About Us
The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.
We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website.
Role Details
Role overview:
We’re looking for an experienced fullstack engineer who can lead the development of our early product. You'll help evolve our engineering culture, take end-to-end ownership over the features that you build, and heavily influence the product roadmap and architecture decisions.
Where you'll make an impact:
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Lead areas of development critical to the business, building features such as: self-service onboarding, data blending and deconfliction, and digital account opening.
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As an early employee, you'll have a large role to play in shaping the company's technical vision and product roadmap.
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Help us build and maintain a strong (and enjoyable!) developer experience.
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Ensure that the product operates smoothly in production, leveraging observability and monitoring tools to triage and resolve operational issues.
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Help hire and mentor other engineers as we build out our fast-growing team.
Requirements:
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Strong track record of shipping high-quality systems with high complexity and scale.
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Experience building high-quality, delightful user-facing web applications.
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Experience working closely with a cross-functional product team.
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Excited to primarily be an individual contributor with a ton of ownership.
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You thrive in an early-stage, fast-paced environment with a high degree of ambiguity and agency.
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Impact-driven — you focus on the most important problems to solve and execute to deliver. You get shit done.
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Bias towards action and ownership – when you see a problem, you fix it.
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Customer-centric – you are focused on creating the best customer experience possible.
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Move fast — you can operate at breakneck speed and work furiously to ship, ship, ship.
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7+ years of engineering experience.
You’ll stand out if you have:
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Experience building B2B software and/or fintech software.
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Experience at seed/early-stage startups (eg, being a first-3 engineer at a company).
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Experience building and maintaining open source software.
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Previously started a company and/or launched personal projects.
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Experience with AI promting, models, and tools. You are someone who not only leverages these in your work, but can help l