- Partner with Business, Data & Systems, and Operations to set priorities and deliver work for technical and business stakeholders like our advisors.
- Set Technical Direction and Modernize the Platform
- Set technical direction for the tools data team, advisors, and other business user rely on, including SQL databases, custodian data synchronization, and other downstream advisor systems.
Modernize our integration platform and patterns, partnering with the Cloud & Platform Engineer on CI/CD, infrastructure as code, and deployment automation.
- Make build-versus-buy calls and clearly explain the tradeoffs to technical and business partners.
- Stay Hands-On Where It Matters
- Write code and contribute directly to architecture, complex problem solving, and key builds.
Simplify systems, reduce technical debt, and improve reliability and security.
- Build with security, data protection, and recordkeeping in mind. We’re a registered investment adviser, so these requirements shape how we design and ship.
- What You Bring:
- 8+ years of software engineering experience, including 3+ years in technical leadership.
Strong hands-on depth in Python, JavaScript/TypeScript, and cloud-native services.
Experience building integrations with APIs, event-driven architecture, and ETL/ELT patterns.
Hands-on cloud experience. Azure is preferred since we’re aligned with Microsoft 365, but AWS or GCP is also relevant.
Experience leading small teams in shared-service environments that support multiple internal customers and competing priorities.
Clear communicator who can explain tradeoffs to technical and business partners and make sound decisions when requirements aren’t fully defined.
Nice to have: Salesforce experience (Financial Services Cloud, Apex, or integrations) or AI-enabled application work (LLM integrations, retrieval-augmented generation, or agent frameworks).
- This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
- The Opportunity:
- Build a modern engineering function on a strong foundation
Direct influence on AI, automation, and digital worker initiatives
Hands-on technical leadership with executive visibility
Greenfield to shape engineering practices, standards, and culture
- Strong growth runway as the function scales
- Compensation:
- Targeted base salary range is $150,000 - $175,000 per year.
Ownership & Financial Wellbeing
Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members
Time & Flexibility
Minimum 3 weeks PTO starting Day 1
Winter Break, Summer Friday flex-days, and 10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
Growth & Development
100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend
Connection & Community
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
Family & Milestones
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
