Enterprise Architect (Portfolio Management)

Company: Fisher Investments
Location: Plano
Posted on: November 11, 2024

Job Description:

It's an exciting time to join Fisher Investments! We're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. We help support our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologists to our team.
The Opportunity:
The Enterprise Architect (Portfolio Management) plans portions of the enterprise architecture environment, develops architectural principles and standards, and promotes alignment of technology to our needs. You will have a particular focus on the architecture and design of cloud platforms to support the Portfolio Management Group in running a large wealth management firm with a global presence.
As a technical expert, you will partner with our internal technology teams, our partners, third-party vendors, and implementation partners. Your experience will help us build our technology transformation program and create multi-year roadmaps to align enterprise-wide solutions to Fisher's priorities. You will also survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Vice President of Enterprise Architecture as a member of our team of experienced Enterprise Architects.
The Day-to-Day:
Define and oversee the adherence to enterprise architecture principles and standards across portions of applications, infrastructure, and information security
Define the architecture and lead the selection of important platforms (both cloud and on-premises), products, and vendors to be utilized for programs across the enterprise
Ensure the architecture of applications and systems (especially cloud-based data and integration architecture for portfolio management such as Charles River and SS&C GWP) is consistent with enterprise needs, and ascertain how application solutions are used to meet those enterprise needs
Lead technology and business teams to evaluate current technology solutions and plan, design, and coordinate multi-year roadmaps for all applications and support activities
Survey the technology landscape to identify systems and solutions that align with firm strategy while collaborating with executive leadership to recommend, implement and maintain appropriate technology solutions
Function as SME to Technology Business Services, Infrastructure and Operations, Information Security, 3rd party vendors, and implementation partners
Facilitate optimization of current state architecture during the transformation to future state architecture
Develop POCs to facilitate architectural decisions and provide guidance to implementation teams
Support problem-solving with pragmatic architectures and implementation approaches
Tailor presentations and conversations to the appropriate audience: business stakeholders, technical executives, or developers

Your Qualifications:
10+ year's combination of solution / technical / business architecture roles
7+ years of experience leading solution / technical architecture team
5+ years of architecture experience at a large wealth management or asset management firm
Strong knowledge of wealth management & portfolio management concepts, data domains and workflows (i.e. trade life cycle, portfolio rebalancing, IBOR)
High-level understanding of multiple order management and portfolio accounting platforms (i.e. Charles River, Fidessa, Eze Castle, GWP, Broadridge BPS)
Experience with application, data, integration, security, and technology platform architectures, with experience with Azure services and Salesforce.com
Broad understanding of market / industry trends and architecture frameworks
Highly advanced ability to investigate, analyze issues to take to resolution
Experience implementing multiple complex enterprise level changes simultaneously, including how to guide and measure adoption of best practices
Proven experience leading, mentoring, and developing employees
Expertise in translating enterprise needs and problems into viable and accepted solutions
Expertise in decision-making, conflict resolution, and negotiation/influence skills
Bachelor's degree in information systems or related technical field or equivalent combination of education and experience

Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Keller , Enterprise Architect (Portfolio Management), Executive , Plano, Texas