Responsibilities
- Support the definition of the target technology architecture for the prime brokerage platform, covering order management, securities finance, margin and collateral management, client reporting, and risk
- Produce solution design documentation, data flow diagrams, integration specifications, and API contracts
- Help to establish architecture standards and design patterns for use across all technology workstreams within the program
- Drive cloud-native, AI-native, and API-first design principles across new platform components
- Support the build vs. buy analysis for each platform layer and present vendor recommendations with supporting rationale, where appropriate
- Assess the bank's existing infrastructure, including OMS, clearing, custody, and risk systems, for suitability within a prime brokerage operating model
- Design integration and migration strategies that extend existing platforms where appropriate rather than replacing them unnecessarily
- Identify technical debt and control gaps that would create operational or regulatory exposure in a live PB environment
- Lead the API enablement of legacy systems to support real-time data consumption by new PB components
- Ensure that existing business lines are not disrupted during the transition period
- Support the evaluation and selection of third-party platforms across the PB technology stack, including: - Securities finance: EquiLend, Pirum - Margin and collateral: CloudMargin, Imagine Software, Cassini - Client reporting: Arcesium, Enfusion - Order management and execution: Broadridge, ION, FIX connectivity - Data infrastructure: Snowflake, Databricks, Bloomberg B-PIPE
- Hold vendors accountable to integration and technical commitments throughout deliver
- Work alongside program management to sequence delivery across parallel workstreams with dependencies
- Lead a mixed team of internal engineers, bank architects, and external implementation partners
- Provide technical oversight across delivery teams to ensure consistency with the agreed architecture
- Serve as the primary escalation point for technical blockers, integration issues, and design conflicts
- Contribute to program-level risk management by surfacing technology risks early and proposing mitigations
- Communicate architecture decisions and program status clearly to senior business and technology leadership, including CTO, COO, and Head of Prime Brokerage
- Work closely with the Prime Brokerage business team to ensure the technology roadmap reflects commercial priorities and client requirements
- Engage with Risk, Compliance, and Internal Audit to ensure the architecture satisfies regulatory and control expectations
- Represent the technology program in discussions with prospective clients where architecture credibility is required
Requirements
- Proven experience as a Solutions Architect or similar role in a financial services or banking environment
- Deep understanding of prime brokerage operations, including equities, ETFs, and US Treasuries
- Experience building technology platforms from the ground up within existing bank infrastructure
- Demonstrated expertise in platform architecture, integration design, and system modernization
- Strong experience with cloud-native and API-first design principles
- Hands-on experience with vendor evaluation and integration in financial technology environments
- Ability to lead technical delivery across mixed teams of internal and external resources
- Track record of delivering complex technology programs with real accountability
- Experience working with systems such as OMS, clearing, custody, risk, margin and collateral management, and client reporting
- Strong communication skills with ability to present to senior leadership and non-technical stakeholders
Nice to Have
- Familiarity with specific platforms such as EquiLend, Pirum, CloudMargin, Imagine Software, Cassini, Arcesium, Enfusion, Broadridge, ION, Snowflake, Databricks, and Bloomberg B-PIPE
- Experience with AI-native system design
- Prior work in supporting long/short equity, equity market neutral, and macro hedge fund strategies
