Lead Software Engineer – Wealth Management

Role Overview

• Lead the full lifecycle of platform components and services, including design, development, testing, and deployment
• Demonstrate advanced hands-on expertise in technologies such as Java, Spring Boot, REST APIs, and modern frontend frameworks like Vue.js to deliver features into production
• Define and implement comprehensive testing strategies (unit, integration, end-to-end, performance), emphasizing automation and clear quality metrics
• Debug and resolve complex system issues, including codebases you did not author; manage root cause analysis and drive solutions to completion
• Take ownership of the quality, maintainability, security, and total cost of ownership (TCO) for your services and components
• Proactively address technical debt and manage lifecycle considerations
• Establish and promote coding standards, code review processes, and SDLC best practices that can be leveraged across multiple teams and services
• Influence platform and enterprise technical strategy by making pragmatic build-vs-buy and design decisions in alignment with business priorities and risk
• Stay informed about industry trends and emerging technologies, and assess their applicability to drive business value
• Communicate complex technical ideas effectively to non-technical stakeholders and senior leaders, translating business objectives into actionable engineering plans
• Utilize deep domain expertise in areas such as client profiling, goal planning, retirement income planning, cash-flow analysis, tax and investment planning, and integrations with third-party systems to deliver differentiated experiences for clients and advisors

Requirements

• Bachelor’s or Master’s degree, or equivalent education and relevant experience
• 8+ years of progressive software engineering experience, including demonstrated technical leadership
• Proven expertise in architecting, building, and deploying software solutions within the wealth management sector (e.g., portfolio construction, investment management, financial planning, CRM)
• Experience designing and implementing flexible, scalable, reliable SaaS platforms that support a range of applications, users, delivery models (B2C, B2B2C), and channels
• Advanced proficiency in Java, Spring Boot, REST APIs, and modern frontend frameworks such as Vue.js (or similar), with hands-on involvement across the software development lifecycle
• Strong background in automated testing methodologies and frameworks, with the ability to define and enforce product-level test strategies
• Experience setting code review standards and providing technical oversight for development activities
• Excellent problem-solving and debugging skills, including the ability to work with unfamiliar codebases
• Strong communication skills, with the ability to clearly convey technical and business concepts to both technical and non-technical audiences

Tech Stack

• Java
• JavaScript
• SDLC
• Spring
• Spring Boot
• SpringBoot
• Vue.js

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits