Experience: 12+ years in software engineering, with 5+ years managing engineering teams (including
managing managers or tech leads)
Education: Bachelor's or Master's in CS, Engineering, or related field
Technical Capabilities
Strong foundation in Java, Python, or TypeScript/JavaScript — able to review architecture, challenge
designs, and make sound strategic trade-offs
Experience building and operating systems in regulated financial environments (wealth management,
asset management, banking, or brokerage platforms)
Drives cloud infrastructure strategy (AWS preferred), CI/CD maturity, and production reliability across
teams
Deep understanding of data security, compliance requirements (SOC 2, SOX, GDPR), and audit
expectations in financial services
Champions AI/ML adoption across the engineering organization and measures its impact on velocity and
quality
People Management
Proven track record of hiring, developing, and retaining strong engineering talent at all levels
Experience managing teams of 10-25 engineers across multiple squads or workstreams
Skilled at performance management — sets clear expectations, gives direct feedback, manages out
underperformers, and develops high-potential engineers into leads
Builds psychological safety across teams while maintaining high standards for delivery and code quality
Develops M3 managers and tech leads — coaches them on hiring, performance management, and team
dynamics
Key Differentiators
Balances strategic thinking with execution — sets quarterly roadmaps and also jumps in to resolve
escalated production incidents
Manages through organizational change — has led teams through platform migrations, re-orgs, or shifts
in engineering culture
Understands the intersection of engineering and financial product delivery — translates business
requirements from portfolio managers, compliance teams, or advisors into technical plans
Drives cross-team initiatives — coordinates dependencies, aligns priorities, and ensures teams work
effectively together
Accountable for hiring pipeline health, team retention, and engineering culture at the department level
Champions AI-first engineering practices and agentic delivery workflows as force multipliers for
organizational productivity
Skills Required
- 12+ years in software engineering
- 5+ years managing engineering teams
- Bachelor's or Master's in CS, Engineering, or related field
- Strong foundation in Java, Python, or TypeScript/JavaScript
- Experience in regulated financial environments
- Proven track record of hiring and developing engineering talent
- Experience managing teams of 10-25 engineers
- Skilled at performance management
- Deep understanding of data security, compliance requirements
- Experience driving cloud infrastructure strategy
What We Do
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
Why Work With Us
Our growth is driven by our people as much as by our product. We are a team of operators, designers and artists. We value fresh perspectives as well as seasoned experience. We are connected by a strong sense of fun and family, working with focus to meet and exceed the highest standards.
Gallery
