Senior Specialist, Software Engineering

Senior Manager, Software Engineering

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the Senior Manager, Software Engineering:

The Senior Manager, Software Engineering leads a high-performing team responsible for the design, development and delivery of cost-basis management solutions within a fast-paced Fintech environment. The Senior Manager, Software Engineering aligns their team with the company's strategic priorities while coaching and developing talent across engineering and domain functions. They allocate resources to balance technical deliveries.

Duties and Responsibilities of the Senior Manager, Software Engineering:

• Identify and resolve complex operational, regulatory, and organizational challenges by leveraging deep cost basis domain expertise and technical resources.
• Research, develop, and implement methodologies, protocols, and processes that enhance platform reliability and improve the client experience.
• Operationalize cost basis strategies across engineering and operations teams, ensuring consistent execution and alignment.
• Coordinate cross-team initiatives to ensure timely and accurate delivery of tax reporting features and enhancements.
• Ensure all activities comply with applicable regulatory standards; proactively anticipate regulatory changes and develop frameworks to maintain compliance.
• Determine integration points across upstream trading and settlement systems as well as downstream tax reporting processes.
• Lead, motivate, and develop staff to maximize their contributions and support their professional growth; provide timely, actionable feedback.
• Resolve complex cost basis calculation challenges, including corporate action adjustments, transfer‑in basis reconciliation, and multi‑lot accounting edge cases.
• Manage a blended team of software engineers and professional individual contributors, including coaching, performance management, and resource allocation.
• Support long‑term departmental needs, planning, and capability development.
• Direct the development and supervision of team objectives with emphasis on daily and short‑term operational goals.
• Collaborate cross‑functionally with product, operations, and engineering teams to ensure alignment and effective delivery.

Skills and Experience of the Senior Manager, Software Engineering:

• 10+ years of relevant experience, including at least 3-5 years in cost basis, tax operations within a financial services or Fintech organization.
• Strong domain knowledge on cost basis.
• Bachelor's degree in Computer Science or the equivalent combination of education and experience is required.
• Proven analytical and problem‑solving abilities with a track record of resolving complex operational and systems‑level issues.
• Experience leading cross‑functional initiatives involving engineering, operations, product, and compliance teams.
• Demonstrated leadership experience managing blended technical teams of software engineers and operational professionals, including coaching, performance management, and resource planning.
• Solid communication and stakeholder‑management skills, with the ability to present complex technical or regulatory topics clearly.
• Experience anticipating and adapting to regulatory changes, translating requirements into actionable operational or technical strategies.
• Background in driving operational execution, meeting daily and short‑term objectives while supporting long‑term departmental goals.
• Expert-level proficiency in Oracle databases, including advanced PL/SQL development for complex queries, stored procedures, and performance optimization.
• Hands-on experience with Unix/Linux shell scripting to automate operational tasks, data processing workflows, and system maintenance.
• Strong Java development skills, with the ability to design, develop, and troubleshoot distributed backend services and integrations.
• Proficient in Git for version control, including branching strategies, pull request workflows, and code review best practices.
• Experience designing and maintaining CI/CD pipelines using modern DevOps tooling, ensuring automated builds, testing, and deployments.

Compensation:

• We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $150,000 plus bonus opportunities and other incentives.