Business Architect, Advisory Tech Strategy
Tempe, AZ
Category: Business Analysis
Industry: Financial Services
Reference ID: JN -012026-105006
Date Posted: 01/12/2026
Shortcut: http://careers.eliassen.com/IlFSmG
Description:
Hybrid Monday - Thursday onsite in Tempe, AZ
Our client offers industry-leading wealth management platforms for independent professionals nationwide. The organization emphasizes an innovative culture and delivers scalable technology, services, and resources that support advisors and clients. The Business Architect will help shape advisor technology strategy by bridging business needs with interoperable systems and vendor integrations that support growth and client outcomes.
This is a full-time, permanent opportunity, offering a competitive salary and comprehensive benefits package. Qualified applicants must be willing and able to work on a w2 basis.
Salary: $120,000 - $125,000/ yr. w2
Responsibilities:
Responsibilities
- Map and manage dependencies across the advisor technology ecosystem.
- Define vendor integration requirements for workflows and ensure interoperability with internal and external systems.
- Develop onboarding strategies for new firms and optimize processes for existing affiliates.
- Establish historical data conversion strategies.
- Define and document a multi-year advisor technology roadmap aligned to business priorities.
- Partner with technical and business leadership to ensure technology investments drive advisor growth, compliance, and client engagement.
- Evaluate technology approaches for total cost of ownership.
- Collaborate with leadership and affiliated executives to align technology with advisor needs.
- Facilitate working sessions to gather requirements and improve integrations across vendors and within the Digital Technology stack.
- Communicate roadmap progress and vendor evaluations to stakeholders.
- Define and implement a roadmap for migrating acquired firms onto the preferred technology stack, including CRM, portfolio management, planning tools, and data platforms.
- Oversee interoperability and security standards across systems to ensure compliance and scalability.
- Lead technical design sessions and coordinate API integrations, data migrations, and platform rationalization.
- Evaluate and select best-in-class vendors to support a unified ecosystem.
- Negotiate contracts, manage vendor performance, and enforce governance standards.
- Drive vendor optimization initiatives to reduce complexity and improve ROI.
- Partner with M&A, Operations, Compliance, and Technology teams to align integration plans with business objectives.
- Communicate technical strategy and progress to senior stakeholders and executive leadership.
- Provide guidance and mentorship to technical consultants and project teams.
Experience Requirements:
Experience Requirements
- 3+ years of industry experience with focus on technical M&A, due diligence, and integration.
- Proven track record in vendor technology evaluation, contract negotiation, and multi-system integration.
- Expertise with CRM, portfolio accounting, financial planning platforms, and API integration frameworks.
- Strong project management and stakeholder engagement capabilities.
- Deep understanding of cybersecurity, data migration, and infrastructure design.
- Proficiency with Jira, Confluence, and integration tools.
Education Requirements:
Education Requirements
- Bachelor’s degree in Business, Finance, Technology, or related field.
- MBA (preferred).
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact InfoSec@eliassen.com.
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Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Eliassen Group’s Affirmative Action Plan (AAP) is available for inspection by any employee or applicant for employment upon request, during normal business hours of Monday through Friday, 8:30am to 5:30pm EST. Interested persons should contact Phaedra Wells at pwells@eliassen.com for assistance. It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Applicants with disabilities that believe they require an accommodation or assistance with a position, please email our HR team at hradmin@eliassen.com. This email inbox is designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Emails sent for other purposes will not receive a response.
Please be advised that a number of fraudulent job postings have been released under the Eliassen Group brand.
Unfortunately, fraudulent job postings can happen. If anyone reaches out to you about an open position connected with Eliassen Group, never provide personal or financial information to anyone who is not clearly associated with Eliassen Group
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