Role Summary 

This Lead Software Engineer will focus on a key growth initiative enhancing our Individual Investor (II) services. The primary focus will be the development of a modern, scalable platform that streamlines product distribution, improves user experience, digitizes manual processes, and elevates brokerage services. This strategic effort is foundational for advancing retail brokerage and advice offerings, as well as supporting new partnership opportunities.
 
We will expect you to be agile / to lead / to think outside the box. In return, we’ll give you challenging work that has an impact / opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that’s how we help our clients succeed.   You’ll be hands-on coding through the entire development lifecycle as well as leading an Agile team of Software Engineers.  In this role, you will foster innovation as you build applications to provide business value solutions for our clients.  You will be part of a collaborative team of curious and enthusiastic engineers who bring different perspectives to our projects working with AWS, Java, and Microservice technology.  
 
Responsibilities  

We are seeking an experienced Lead Software Engineer with 8+ years of Java and AWS experience including microservice development and familiarity working with cloud-based applications. You will also: 

• Mentor and lead other developers enabling them to work independently 
• Lead development efforts, provide input into architectural and design decisions, provide realistic estimates
• Design and develop solutions working with other internal groups such as architecture,devopsand enterprise security to ensure alignment with enterprise technology direction and standards
• Contribute to code reviews and provide feedback 
• Lead discussions to drive tactical vs. strategic decisions, outlining trade-offs 
   

Business Knowledge 

• Experience working directly with business partners 
• Can articulate business needs and translate them into technology solutions 
   

Qualifications 
Required:  

• BS or MS in Computer Science or a related technical field (or equivalent experience), with 8+ years of progressive professional development experience in more than one object-oriented language (such as Java, Python, or JavaScript), including demonstrated leadership of engineering teams.
• Extensive hands-onexpertisein delivering cloud-native solutions using AWS or Azure, containerized microservices.
• Hands-on experience with data warehousing and modeling concepts
• Hands-on experience building andmaintainingdata pipelines (ETL/ELT) using Informatica / SnapLogic/ Apache spark
• Strong understanding of data quality, monitoring, and performance optimization
• Working knowledge of DevOps, CI/CD, and infrastructure as code
• Demonstrated commitment to engineering excellence through setting and upholding standards for automated testing, code reviews, and continuous delivery. 
• Provides a clear and concise explanation of business strategy, technical concepts,designsor implementation to a non-technical audience 
• Able to quickly learnnew technologiesand stay abreast of industry trends 
• Able to support deployments and support activities outside normal business hours as needed 
   

Preferred: 

• Hands-on experience building LLM-powered or agent-based systems in production.
• Experience with retrieval-augmented generation (RAG), vector databases, MCP servers, agent orchestration frameworks, prompt evaluation and iteration, model benchmarking, and performance testing.
• Experience with Amazon BedrockAgentCore, AWS Kiro, and OpenAI Codex.
• Knowledge of security best practices for cloud-native applications and AI systems  
• Experience in asset management or financial markets.

FINRA Requirements 
FINRA licenses are not required and will not be supported for this role 
 
Work Flexibility  
This role is eligible for hybrid work, with up to three days per week from home 

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.  

Featured employee benefits to enrich your life:   

• Competitive compensation  

• Annual bonus eligibility  

• A generous retirement plan  

• Hybrid work schedule  

• Health and wellness benefits, including online therapy 

• Paid time off for vacation, illness, medical appointments, and volunteering days 

• Family care resources, including fertility and adoption benefits 

Learn more about our benefits.