Financial advisors currently dedicate over 70% of their time to non-client facing, manual tasks.Savvy is revolutionizing this landscape. We are developing the most advisor-centric platform in wealth management—a digital-first solution that enhances traditional financial advisory services. Advisors collaborating with Savvy leverage AI-driven software, automated marketing and sales tools, and streamlined back-office operations, allowing them to grow their practices and focus more on their clients.With over $105 million raised from prestigious investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team consists of seasoned entrepreneurs and operators who have made significant contributions to companies like Airbnb, Square, Brex, and Facebook. Savvy is at a critical juncture in its expansion, having achieved a remarkable product-market fit by providing a contemporary platform for financial advisors. We have exceeded $2.2 billion in assets under management (AUM) within three years and grown by over 600% in the past 18 months. Join us in our mission to scale further!

Join our dynamic team at Pierce as a Product Manager in Private Wealth Management. In this pivotal role, you will leverage your expertise in product management to drive innovative solutions and enhance our offerings in the financial services sector.Education: A Bachelor’s Degree is required.Experience: 5+ years in product management within the financial services industry; wealth management experience is a plus.Communication: Exceptional verbal and written skills are a must, including the ability to effectively lead calls and training sessions.Analytical Skills: Demonstrated analytical and problem-solving abilities, with a knack for synthesizing diverse requirements.Attention to Detail: Strong logical and analytical thinker with meticulous attention to detail.Accountability: A proven track record of personal accountability and teamwork, ensuring products are delivered timely and meet quality standards.Problem-Solving: Ability to dissect complex problems and processes, document workflows, and communicate solutions clearly.Integrity: A commitment to excellence and a high level of integrity in all work.Proactivity: A proactive mindset with a willingness to take initiative, identify potential risks, and propose effective solutions.Adaptability: Flexibility to thrive in a fast-paced, dynamic environment while collaborating with cross-functional teams and stakeholders.Time Management: Capability to balance high-quality work with tight deadlines.

Join Titan Investments as a Senior Wealth Advisor (SVP) and take your career to the next level. In this pivotal role, you will leverage your extensive financial expertise to provide tailored wealth management solutions to high-net-worth clients. Your ability to build strong relationships and deliver exceptional service will be crucial as you help clients achieve their financial goals.

At Anaplan, we unite innovators committed to enhancing business decision-making through our advanced AI-driven scenario planning and analysis platform. Our goal is to empower customers to excel beyond their competitors in the market.What brings Anaplanners together across various teams and regions is our unwavering dedication to our clients’ success and our Winning Culture.Our clientele includes many of the Fortune 50, with renowned companies like Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer among the 2,400+ global organizations that depend on our leading platform.Our Winning Culture fuels our innovative teams. We celebrate diverse perspectives, act like leaders irrespective of our titles, strive for ambitious objectives, and cherish our victories – both big and small.Guided by principles that emphasize strategy, core values, and disciplined execution, you will find inspiration, connection, growth, and rewards at Anaplan. Your uniqueness is welcomed here; join us as we create what’s next – together!We believe in diligence, enjoyment, and excellence in every endeavor. While our product is among the most sophisticated in its domain, it’s our Professional Services team that turns our customers into heroes. Joining our team means elevating the “service” in “software-as-a-service” to new heights while advancing your career.We seek a SOLUTION ARCHITECT who thrives on solving intricate and stimulating challenges. If you relish tackling issues and devising complex solutions, and have a passion for data, multi-dimensional modeling, and data integration, this opportunity is perfect for a driven individual who can decode complex business challenges and design effective solutions for Anaplan clients.

Join Alloy as a Senior Solutions Architect, where you will play a pivotal role in designing and implementing innovative solutions for our clients. You will collaborate with cross-functional teams to understand client needs, develop technical specifications, and ensure project success from conception to deployment.

Join our dedicated wealth management team as a Wealth Advisor, where you will collaborate closely with clients to develop tailored wealth strategies that resonate with their unique goals and values. Our mission is to build lasting partnerships with clients, creating financial strategies that address their needs today and prepare for their future. A successful Wealth Advisor will excel in active listening, embody a team-oriented mindset, and possess a strong desire for professional and personal growth.Key ResponsibilitiesCollaborate with the wealth advisory team to deliver comprehensive wealth management solutions to high net worth clients.Develop detailed and customized financial plans and portfolios through extensive research and analysis of client needs.Foster and maintain robust client relationships, ensuring that all questions and needs are proactively addressed.Work efficiently with your team and leverage available resources to fulfill client requests and keep information up to date.Engage actively in acquiring new clients by leveraging strategic partnerships and community involvement.Commit to ongoing education, training, and talent development across all levels, including mentoring new associate advisors and client service associates.QualificationsA Bachelor’s degree is required.5+ years of relevant experience in financial planning, accounting, legal, or related fields.Must possess Series 65, CFP, or CFA certification.Skills & KnowledgeExperience in wealth management, particularly in fee-based consulting, tax, mutual funds, and financial planning.Prior experience working with high net worth or ultra-high net worth clients.Proficiency in financial planning and investment software (e.g., eMoney, MoneyGuide Pro).Exceptional interpersonal, relationship management, and communication skills.Proven track record in talent development, including training and mentoring new staff.Strong organizational and time management capabilities, adept at managing multiple priorities in a fast-paced environment.Meticulous attention to detail.

Join Harvey as a Senior Solutions Architect, where you will play a pivotal role in designing and implementing cutting-edge solutions that drive our client's success. You will collaborate with cross-functional teams to ensure our technology aligns with business goals, providing innovative strategies to enhance performance and efficiency.

Join Plaid as a Partner Development Manager in the Banking & Wealth division, where you'll play a pivotal role in fostering strategic partnerships and driving growth in the financial services sector. Your expertise will be instrumental in identifying new business opportunities and enhancing our relationships with key stakeholders. Collaborate with cross-functional teams to deliver innovative solutions that meet the evolving needs of our clients.

Who You Are You are a strategic security leader adept at aligning business risks, regulatory demands, and technological solutions to formulate comprehensive multi-domain security strategies. You thrive in executive-level discussions and excel in influencing critical decisions by simplifying complex security concepts into actionable insights. With a natural ability to connect various domains, you identify opportunities to integrate identity, cloud, endpoint, and data security into cohesive architectures. Your independent work ethic combined with close collaboration with sales and technical teams, along with a passion for mentoring, empowers you to elevate consultative security practices throughout the organization. About The Role The Senior Security Client Solution Architect (CSA) is pivotal in designing and executing multi-domain security strategies tailored for intricate client environments. This position transcends mere technical architecture, playing a crucial role in shaping deal strategies, guiding security investment decisions, and ensuring alignment with regulatory standards, risk appetites, and long-term business objectives. In this role, you will spearhead security discovery initiatives, craft integrated architectures spanning multiple security domains, and collaborate intimately with Account Executives and practice leaders to assess opportunities and position holistic security solutions. As a senior figure within the organization, you will act as a trusted advisor to clients, serve as an escalation point for complex designs, and mentor CSAs and engineers. This position is perfect for a security professional who is eager to take ownership of strategy, facilitate cross-domain dialogues, and assist both clients and internal teams in achieving a higher level of security maturity. Note: Candidates must be based in the United States, specifically in New York City or surrounding areas. Travel may be required up to 40% of the time. Other responsibilities include: Conducting executive-level security discovery focused on risk mitigation, regulatory compliance, and improving operational maturity. Managing security solution strategies utilizing the full spectrum of the security stack.