This role will provide engineering leadership for integrations involving Canoe, Snowflake, Addepar, portfolio and client reporting platforms and related enterprise services. The position requires strong experience in highly regulated financial services environments, practical knowledge of asset management operating models, and the ability to design secure, resilient, observable, and maintainable platforms that support business transformation, automation, analytics, and operational efficiency. This role is expected to own both technical design and hands-on implementation. Successful candidates should enjoy solving engineering problems and contributing directly to production solutions.
The primary duties and responsibilities include but are not limited to:
Design, develop, test, and deploy integration patterns for Canoe, Snowflake, Addepar, portfolio management platforms, client advisory tools, reporting platforms, accounting and finance systems, and external vendor ecosystems.
Partner with product owners, business stakeholders, engineers, data teams, security, infrastructure, and vendors to translate business strategy into practical technology delivery roadmaps.
Establish technical standards for API design, service decomposition, data contracts, authentication, authorization, monitoring, logging, resiliency, and lifecycle management.
Lead an engineering workstream through system design, enhancements, integration delivery, testing, release planning, and production support transition.
Support and enhance systems in a highly regulated financial environment, including controls for data quality, privacy, security, auditability, and operational resilience.
Provide technical leadership for integrations that automate alternative investment document collection, data extraction, data normalization, downstream reporting, and operational workflows.
Advance Snowflake-centered data integration patterns, including secure data ingestion, transformation, sharing, consumption, governance, and integration with analytics and reporting platforms.
Lead technical design reviews, technical risk assessments, vendor design reviews, proof-of-concept evaluations, implementation sequencing, and change-management activities.
Ensure compliance with applicable financial, operational, data, security, and regulatory standards, including SOX, AML/KYC, SEC/FINRA expectations where relevant to platform scope.
Required Qualifications
Bachelor’s degree in Information Systems, Information Technology, Computer Science, Engineering, or related field; equivalent practical experience may be considered.
10+ years of software engineering, integration engineering, application development or hands-on solution design experience supporting financial systems and wealth or asset management platforms.
5+ years of experience in wealth management, asset management, investment operations, portfolio management, or adjacent financial services environments.
5+ years of technical leadership experience leading architects, engineers, analysts, delivery teams, or cross-functional technical workstreams.
Demonstrated hands-on experience designing and delivering API integrations, microservices, middleware solutions, data services, and integration patterns.
Experience translating business strategy, operating model needs, and regulatory requirements into scalable integration solutions and production-ready implementations.
Experience supporting enterprise platforms in a production environment, including release planning, regression testing, incident response, operational support, and vendor coordination.
Working knowledge of asset management workflows, including portfolio data, client reporting, trading or investment operations, performance analytics, alternative investments, and financial reporting.
Experience working with data platforms, data warehouses, SQL, data modeling concepts, data quality controls, and system-to-system data flows.
Excellent communication, documentation, organizational, stakeholder management, and team development skills.
Ability to perform in a fast-paced environment with multiple priorities, competing deadlines, and high expectations for quality and reliability.
Ability to work in a Brown Advisory’s office three days per week. Baltimore location strongly preferred
Desired Qualifications
Deep expertise in application development, integration design, integration engineering, and secure service design.
Hands-on experience with Canoe or comparable alternative investment document automation, data extraction, and data management platforms.
Hands-on experience with Snowflake, including ingestion patterns, data sharing, warehouse design, governance, security, and integration with analytics or reporting tools.
Experience with portfolio management systems, client advisory tools, client portals, trading systems, performance analytics, portfolio accounting, and client reporting platforms.
Knowledge of GL structures, portfolio accounting, investment data domains, financial reporting, reconciliation, compliance, and audit requirements.
Experience with cloud platforms such as AWS or Azure, containerization, serverless patterns, API gateways, service meshes, orchestration, and modern DevOps practices.
Experience with REST, GraphQL, message queues, event streaming, ETL/ELT, file-based integrations, webhooks, batch processing, and third-party platform APIs.
Familiarity with AI, machine learning, predictive analytics, robotic process automation, document intelligence, and intelligent workflow automation.
Intermediate to advanced SQL knowledge and experience using data analysis to validate integration quality, troubleshoot production issues, and support business decision-making.
Experience with Agile delivery methods, architecture review boards, change-management processes, SDLC controls, and vendor management.
Experience designing systems with observability, resiliency, disaster recovery, secure secrets management, role-based access, and data lineage considerations.
Technical and Business Level Competencies
API strategy, middleware integrations, microservices, and event-driven architecture
Canoe platform integrations and alternative investment data automation
Addepar platform integrations
Snowflake and modern cloud data platform architecture; Addepar Data Exchange (ADX) experience is a plus
Cloud technologies, including Azure and AWS
Secure software architecture, identity and access management, encryption, logging, monitoring, and operational resilience
System security, audit, and financial regulatory compliance, including SOX, AML/KYC, SEC/FINRA, and related financial services controls
Wealth and asset management workflows, including portfolio management, investment operations, client reporting, advisory processes, and financial planning
Portfolio analytics, performance reporting, financial reporting, and data governance
Vendor platform integration, technical due diligence, solution evaluation, and implementation planning
Agile delivery, architecture governance, documentation, technical mentorship, and cross-functional stakeholder engagement
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $137.5K–$182.5K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
MA Salary: $151.25K–$200.75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
DC Salary: $151.25K–$200.75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
NY Salary: $165K–$219K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
