"Alerted.org

Business Architect, Advisory Tech Strategy

Tempe, AZ

**Type:** Permanent

**Category:** Business Analysis

**Industry:** Financial Services

**Reference ID:** JN -012026-105006

**Date Posted:** 01/12/2026

**Shortcut:** http://careers.eliassen.com/IlFSmG

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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).

_Recruitment Transparency Notice_

_Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (_** **[email protected]_** **_, 781-808-2924) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group’s use of these tools, including AI tools, as part of the application and hiring process._

_Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range._

_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_ [email protected]_ _._

_About Eliassen Group:_

_Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate._

_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._

_Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!_