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Fisher Investments
Plano, TX | Full Time
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Senior Solutions Architect - Portfolio Management Group
$116k-147k (estimate)
Full Time | Investment Management 2 Months Ago
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Fisher Investments is Hiring a Senior Solutions Architect - Portfolio Management Group Near Plano, TX

Overview

It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress.

The Opportunity:

The Senior Solution Architect plans the architecture and solution design for Portfolio Management Group (PMG) Technology while being a steward for architectural principles and standards. You will assess holistic PMG workflows and technology solutions and plan, design, and coordinate multi-year roadmaps for PMG and integrated systems and their support activities. You will apply and articulate enterprise architecture principles and standards to their systems and explain them within their group.

You will help align department-wide solutions to Fisher's enterprise priorities and architecture design. You have a strong background in Wealth Management & Portfolio Management concepts including Front, Middle and Back office workflows and how technology is used in those areas. You will survey the technology landscape to identify solutions and systems to support the goals and evolution of the supported business groups. The Senior Solution Architect ensures proposed system initiatives align with the future strategic position. You will report to the Vice President of PMG Technology Services.

The Day-to-Day:

  • Ensure the architecture of applications and systems (e.g., Charles River, SS&C GWP) are consistent with our needs and ascertains how application solutions are used to meet those needs
  • Lead large Technology and business teams to evaluate current technology solutions, plan, design, and coordinate multi-year roadmaps for all applications
  • Work directly with the Enterprise Architecture group and executive leadership to identify, recommend, implement, and maintain appropriate technology solutions
  • Lead and facilitate solution / technical architecture review sessions and work to mitigate risks communicated during sessions
  • Facilitate optimization of current state architecture with digital solutions, RPA, and automation
  • Be a technical expert addressing problems relating to systems integration, compatibility, and multiple platform integration
  • Work with the application solutions delivery teams in the development of services, components, standards, and frameworks required to support business strategy

Your Qualifications:

  • Minimum of 7 years of experience as a technical leader
  • Experience with software architecture design and deep understanding of architectural tradeoffs
  • 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 Azure Cloud, distributed systems and microservice architectures
  • Expert level understanding of data distribution strategies
  • Bachelor of Science or equivalent in Computer Science or related field

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 (*17 days of PTO and 3 days of sick time for California employees)
  • 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. 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

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$116k-147k (estimate)

POST DATE

03/21/2024

EXPIRATION DATE

05/07/2024

WEBSITE

fisherinvestments.com

HEADQUARTERS

CAMAS, WA

SIZE

1,000 - 3,000

FOUNDED

2000

TYPE

Private

CEO

KENNETH L FISHER

REVENUE

$500M - $1B

INDUSTRY

Investment Management

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About Fisher Investments

Fisher Investment provides a financial services, portfolio management, investment advice and retirement planning services.

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