Software Developer | Wealth Management Firm

Position Summary

The Software Developer is responsible for designing, developing, implementing, and maintaining technology solutions that improve advisor productivity, enhance client experience, streamline operations, and support regulatory compliance within a wealth management environment. This role partners closely with advisors, financial planners, operations, compliance, and leadership teams to automate workflows, integrate systems, and develop scalable business applications that support firm growth.

Key Responsibilities

• Design, develop, test, deploy, and maintain internal business applications, dashboards, portals, APIs, and reporting tools
• Build technology solutions that improve advisor workflows, client service, and operational efficiency
• Integrate CRM, portfolio management, financial planning, document management, and custodial platforms
• Develop automated workflows and data flows using APIs, middleware, Microsoft Power Platform, and Azure
• Monitor and troubleshoot system integrations, data issues, and application performance
• · Build and maintain databases, reports, dashboards, and business intelligence solutions
• Ensure data accuracy, security, governance, and compliance with applicable regulatory requirements
• Partner with advisors and business teams to translate business needs into technical solutions
• Provide technical guidance and user training while supporting technology projects, audits, and firm-wide initiatives

Required Qualifications

• Bachelor's degree in Computer Science, Information Systems, Software Engineering, or related field
• 3+ years of software development experience.
• Experience with: C#, .NET Framework/.NET Core, SQL Server, JavaScript, HTML/CSS, REST APIs
• Experience working with cloud platforms such as Microsoft Azure.
• Strong problem-solving and analytical skills.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience in wealth management, financial services, or fintech.
• Knowledge of: Microsoft Power Platform, Power BI, Dynamics 365, Salesforce Financial Services Cloud, Wealthbox, Redtail CRM, Orion, Tamarac, Black Diamond, eMoney, RightCapital, Familiarity with SEC and FINRA regulatory environments
• Experience with AI-enabled workflows and automation tools

Why Join Us?

Competitive salary and comprehensive benefits package, including medical, dental, vision, disability, and life insurance. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment.

Pay: $85,000.00 - $125,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• How many years of experience do you have in software development?
• Please list down technical software and tools you have experience with.

Work Location: In person