AdvisorEngine

Who Is AdvisorEngine:

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

About the role:

AdvisorEngine is seeking a Scrum Master/Project Manager to lead several Scrum Teams.

Responsibilities:

  • Facilitating the scrum process on self-contained scrum teams and planning across multiple team pods.
  • Proactively lead change, identify potential risks, and build contingency plans
  • Coordinate across teams, often using varied project management techniques including Project Status and Project Planning.
  • Guides the scrum team(s) and organization to follow generally accepted Agile/Scrum practices and daily activities to actively promote prioritization, team readiness, and commitment for each Sprint.
  • Uses empirical data to help the team(s) assess their Scrum Maturity, optimize scrum team velocity to organizational KPIs, and identify improvement opportunities to achieve higher levels of team performance.
  • Proactively removes impediments to team agility and guides the team(s) on methods to escalate when needed to prevent challenges from becoming blockers.
  • Coaches scrum team(s) to deliver capabilities using agile practices while also following various release processes as appropriate to ensure all risk, security, and development requirements are met.
  • Partners with Technical Lead and Product Owner to ensure the continuous refinement of backlog, and that sprint goals are understood by the team(s).
  • Facilitates and is accountable for owning the Scrum Agile ceremonies for the scrum team.
  • Partners with Team Leads and Product owners to communicate delivery of work product from the scrum team and escalates key risks and issues impeding scrum team effectiveness.
  • Identifies skills and competencies of scrum team members and makes adjustments accordingly to promote development and highly effective teams.

Required Skills & Experience:

  • 3+ years of practical Agile experience (e.g. Product Owner, Business Analyst, Developer on a scrum team, Project Manager, or Business System Consultant working directly with scrum teams), practicing Scrum Master, or a combination of both
  • Strong project management experience delivering technology initiatives
  • Proven expertise developing effective, matrixed, cross-organization relationships, collaborating and communicating across business and technology stakeholders and multiple geographies

Desired Skills & Experience:

  • 5+ years business experience in a matrixed management environment (e.g. product development, project management, implementation)
  • Agile Scrum (CSM), SAFE certifications or other advanced Agile certifications
  • JIRA experience
  • Experience using the team collaboration software Confluence
  • Knowledge and understanding of financial services industry
  • Ability to negotiate, influence, and collaborate to build successful relationships
  • Knowledge of servant leadership, facilitation, situational awareness, conflict resolution, continual improvement, empowerment, and increasing transparency

Additional Desired Qualifications:

  • Knowledge of widely successful Agile techniques: User Stories, ATDD, TDD, Continuous Integration, Continuous Testing, Pairing, Automated Testing, Agile Games
  • Knowledge and understanding of Agile operational metrics such as: Velocity, Predictability, Sprint burn-downs, and etc.
  • Strong communication skills and ability to articulate complex material to a diverse audience
  • Experience supporting a technology team