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The Staff Engineer will design and implement scalable engineering solutions, mentor teams, develop software integration patterns, and lead technical strategy to meet customer needs.

Own vendor partnerships and drive value from strategic investment platforms (Aladdin, Bloomberg, FactSet). Lead vendor governance, coordinate cross-functional delivery, drive adoption and change management, monitor service health, manage incidents, and align vendor roadmaps with front-office investment workflows to improve decision-making, efficiency, and investment outcomes.

Lead strategic, platform-aware product design for Salesforce-based advisor and employee experiences. Drive design strategy, complex workflow and CRM experience design, reusable patterns and governance, cross-functional collaboration, research-informed decisions, and mentor designers while supporting delivery in Agile environments.