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For Companies At a Glance
- Tasks: Design and deliver innovative tech solutions for wealth management clients.
- Company: Join a rapidly growing boutique consultancy specializing in WealthTech.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of a team that simplifies technology to drive client success.
- Qualifications: Experience in WealthTech and technology transformation projects is essential.
- Other info: Work closely with industry experts and FTSE 100/250 clients.
The predicted salary is between 43200 - 72000 £ per year.
WealthTech Solutions Architect
Our client is a Boutique consultancy that’s doubled in the past year and has aggressive plans for 2025. This UK-based firm helps wealth management businesses optimize their technology. With expertise across the core WeathTech platforms, they deliver solutions in CRM systems, data migrations, client portals, reporting, and training. Led by industry experts, they focus on simplifying technology to drive efficiency and success for their clients.
They seek a WealthTech SME with extensive experience in delivering cutting-edge technology solutions for FTSE 100/250 clients and multi-family offices. The ideal candidate will have experience across the full lifecycle of technology transformation projects, including Portfolio Management Systems (PMS) , Order Management Systems (OMS) , and Customer Relationship Management (CRM) platforms. The role will see you working closely with the customers to make recommendations and design solutions, so experience within the WeathTech space is key for this role.
Core Competencies:
- Architecture & Design: Proficient in crafting High-Level Design (HLD), Low-Level Design (LLD), Reference Architectures, and Strategic Roadmaps tailored to the unique needs of the wealth management sector.
- Target Operating Model (TOM) Design: Skilled in aligning technology solutions with business objectives, enabling scalable and future-ready operations.
- Stakeholder Engagement: Adept at rapidly understanding and communicating complex technical concepts to board-level leaders and their teams, ensuring clarity and alignment across all project phases.
- Cost & Benefits Analysis: Experienced in leading cost estimation and supporting the development of detailed planning and benefits realization frameworks to maximize ROI on technology investments.
Technology Expertise:
- Hands-on experience with leading WealthTech SaaS platforms.
- In-depth understanding of SaaS integration and implementation strategies for wealth management ecosystems.
Please apply or contact us for further details.
Solution Architect - WealthTech employer: Sentinel
Contact Detail:
Sentinel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Solution Architect - WealthTech
✨Tip Number 1
Make sure to showcase your experience with WealthTech platforms during networking events or industry meetups. Engaging with professionals in the field can help you gain insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and technologies in the WealthTech space. Being knowledgeable about recent advancements will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Consider reaching out to current employees at the consultancy for informational interviews. This can provide you with valuable insider knowledge about the company culture and expectations for the role.
✨Tip Number 4
Prepare to discuss specific case studies or projects where you've successfully implemented technology solutions in wealth management. Real-world examples will demonstrate your expertise and problem-solving skills effectively.
We think you need these skills to ace Solution Architect - WealthTech
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key competencies required for the WealthTech Solutions Architect position. Highlight your relevant experience in technology transformation projects, especially in Portfolio Management Systems, Order Management Systems, and CRM platforms.
Tailor Your CV: Customize your CV to reflect your expertise in WealthTech and your experience with FTSE 100/250 clients. Emphasize your skills in architecture and design, stakeholder engagement, and cost-benefit analysis, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for WealthTech and your ability to simplify technology for clients. Use specific examples from your past experiences to demonstrate how you have successfully delivered technology solutions in the wealth management sector.
Highlight Relevant Projects: In your application, mention specific projects where you have designed technology solutions or engaged with stakeholders at a high level. This will help illustrate your hands-on experience with leading WealthTech SaaS platforms and your understanding of integration strategies.
How to prepare for a job interview at Sentinel
✨Showcase Your WealthTech Expertise
Make sure to highlight your experience in the WealthTech space, especially with Portfolio Management Systems (PMS), Order Management Systems (OMS), and CRM platforms. Be prepared to discuss specific projects where you delivered technology solutions for FTSE 100/250 clients.
✨Demonstrate Your Design Skills
Be ready to talk about your proficiency in crafting High-Level Designs (HLD) and Low-Level Designs (LLD). Share examples of how you've tailored these designs to meet the unique needs of wealth management businesses.
✨Engage with Stakeholders
Prepare to discuss your approach to stakeholder engagement. Highlight instances where you effectively communicated complex technical concepts to board-level leaders and ensured alignment throughout project phases.
✨Discuss Cost & Benefits Analysis
Be equipped to explain your experience in leading cost estimation and developing planning frameworks. Discuss how you've maximized ROI on technology investments in previous roles, as this is crucial for the consultancy's objectives.
