Enterprise Architect (Portfolio Management)

$200,000 - $230,000/Yr

Fisher Investments - Sandy, OR

Full-time - Senior

Remote - Sandy, OR

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Enterprise Architect (Portfolio Management) at Fisher Investments is responsible for planning and developing the enterprise architecture environment, focusing on cloud platforms to support the Portfolio Management Group. This role involves collaborating with internal technology teams, third-party vendors, and implementation partners to align technology solutions with the firm's strategic priorities. The architect will lead the selection of platforms, ensure adherence to architectural principles, and guide the evolution of the technology landscape to meet future capabilities and requirements.

Responsibilities

• Define and oversee adherence to enterprise architecture principles and standards across applications, infrastructure, and information security.
• Lead the selection of important platforms (cloud and on-premises), products, and vendors for enterprise programs.
• Ensure application and system architecture aligns with enterprise needs, particularly for cloud-based data and integration architecture for portfolio management.
• Evaluate current technology solutions and plan, design, and coordinate multi-year roadmaps for applications and support activities.
• Survey the technology landscape to identify systems and solutions that align with firm strategy and collaborate with executive leadership for implementation.
• Act as a Subject Matter Expert (SME) to various teams including Technology Business Services, Infrastructure and Operations, and Information Security.
• Facilitate optimization of current state architecture during the transformation to future state architecture.
• Develop Proofs of Concept (POCs) to support architectural decisions and guide implementation teams.
• Support problem-solving with pragmatic architectures and implementation approaches.
• Tailor presentations and conversations to various audiences including business stakeholders and technical executives.

Requirements

• 10+ years of experience in solution/technical/business architecture roles.
• 7+ years of experience leading solution/technical architecture teams.
• 5+ years of architecture experience in a large wealth management or asset management firm.
• Strong knowledge of wealth management and portfolio management concepts, data domains, and workflows.
• High-level understanding of multiple order management and portfolio accounting platforms.
• Experience with application, data, integration, security, and technology platform architectures, particularly Azure services and Salesforce.com.
• Broad understanding of market/industry trends and architecture frameworks.
• Advanced ability to investigate and analyze issues to resolution.
• Experience implementing multiple complex enterprise-level changes simultaneously.
• Proven experience leading, mentoring, and developing employees.
• Expertise in translating enterprise needs into viable solutions.
• Strong decision-making, conflict resolution, and negotiation skills.
• Bachelor's degree in information systems or related technical field or equivalent experience.

Nice-to-haves

• Experience with cloud-based architecture and integration solutions.
• Familiarity with regulatory requirements in wealth management.

Benefits

• 100% paid medical, dental, and vision premiums for employees and qualifying dependents.
• 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays.
• Family Support programs including 8 weeks of Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance.
• $10,000 fertility, hormonal health, and family-forming benefit.
• Opportunity to participate in a hybrid work from home program, allowing up to 75 days per year based on tenure and performance.