Lead Software Engineer — Portfolio Insights Platform, Wealth Management

Overview

In this role you will lead development of platforms delivering position and account data for Wealth Management advisors, enabling real-time alerts, portfolio analytics, and client dashboards. You will collaborate with cross-functional teams to drive technical excellence, reliability, and meaningful impact on how advisors and clients experience services. Expect involvement in scaling and shaping the team culture while using cutting-edge tools to deliver value across the advisory business. This role offers a chance to influence platform quality and business outcomes through technical leadership.

Responsibilities

• Execute creative software solutions across ingestion, resolution, and serving layers of the platform
• Design, develop, and troubleshoot data-reconciliation challenges
• Develop secure, high-quality production code in Java/Spring Boot and Python/Java Lambdas
• Review and debug code across services and repositories
• Adopt enterprise AI-assisted engineering practices and validate AI-generated code
• Apply SDLC tooling and AI-assisted development to speed delivery
• Automate remediation of recurring operational issues to improve stability
• Evaluate architectural approaches for data-platform challenges and lead technical discussions

Key requirements

• Formal training or certification in software engineering concepts
• Advanced hands-on experience with Java and Spring Boot in a microservices architecture
• AWS cloud-native patterns: Lambda, Step Functions, Terraform-managed infrastructure, and relational databases at scale
• Working knowledge of event-driven systems, including Kafka producers/consumers
• Experience leading use of AI-assisted development tools with strong validation of AI output
• Understanding of responsible AI use in engineering workflows, including data sensitivity and secure handling
• Full SDLC proficiency with agile delivery, CI/CD, resiliency, and security practices
• Knowledge of financial services IT systems, ideally wealth/advisory data

• collaboration
• clear communication
• leadership
• Java
• Spring Boot
• Python

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