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Multi-functional technical leader, with deep Wealth Management domain expertise, experience across development, architecture and quality engineering disciplines, with specific expertise in deep end-to-end orchestration of OLTP transactions across high volume functions across Wealth Management.
Job Responsibility:
Accomplished dev leader with strong experience in middleware services, workflow and orchestration
Strong Wealth Management experience (15+ years)
Creation of standardized APIs and messaging across Wealth Management systems of records, with eye towards performance, SLAs and resiliency
Track record of integrating across complex systems/companies, modernizing and transforming, and creating a simple target state architecture
AI Integration: Drive the adoption and hands-on application of AI tooling to expedite the Software Development Life Cycle (SDLC) for data-related efforts, enhancing efficiency and quality
Hands on experience with agentic AI, and a variety of AI frameworks
Requirements:
20+ years of experience in financial services technology, with a strong focus on wealth management data, services, APIs, etc.
Integration experience across large company mergers/acquisitions
Accomplished dev leader with strong experience in middleware services, workflow and orchestration, including multiple BPM tools
Deep understanding of wealth management business models, particularly regarding client and account data lifecycles
Experience with trading systems, portfolio management platforms, or client-facing wealth technology as it pertains to client and account reference data
Experience with cloud technologies (AWS, Azure, GCP) and modern infrastructure patterns for data storage and processing
Knowledge of API design, microservices architecture, and distributed systems for building scalable data access layers
Strong understanding of data architecture, analytics platforms, and real-time processing specific to client and account reference data
Bachelor's degree/University degree or equivalent experience
Advanced degree preferred (MBA, MS in Technology Management, or a related data science field)
What we offer:
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays