Full Stack Engineer

Job Description

Job Description

Description

The Full Stack Software Engineer is responsible for designing, developing, and maintaining internal applications, integrations, and workflow automation solutions that support the firm's growing RIA platform. This role partners closely with Operations, Compliance, Investments, Advisor Support, Finance, and other business units to improve operational scalability, reduce manual processes, and enhance the advisor and client experience through technology. 

This position plays a key role in supporting the firm's multi-custodial technology ecosystem, internal platform development, and long-term technology strategy. Responsibilities include full stack application development, API integrations, cloud infrastructure support, workflow automation, and ongoing platform optimization within a highly regulated financial services environment. 

• Design, develop, and maintain internal and client-facing web applications utilizing modern full stack development practices. 
• Develop scalable backend services and APIs using Python, Django, FastAPI, and related technologies. 
• Build and maintain frontend user experiences supporting advisor, operations, and internal workflows. 
• Develop and maintain integrations between internal platforms and third-party systems including CRM platforms, custodians, document management systems, and operational tools. 
• Support authentication and identity management initiatives utilizing Okta APIs, Single Sign-On (SSO), and secure access management solutions. 
• Design and maintain RESTful APIs, webhooks, and middleware services to improve system connectivity and automation. 
• Optimize application performance, scalability, and reliability across internal systems and workflows. 
• Deploy, configure, and maintain cloud-hosted applications within Azure environments including Elastic Beanstalk and CloudFormation. 
• Automate operational workflows to reduce manual processing, improve accuracy, and enhance operational efficiency. 
• Develop solutions involving OCR, AI-assisted document processing, and workflow automation initiatives. 
• Support integrations involving Salesforce, Practifi, DocuSign, and other enterprise platforms. 
• Improve large-scale data processing workflows utilizing pandas and other Python-based tools. 
• Collaborate with cross-functional stakeholders to identify operational challenges and deliver scalable technology solutions. 
• Ensure applications and workflows align with security, compliance, and data governance standards applicable to the financial services industry. 
• Troubleshoot technical issues, identify root causes, and implement long-term scalable solutions. 
• Maintain technical documentation for applications, integrations, workflows, and infrastructure configurations. 
• Participate in ongoing platform enhancements, modernization initiatives, and strategic technology projects. 
• Perform other related duties and responsibilities as reasonably assigned. 

• Bachelor's degree in Computer Science, Information Technology, Engineering, or related field preferred 
• Minimum of 5–10 years of full stack software engineering or application development experience preferred 
• Strong proficiency in Python development including Django and FastAPI frameworks 
• Experience developing modern web applications, APIs, and scalable backend services 
• Experience working within Azure or similar cloud environments and infrastructure-as-code practices 
• Experience integrating enterprise systems utilizing APIs, webhooks, and middleware solutions 
• Experience with authentication and identity management platforms, preferably Okta 
• Experience optimizing application performance and scalable architecture design 
• Experience with OCR technologies, workflow automation, and AI-assisted operational processes preferred 
• Familiarity with Salesforce, Practifi, or similar enterprise platforms preferred 
• Strong understanding of secure application development and data governance principles 
• Strong analytical, troubleshooting, and problem-solving skills 
• Ability to operate effectively in a fast-paced and highly collaborative environment 
• Strong verbal and written communication skills 

Compensation

Salary: $150,000-190,000 annually.

Final compensation will be determined based on several job-related factors, including location, relevant skills, professional licensure, experience, and education.

Location / Schedule

• This position is remotely based in the United States
• Working hours are 9am-5pm Monday-Friday 
• Occasional evening/weekend hours may be requested per business need

• 401(k) matching
• Dental Insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance