Solutions Architect (Product)

As a Solutions Architect, you will be a vital part of the product organization where you will design and oversee the technical implementation of our front-end, API, and back-end service based products into our clients' operational ecosystems. This role requires a strong technical acumen and the ability to understand and analyze esoteric financial processes that take place between financial firms. We are seeking critical thinkers with strong problem-solving skills who can take a holistic approach to align our products with the unique needs of introducing broker-dealers, RIAs, and other financial partners.

Duties/Responsibilities:

• Design, oversee, and deliver product solutions through API integrations and backend services to drive customer experiences.
• Collaborate with cross-functional teams (Sales, Engineering, Compliance, Design, and Operations) to ensure technical feature implementations fit customers’ needs, and the company's product vision.
• Design the technical solutions that meet business and design requirements through product requirement documentation for engineering teams.
• Engage directly with SaaS clients post-sale to understand their technical operations and business requirements, leading their implementation journey and ensuring successful adoption of the company's technology, while identifying opportunities for product innovation.
• Drive innovative product solutions from ideation through development and client delivery, while taking full ownership of deliverables and outcomes.
• Develop in-depth expertise in our technology stack, focusing on products for brokerage, advisory, and SaaS clients, with an emphasis on full product lifecycle management and user experience.
• Act as a key technical resource for both clients and internal teams, translating complex requirements into executable solutions.
• Provide holistic problem-solving that considers the entire operational context of brokerage, advisory, and banking.

Required Skills & Abilities:

• Good understanding of cloud infrastructure and microservices-based backend environments.
• Familiar with brokerage and advisory business functions within the retail investor space.
• Ability to identify and consider nuanced operational and regulatory requirements when developing product solutions.
• Demonstrated ability to take full ownership of solutions, including testing, documentation, and ongoing support.
• Strong command over Atlassian products (Confluence/Jira)
• Very strong communication skills, both written and verbal, with the ability to present technical concepts clearly to diverse audiences, from technical teams, operations, to c-suite executives.
• Familiarity with DevOps, CI/CD processes, and monitoring tools is a plus.
• Good understanding of the rules and regulations that govern the financial services space; FINRA and SEC in particular.

*Working Environment: Hybrid Role preferred (3x per week, days flexible) *

Qualifications

• Bachelor's degree in Computer Science, Computer Information Systems, Management Information Systems, Finance, or a related field (or equivalent work experience) required.
• 5+ years of prior work experience
• Proven experience working in a SaaS product-driven environment, contributing to both technical implementation and strategic product development.
• Proven experience in architecting, developing, and implementing solutions that leverage REST APIs and event message systems, with an emphasis on full product lifecycle integration and client-centric innovation.
• Experience in financial services technology, including brokerage, advisory, and banking operations, is required.

As a Solutions Architect, your contributions will have a direct impact on the success of our clients and the evolution of our product offerings.

We are a proud to be an Affirmative Action Equal Opportunity Employer and is committed to building an inclusive environment for people of all backgrounds. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, expression, or any other status protected by law.