Software Engineer

Job Description

Overview 

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It’s not just the tech (though it’s best-in-class). It’s the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 

Join us, and be part of a company that’s not only moving fast—but making it count. 

Job Brief 

Are you ready to take your engineering career to the next level? We’re looking for a Software Engineer III who’s passionate about building impactful software, leading technical initiatives, and shaping the future of our platform. This is your opportunity to be a core contributor in a fast-moving, collaborative, and supportive environment where your voice truly matters. You’ll take ownership of mid-scale projects from design to deployment, contribute clean and scalable code, and drive continuous improvement across our systems and practices. You’ll collaborate across teams, influence architecture, and bring your ideas to life in production—fast.

Here’s What You’ll Do:   

• Acts as a key member of the team by making significant technical contributions to the planning and implementation of mid-scale projects from conception to completion  
• Validates requirements, performs analysis, design, programming, testing, documentation, and support for assigned projects to drive application changes  
• Develop and enhance the platform with new code, conferring with users, and studying systems flow, data usage, and work processes  
• Ensures compliance with coding standards and development procedures  
• Recognizes code, process and/or standard inefficiencies and suggests new standards and opportunities for improvement  
• Build deep domain expertise on global infrastructure deployment technology and processes.  
• Mentor and support team members with technical expertise and guidance  
• Respond to questions, research issues, and coordinate resolution of issues  
• Provide technical support for production applications including high impact production issues  
• Acquires and utilizes strong technical and application knowledge to introduce and forecast the impact of new software design patterns, code concepts, and emerging technologies  
• Lead a project inside of the team and delegate tasks to team members  

Preferred Strengths 

• Experience with cloud-based development, particularly Microsoft Azure a plus  
• Experience implementing business critical database applications, micro-services and/or long-running backend data processing applications  
• Proficiency in SQL/relational databases and Bitbucket including building and release definitions within a CI and CD environment  

What You Bring to the Table:  

• BS in Computer Science, Engineering, and/or equivalent industry experience 
• 5+ years of software engineering experience building and releasing web services  
• Experience with Jira, Confluence or related technologies  
• Knowledge of Angular, Python, .NET, Kubernetes, Docker, and other related technologies  
• Solid understanding of DB design concepts, familiar with SQL or other enterprise database systems  
• Strong design, implementation, and testing skills  
• High threshold to work within highly complex and ambiguous situations  
• Ability to work and communicate effectively across disciplines and teams  

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us:   

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.