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Optimize Wealth Management Jobs in Georgia (NOW HIRING)

Pwc

Asset & Wealth Management Tax Director

Atlanta, GA · On-site

$150K - $438K/yr

... optimize their tax positions. Within our Tax practice, you will focus on validating clients ... wealth management clients - Overseeing the preparation and filing of tax returns, confirming ...

Mannyfesting Miracles LLC

Senior Advisor

Buckhead, GA · On-site

$134K - $135K/yr

Manage and deepen existing HNW client relationships while driving organic practice growth through referrals and networking. * Utilize advanced wealth tech and AI tools to optimize workflow, analyze ...

New

NACBA

Portfolio Manager

Atlanta, GA · On-site

$100 - $170/hr

... wealth management firm founded in 1996. We serve high-net-worth individuals and families through ... monitor, and optimize portfolios aligned with client objectives, risk tolerance, and market ...

New

CFA Institute

Portfolio Manager

Atlanta, GA · On-site

$110 - $160/hr

... wealth management firm founded in 1996. We serve high-net-worth individuals and families through ... monitor, and optimize portfolios aligned with client objectives, risk tolerance, and market ...

New

Osaic

Manager, Advisor Experience

Atlanta, GA · Hybrid

$100K - $120K/yr

... wealth management. At Osaic, we believe every interaction matters. In this role, you'll be the ... Design and optimize experiences that reduce friction and elevate satisfaction. * Collaborate across ...

Osaic

Manager, Advisor Experience

Atlanta, GA · On-site

$100K - $120K/yr

... wealth management. At Osaic, we believe every interaction matters. In this role, you'll be the ... Design and optimize experiences that reduce friction and elevate satisfaction. * Collaborate across ...

Osaic

Manager, Advisor Experience

Atlanta, GA · Hybrid

$100K - $120K/yr

... in wealth management At Osaic, we believe every interaction matters. In this role, you'll be the ... Design and optimize experiences that reduce friction and elevate satisfaction. Collaborate across ...

Osaic

Manager, Advisor Experience

Atlanta, GA · Hybrid

$100K - $120K/yr

... wealth management. At Osaic, we believe every interaction matters. In this role, you'll be the ... Design and optimize experiences that reduce friction and elevate satisfaction. * Collaborate across ...

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Optimize Wealth Management information

What is the difference between Optimize Wealth Management vs Financial Advisor?

AspectOptimize Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 certifications common
Work EnvironmentPrivate firms, wealth management firms, banksIndependent or firm-based, financial planning firms
Industry UsageUsed in wealth management and investment firmsCommon across financial planning and investment sectors

Optimize Wealth Management and Financial Advisor roles share similar credentials and work environments, focusing on client financial planning and investment strategies. However, Optimize Wealth Management often emphasizes comprehensive wealth strategies, including estate and tax planning, while Financial Advisors may focus more on investment products and portfolio management. Both roles serve clients seeking financial growth and security, but their scope and specialization can differ based on firm services and client needs.

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Wealth Management & Trust Domain Enterprise Architect

Synovus

Atlanta, GA • On-site

$65.50 - $84.50/hr

Full-time

Posted 18 days ago

Key responsibilities

  • Define and lead the Wealth Management and Trust domain architecture strategy, creating and maintaining multi-year technology roadmaps.

  • Develop and govern current-state, target-state, and transition architectures across various domains.

  • Partner with stakeholders to ensure technology solutions align with enterprise standards and support business capabilities.

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

13th of 175 rated banks

Job description

Job Summary:
The Wealth Management & Trust Domain Enterprise Architect serves as the strategic technology and architecture advisor for Pinnacle's Wealth Management and Trust business. This role is accountable for translating business strategy into technology capabilities, architecture roadmaps, investment priorities, and modernization initiatives that support growth, client experience, regulatory compliance, operational resiliency, and long-term business value.
The Domain Enterprise Architect owns the Wealth Management and Trust architecture roadmap, business capability model, technology portfolio strategy, future-state architecture vision, and governance processes. This role partners with executive leadership, business stakeholders, product management, engineering teams, and risk organizations to optimize technology investments, reduce complexity and technical debt, improve technology resiliency, and enable scalable business growth.
Job Duties and Responsibilities:
Enterprise Architecture Strategy & Roadmap
  • Define and lead the Wealth Management and Trust domain architecture strategy, creating and maintaining multi-year technology roadmaps aligned with business objectives, enterprise architecture principles, risk requirements, and regulatory obligations.
  • Develop and govern current-state, target-state, and transition architectures across business, data, application, integration, and technology domains.
  • Develop and maintain Wealth Management and Trust business capability maps and support of technology portfolios.
  • Identify capability gaps, technology redundancies, technical debt, and modernization opportunities across the Wealth Management ecosystem.
  • Represent Wealth Management and Trust interests within enterprise architecture governance processes, including oversight through the Pinnacle Architecture Review Council (PARC), standards management, exception reviews, and architecture compliance activities.
  • Ensure technology solutions align with enterprise reference architectures, security standards, data governance principles, risk management frameworks, and technology lifecycle policies.

Wealth Management & Trust Domain Leadership
  • Serve as the strategic architecture leader for Wealth Management and Trust platforms, products, services, fiduciary operations, investment management functions, and client engagement capabilities.
  • Ensure architecture decisions support evolving wealth management, trust administration, fiduciary, brokerage, regulatory, and investment product requirements.
  • Promote platform rationalization, service reuse, application modernization, and technology simplification to reduce operational risk and improve business agility.
  • Partner with business and technology leaders to define future-state operating models and capability evolution strategies.

Innovation & Emerging Technologies
  • Evaluate emerging technologies, including artificial intelligence, automation, advanced analytics, and digital capabilities, for applicability within the Wealth Management and Trust domain.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: Bachelor's Degree in Computer Science, Information Systems, or other related field or an equivalent combination of education and experience.
Minimum Experience:
  • Demonstrate a servant leadership mindset that fosters innovation, collaboration, accountability, and continuous improvement.
  • Possess strong technical, business, and industry knowledge and serve as a trusted advisor to business and technology leaders.
  • Effectively influence decision-making and build alignment among diverse stakeholder groups.
  • Encourage creative thinking and diverse approaches to solving complex business and technology challenges.
  • Drive results through collaboration, ownership, accountability, and strategic execution.
  • Simplify complex business and technical concepts to ensure stakeholders can understand, contribute, and make informed decisions.
  • Maintain expertise in industry trends, emerging technologies, architecture practices, and financial services capabilities.
  • Build commitment and consensus across teams while balancing competing priorities and objectives.
  • Demonstrate strong executive presence and communication skills, including written, verbal, and presentation capabilities.
  • Exhibit sound judgment and decision-making in complex, ambiguous, and rapidly evolving environments.

Required Knowledge, Skills & Abilities:
  • Excellent verbal, written, presentation, facilitation, and stakeholder management skills.
  • Strong analytical, strategic thinking, and problem-solving abilities with exceptional attention to detail.
  • Ability to work independently and collaboratively while managing multiple priorities and competing demands.
  • Strong client service orientation and relationship management skills.
  • Ability to effectively communicate with executive leadership, business stakeholders, and technical teams.

The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use manual dexterity, communicate verbally, maintain visual acuity, perform repetitive motion activities, and hear effectively. Extended periods of concentration may be required. Additional activities may include bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.

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