Who We Are:
We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.
Summary:
Wealthspire is seeking a highly skilled Enterprise Architect to define, govern, and evolve the firm’s enterprise technology architecture across infrastructure, cloud, applications, data, and end-user platforms. This role is responsible for ensuring technology investments are aligned with business strategy, security requirements, and regulatory obligations while enabling scalability, resilience, and operational excellence.
The Enterprise Architect will serve as a strategic and technical leader, partnering closely with Infrastructure & IT Operations, Cybersecurity, Application Development, Data, and Business stakeholders. This role plays a critical part in supporting platform modernization, cloud adoption, and carve-outs, integrations, and future M&A activity, ensuring consistent architectural standards and repeatable outcomes across the enterprise.
Key Responsibilities:
Enterprise Architecture Strategy & Governance
- Define and maintain enterprise architecture domains covering infrastructure, cloud, applications, data, identity, and end-user computing.
- Establish and enforce architecture vision, principles, reference architectures, and technology standards.
- Maintain multi-year architecture roadmaps aligned to business strategy, priorities, and regulatory needs.
- Align business and technology execution through clear architectural standards and governance.
- Lead architecture review boards and design governance processes.
Solution & Platform Architecture
- Guide the design of scalable, secure, and resilient integrated solutions spanning Microsoft Azure, Microsoft 365, identity, networking, and security platforms.
- Ensure consistency and interoperability across infrastructure, application, and data platforms.
- Provide architectural guidance and review for major initiatives, platforms, and vendor selections.
- Evaluate new technologies and platforms for strategic fit, risk, and value.
- Support vendor and product selection with architectural due diligence.
Infrastructure, Cloud & Workplace Alignment
- Partner with Infrastructure, Security, Application, and IT Operations to align enterprise architecture with operational realities.
- Ensure cloud, network, endpoint, and collaboration platforms adhere to architectural standards.
- Balance long-term strategic direction with practical, hands-on guidance for delivery teams.
- Support modernization initiatives including cloud-first, automation, and platform consolidation.
Carve-Outs, Integrations & M&A
- Lead enterprise architecture planning for carve-outs, separations, acquisitions, divestitures, and integrations.
- Develop repeatable architecture patterns and playbooks to support rapid, secure transitions.
- Ensure data integrity, identity alignment, and platform separation or integration as required.
- Minimize disruption while maintaining audit readiness and security posture.
Security, Risk & Compliance
- Partner closely with Cybersecurity to embed secure-by-design principles across all architectures.
- Ensure solutions align with regulatory and compliance frameworks (SOC 2, ISO 27001, SEC, NYDFS).
- Support risk assessments, architecture threat modeling, and compliance audits.
- Leadership & Advisory
- Serve as a trusted advisor to technology and business leaders on enterprise design decisions.
- Participate in day-to-day technology operations and vendor relationships.
Qualifications:
- 10–15+ years of experience in enterprise architecture, infrastructure architecture, or senior technology leadership roles.
- Proven experience defining and governing enterprise-scale architecture in regulated environments.
- Strong understanding of Microsoft-centric ecosystems (Azure, M365, Entra ID, networking, endpoint platforms).
- Experience supporting M&A, carve-outs, or complex organizational transformations.
- Ability to translate business strategy into actionable technology roadmaps.
- Strong communication and stakeholder engagement skills, including executive-level discussions.
- Bachelor’s degree in Computer Science, Engineering, or equivalent practical experience.
- Architecture certifications (e.g., TOGAF, Azure Solutions Architect) are a plus.
What Makes This Role Unique
- Opportunity to shape the enterprise-wide technology architecture of a growing wealth management firm.
- High-visibility role with direct impact on business strategy, security, and operational resilience.
- Close collaboration with Infrastructure, Security, and Business leadership.
- Culture focused on thoughtful growth, disciplined execution, and long-term value.
- Hybrid work environment with flexibility and strong career growth opportunities.
What We Offer:
Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $130,000 –$163,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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