Enterprise Architect Portfolio Management

4 weeks ago

Camas, United States Fisher Investments Full time
The Opportunity:

The Enterprise Architect Portfolio Management will play a key role in planning and developing the enterprise architecture environment, ensuring alignment of technology with business needs. This position will 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 internal technology teams, partners, third-party vendors, and implementation partners to build a technology transformation program and create multi-year roadmaps to align enterprise-wide solutions with Fisher's priorities.

You will survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements.

This role reports 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.
  • 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.

Compensation:
$200,000 - $230,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance.

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, and opportunity to participate in our hybrid work from home program.

  • Portfolio Manager

    4 weeks ago

    Camas, Washington, United States Staffing in Motion Full time

    Job OpportunityAre you a financial professional seeking a new challenge? Do you have a passion for delivering exceptional client service? We are seeking a skilled Portfolio Counselor to join our team at Staffing in Motion.In this role, you will be responsible for managing short-term client relationships and converting warm leads into actual clients. You will...

  • Portfolio Counselor

    5 months ago

    Camas, United States Fisher Investments Full time

    Overview Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC)...

  • Portfolio Counselor

    1 month ago

    Camas, Washington, United States Fisher Investments Full time

    Unlock Your Potential as a Portfolio CounselorFisher Investments is seeking a talented Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will play a crucial role in welcoming and onboarding new clients, applying your financial planning expertise to contribute to our growth.Key Responsibilities:Partner with our sales...

  • Portfolio Counselor

    2 months ago

    Camas, WA, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Portfolio Counselor

    1 month ago

    Camas, WA, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Senior Implementation Manager

    4 weeks ago

    Camas, Washington, United States Tier4 Group Full time

    Senior Implementation Manager OpportunityCRIMS experience requiredLocation: HybridDirect Hire FTE OpportunitySalary: $190k-$220kRelocation AvailableKey Responsibilities:Lead critical support for order and execution managementCollaborate with Portfolio Engineering, Trading, and moreStrategize to improve operational efficiency and shape the future of our...

  • Civil Project Manager

    4 weeks ago

    Camas, United States JPJ Staffing Full time

    About the JobCivil Project ManagerRobertson & Olson Construction, Inc. is seeking a skilled Civil Project Manager to support our Camas, WA office and self-performed earthwork/utilities division. As a key member of our team, you will be responsible for managing multiple civil commercial projects, estimating, scheduling, buyout, and client relations. This...

  • IT Infrastructure Project Manager

    4 weeks ago

    Camas, United States Fisher Investments Full time

    Job Summary:As an IT Infrastructure Project Manager at Fisher Investments, you will be responsible for managing a full range of projects, including corporate or departmental projects and implementations. You will organize and complete projects, ensure adherence to deadlines, manage budgets, and oversee quality control. You will also coordinate the efforts of...

  • Vice President of Client Development

    1 month ago

    Camas, United States Staffing In Motion Full time

    Firm:Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences. Fee based discretionary managed platform that offers global portfolio management solutions. The Opportunity:Are you a financial...

  • Vice President of Client Development

    2 months ago

    Camas, United States Staffing In Motion Full time

    Firm:Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences. Fee based discretionary managed platform that offers global portfolio management solutions. The Opportunity:Are you a financial...

  • UK Investment Counsellor

    4 weeks ago

    Camas, Washington, United States Fisher Investments Full time

    About the RoleWe are seeking a highly skilled Investment Counsellor to join our team in the UK market. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients in the UK.Key ResponsibilitiesWork closely with our UK clients to understand their investment goals and...

  • Vice President of Investment Sales

    1 month ago

    Camas, United States Staffing In Motion Full time

    Large Portfolio Management firm with over $200 billion in assets under management This is an inside sales role with an Investment firm and the primary responsibilities are calling highnetworth leads that the firm provides scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm). The firm actively...

  • Cloud Infrastructure Strategist

    4 weeks ago

    Camas, United States Fisher Investments Full time

    OverviewFisher Investments is at the forefront of innovation, driving growth and excellence through cutting-edge technology. As an exciting opportunity to join our team emerges, we seek an experienced Cloud Infrastructure Strategist to spearhead our Azure-based cloud infrastructure. If you're passionate about architecting scalable and strategic solutions, we...

  • Private Client Adviser

    1 week ago

    Camas, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...

  • Financial Advisor

    1 month ago

    Camas, United States BrokerHunter Full time

    No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

  • Senior Financial Consultant

    1 week ago

    Camas, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Private Client Adviser – Inside Sales

    3 months ago

    camas, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...

  • Billing Financial Counselor

    1 week ago

    Camas, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Private Client Adviser

    1 week ago

    Camas, WA, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where...

  • Private Client Adviser

    2 months ago

    Camas, WA, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...