Senior Fullstack Engineer

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.

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.

• Lead areas of development critical to the business, building features such as: self-service onboarding, data blending and deconfliction, and digital account opening.

• As an early employee, you'll have a large role to play in shaping the company's technical vision and product roadmap.

• Help us build and maintain a strong (and enjoyable!) developer experience.

• Ensure that the product operates smoothly in production, leveraging observability and monitoring tools to triage and resolve operational issues.

• Help hire and mentor other engineers as we build out our fast-growing team.

• Strong track record of shipping high-quality systems with high complexity and scale.

• Experience building high-quality, delightful user-facing web applications.

• Experience working closely with a cross-functional product team.

• Excited to primarily be an individual contributor with a ton of ownership.

• You thrive in an early-stage, fast-paced environment with a high degree of ambiguity and agency.

• Impact-driven — you focus on the most important problems to solve and execute to deliver. You get shit done.

• Bias towards action and ownership – when you see a problem, you fix it.

• Customer-centric – you are focused on creating the best customer experience possible.

• Move fast — you can operate at breakneck speed and work furiously to ship, ship, ship.

• 7+ years of engineering experience.

• Experience building B2B software and/or fintech software.

• Experience at seed/early-stage startups (eg, being a first-3 engineer at a company).

• Experience building and maintaining open source software.

• Previously started a company and/or launched personal projects.

• Experience with AI promting, models, and tools. You are someone who not only leverages these in your work, but can help level-up our team.

React, Node, Fastify, MUI, React Query, Vite, Storybook, Playwright