Fisher Investments - Camas, WA

posted 3 months ago

Full-time - Senior
Remote - Camas, WA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Enterprise Architect (Portfolio Management) at Fisher Investments plays a crucial role in shaping the enterprise architecture environment, focusing on the architecture and design of cloud platforms to support the Portfolio Management Group. This position is essential for running a large wealth management firm with a global presence. The architect will be responsible for planning portions of the enterprise architecture, developing architectural principles and standards, and ensuring that technology aligns with the firm's needs. As a technical expert, the Enterprise Architect will collaborate with internal technology teams, partners, third-party vendors, and implementation partners to build a technology transformation program and create multi-year roadmaps that align with Fisher's priorities. In this role, the architect will define and oversee adherence to enterprise architecture principles and standards across applications, infrastructure, and information security. They will lead the selection of important platforms, products, and vendors for programs across the enterprise, ensuring that the architecture of applications and systems, particularly cloud-based data and integration architecture for portfolio management, meets enterprise needs. The architect will also survey the technology landscape to identify systems and solutions that align with the firm's strategy, collaborating with executive leadership to recommend and implement appropriate technology solutions. The Enterprise Architect will function as a Subject Matter Expert (SME) to various teams, facilitating the optimization of current state architecture during the transformation to future state architecture. They will develop Proofs of Concept (POCs) to facilitate architectural decisions and provide guidance to implementation teams, supporting problem-solving with pragmatic architectures and implementation approaches. Tailoring presentations and conversations to the appropriate audience, whether business stakeholders, technical executives, or developers, is also a key aspect of this role.

Responsibilities

  • Define and oversee the adherence to enterprise architecture principles and standards across applications, infrastructure, and information security.
  • Lead the selection of important platforms (both cloud and on-premises), products, and vendors for programs across the enterprise.
  • Ensure the architecture of applications and systems is consistent 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 all applications and support activities.
  • Survey the technology landscape to identify systems and solutions that align with firm strategy and collaborate with executive leadership to recommend 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.

Requirements

  • 10+ years of experience in solution, technical, or business architecture roles.
  • 7+ years of experience leading solution or technical architecture teams.
  • 5+ years of architecture experience at 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 with Azure services and Salesforce.com.
  • Broad understanding of market and industry trends and architecture frameworks.
  • Highly 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 and problems into viable 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.

Benefits

  • 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 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
  • $10,000 fertility, hormonal health and family-forming benefit
  • Opportunity to participate in our hybrid work from home program, allowing up to 75 days per year based on tenure and performance eligibility.
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