Engineering Manager, Advisor Experience

Who We Are

The company is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use the company to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. The company supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

The Advisor Experience team is a new engineering team within the company’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the the company platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into the company’s client portal — but the scope extends well beyond messaging. We’re building the connective tissue between advisors and the investors they serve, creating workflows that make every interaction more informed, more personal, and more seamless.

As the Engineering Manager for this team, you’ll lead a small, growing group of engineers and shape both the technical direction and team culture from the early stages. You’ll partner closely with product management and design to translate an ambitious product vision into shipped software.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You'll Do

• Lead, mentor, and grow a team of full-stack engineers, building a culture of accountability, quality, and continuous improvement from the ground up.

• Partner with product management and design to define roadmaps, prioritize work, and deliver on initiatives that directly shape the advisor-client experience on the company's platform.

• Own the team's technical direction — guide architecture decisions, conduct design reviews, and stay close enough to the codebase to provide meaningful feedback in code reviews.

• Drive execution across the team using well-defined goal-setting frameworks, balancing ambitious delivery targets with sustainable engineering practices.

• Recruit and hire engineers as the team grows, setting a high bar for both technical ability and collaborative fit.

• Collaborate across engineering teams to ensure the Advisor Experience products integrate cleanly with the company's broader platform — including the client portal, reporting infrastructure, and data layer.

• Champion operational excellence — own the team's approach to testing, deployment, incident response, and technical debt management.

Who You Are

• You have 7+ years of professional software engineering experience, with at least 2 years in a people management or team leadership role.

• You have a B.S. or M.S. in Computer Science or a related field, or equivalent practical experience.

• You have a strong full-stack technical background — you're comfortable reviewing architecture across the stack, from Java or similar backend systems to modern frontend frameworks like React, Ember, or Svelte.

• You're an effective technical leader who doesn't need to write every line of code but stays close enough to the work to guide design decisions, unblock engineers, and maintain high standards in code review.

• You have experience building and growing engineering teams — whether that's hiring your first reports, structuring interview loops, or scaling a team through a period of growth.

• You're a clear, direct communicator who can translate between technical details and business outcomes for stakeholders across product, design, and leadership.

• You're familiar with AI-assisted development workflows and see them as a natural part of how modern engineering teams operate.

• Experience with real-time communication systems, messaging infrastructure, or client-facing portal experiences is a strong plus.

• You have a background or strong interest in fintech, wealth management, or financial advisor workflows.

The company takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range

$170,000 — $265,000 USD

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, the company is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: the company is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from the company without a formal interview process. Additionally, the company will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [link for members] .