Software Engineer, Integrations and Platforms

The Software Engineer - Integrations & Platforms is responsible for designing, building, and maintaining enterprise integrations, internal platforms, APIs, and cloud-based services that connect the firm's core technology ecosystem. This role includes development of scalable data pipelines, operational tooling, advisor-facing applications, and integrations between internal systems and third-party financial platforms using technologies such as C#, Angular, TypeScript, SQL, Azure Data Factory, and cloud infrastructure., * Design and develop internal platform applications and operational tooling using Angular, TypeScript, and C#

• Build and maintain ELT/data integration pipelines using Azure Data Factory and SQL-based processing
• Develop cloud-native services and APIs in Azure environment
• Create scalable data ingestion and transformation workflows integrating third-party financial systems
• Design and optimize relational database structures and SQL queries supporting enterprise reporting and operational processes
• Build internal dashboards, automation tools, and monitoring capabilities supporting advisor and operations teams
• Participate in architectural planning for enterprise data and integration platforms
• Collaborate with product and business stakeholders to translate requirements into technical solutions
• Ensure solutions meet security, performance, reliability, and regulatory requirements
• Support mergers and acquisitions through technology and data integration
• Create and maintain technical documentation and architectural diagrams
• Participate in code reviews and continuous improvement initiatives, 2024 Forbes Top RIA Firm: Forbes America's Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

2024 Barron's Top 100 RIA Firm: Data is verified with the advisors' firms and with regulatory databases in three major categories of calculations: Assets, revenue, and quality of practice. Every advisor will have his or her own approach to investing, financial planning, and other services.

Do you have experience in Systems integration?, * Technical problem-solving

• Cross-functional collaboration
• Attention to detail
• Documentation and knowledge sharing
• Adaptability in a growing environment

Technology Environment

• Backend: C#, .NET, REST APIs
• Frontend: Angular, TypeScript
• Data: SQL Server, Azure SQL, ELT pipelines
• Cloud & Infrastructure: Azure, AWS, Azure Data Factory, Blob Storage
• DevOps & Tooling: GitHub, CI/CD pipelines

Physical Requirements and Work Environment

• Prolonged periods of sitting and working at a computer. Ability to work remotely or in a hybrid office environment. Occasional travel may be required., * Bachelor's degree in Computer Science, Engineering, or related field, or equivalent experience
• 3-7 years of professional software engineering experience
• Experience building APIs and system integrations
• Proficiency in C# and SQL
• Strong understanding of RESTful services and integration patterns
• Experience with relational databases and SQL
• Experience developing in a cloud environment (Azure preferred)
• Familiarity with CI/CD pipelines and modern development practices, * Experience in financial services or regulated environments
• Experience with ELT/ETL workflows and enterprise data integration
• Experience supporting enterprise platforms in an M&A environment
• Familiarity with identity, access management, and security best practices
• Experience working in agile or hybrid delivery environments
• Experience designing internal operational or data platforms

Pulled from the full job description

• Health insurance
• 401(k) matching
• Paid time off
• Vision insurance
• Health savings account
• Flexible spending account
• Disability insurance, * Competitive, based on experience
• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 - Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Inc. 5000 2019-2024: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.