About the Job

Why Investor Experience Technology?

Investors, the end-clients of financial advisors, are demanding personalized experiences tailored to their needs, lifestyle, and financial goals. They expect seamless and user-friendly access to tools and information across devices and through their financial advisors. The Investor Experience technology team is critical to delivering this vision by empowering our workforce to align with our strategy and making substantial investments in technology modernization. You will be part of a highly motivated engineering team leveraging cutting-edge technology to deliver world-class products and services to end investors, driving positive investor engagement and, ultimately, success for our advisor clients.

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, this opportunity is for you!

Job Overview

We are looking for a Vice President of Software Engineering who will play a pivotal role in leading and shaping the technology delivery for the Banking and Lending solutions space. This role will require strong technical skills, execution and delivery expertise, and a proven track record while fostering engineering excellence with an open innovative culture. Work with a dynamic, high-caliber, cross-functional team including engineering, product, and design to co-create world-class products. Lead the engineering effort to deliver technology solutions with high standards, pre-production environments, and development tools. Activities will also include daily oversight of development quality, partnering with solution architecture to establish patterns that progress the teams towards scalable platforms.

Responsibilities

• Technical Expertise: Provide technical guidance to team members with a deep understanding of the technology stack. Stay updated with the latest technologies and best practices.
• Lead Delivery and Modernization: Oversee the delivery and modernization of a domain and application landscape, re-architecting for public cloud delivery using modern microservices-based architecture and best practices.
• Define Technical OKRs: Work with agile teams to drive capabilities, transformation, and business outcomes for the domains/platforms. Drive technology program delivery through established enterprise processes.
• Apply Modular Design Principles: Ensure better maintainability and reusability by following the principle of separation of concerns.
• Stakeholder Management: Manage relationships with internal and external stakeholders, including other departments, vendors, clients/advisor teams, and partners.
• Risk Management: Identify and mitigate risks associated with software development projects, ensuring appropriate controls are in place for cybersecurity, data privacy, and compliance with regulatory requirements.
• Strategic Planning: Contribute to the strategic planning process, identifying opportunities for technology to drive business growth and potential risks associated with emerging technologies.
• Drive Decision Making: Solve moderate to complex problems by understanding the viewpoints of other team members balanced with business requirements to achieve alignment on solutions.
• Continuous Improvement: Drive continuous improvement in the software development process by identifying areas for improvement and implementing changes that enhance efficiency, productivity, and quality.

What We Are Looking For

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements

• BS in Computer Science or equivalent experience
• 10+ years of experience in full-stack development, designing interactive web applications in .Net or Java
• Experience developing microservices, public cloud solutions, web services (REST APIs), Kafka messaging, and integrating with vendor APIs
• Mastery of front-end technologies/languages such as AngularJS, HTML5, JavaScript, CSS3, Bootstrap, and JSON
• Cloud-based development experience with AWS (preferred) or other cloud platforms
• 10+ years of experience in an Engineering/Tech Lead capacity, guiding the team’s development efforts towards successful project delivery and application support
• 8+ years in a Solution Architect capacity, designing and implementing complex systems, including developing solutions from scratch

Preferred Skills

• Banking and lending background
• .Net development experience

Core Competencies

• Excellent verbal and written communication skills, both technical and non-technical
• Strong analytical and problem-solving skills
• Ability to interface with customers to gather business needs and present solutions
• Capable of effectively planning, prioritizing, and executing tasks utilizing resources and tools
• Experience working with remote teams and contingent workers/SOW
• Experience using Agile – champion Agile Manifesto within the team

Pay Range

$170,800.00 - $284,600.00

Actual base salary varies based on factors including, but not limited to, relevant skills, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, our Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Why Us?

We believe that objective financial guidance is a fundamental need for everyone. We offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career with amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

We are committed to supporting workplace equality and embracing the different perspectives and backgrounds of our employees. We also care for our communities and encourage our employees to do the same. This creates an environment in which you can do your best work.

Join our team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.