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 looking for a Team Lead for the Reporting & Dashboards team who will lead the data architecture and implementation and adoption of our BI reporting tool factoring in business strategy and technology roadmap. The lead will be in charge of a team with React, C# as the main technologies. The candidate must possess a solid development background in the specific technology areas with primary emphasis on databases (SQL) and BI tools to provide guidance to the technical team and facilitate technological decisions. The lead will work collaboratively with other development leaders, quality assurance, and product management staff to deliver high quality applications on a regular schedule. They will act in a consulting role for teams and projects across the company to ensure understanding of standards, best practices, and architecture/design/guidelines.


  • Leading a team of domestic and offshore development and QA staff to deliver quality products in an agile environment.
  • Lead the team to design and develop modules required to meet objectives.
  • Coordinating the entire team’s activities to accomplish established goals
  • Work with product management to completely understand desired deliverables and set the plan for how the team will deliver the solution
  • Work with development management, other leads, QA leaders, and the architect to ensure the technical solution fits into the overall product architecture and design
  • Mentor staff on technical skills
  • Participate in the architecture committee
  • Translate user stories into technical tasks with the team to ensure iteration where output can be committed to delivery and consistent velocities can be established
  • Participate in the agile development process, reporting up to the development manager on team status and ensuring all agile processes within the team are being followed.
  • Ensure that all technical processes are being followed for code development, testing, and deployment.
  • Perform hands-on and heads down development with the team as the most senior developer on the team
  • Coordinate with other team leads who primary languages are others than SQL (e.g. PHP, JavaScript, C#) to ensure this team’s deliverables in those languages maintain high quality and precision
  • Work to quickly debug issues within the team, across teams, and in production when required. Dive into code to assist the team with difficult issues and guidance
  • Some after hours work may be required for deployments and third tier support
  • Strong familiarity with best practices around logging, monitoring, and self healing applications
  • Provides updates to the company's technology community and IT leadership about relevant technology and industry changes, through technical, architecture, and leadership forums.

Required Skills & Experience:

  • Proven track record successfully being a team lead of development staff using an agile methodology
  • Demonstrated ability to be the senior developer on a team coordinating and ultimately owning all deliverables of the team.
  • Strong knowledge retention capabilities
  • Extremely strong written and verbal communication skills
  • Teamwork and the ability to interact and communicate successfully with business partners, technology team, offshore staff, and professional services.
  • Strong innovation, creativity, and problem-solving skills
  • Experience with situations requiring issue intervention
  • Strong estimation skills providing accurate estimates with defined risks and planned mitigations
  • Demonstrated ability to facilitate technical discussions and drive solutions forward to achieve business needs
  • Ability to multitask, context switch, and succeed in a fast paced, dynamic environment with many moving part and a large variety of responsibilities
  • Strong ability to drive an agile process within a team to develop and test iteratively

Technical Skills & Experience:

  • Bachelors or Masters in computer science or related technical field
  • Strong experience of at least 8 years in SQL (MsSQL or PostgreSQL or similar)
  • Strong experience with BI reporting tools
  • Strong experience with ELT (Extract, Load, Transform) projects from multiple data sources to a data lake (Snowflake, Domo or similar).
  • Strong experience in Extracting and Transforming data (ETL) from various heterogeneous sources.
  • Proficient in Tuning SQL queries to improve the database performance and availability.
  • Experience developing Java/C# applications and consuming API endpoints
  • Experience developing hosted client server applications (5+ years)
  • Experience/understanding developing and/or working with front end technologies, containers & container orchestration (Kubernetes), SQL databases, encryption and CD/CI pipelines
  • Strong analytical ability to quickly debug complex issues with a variety of system debugging tools
  • Ability to grasp difficult concepts, large architectures, and sophisticated designs quickly
  • Ability to provide short tactical and long term strategic solutions and provide the risks associated with each
  • Experience with configuration management
  • SQL experience Experience with unit tests and test driven development

Desired Skills & Experience:

  • Data warehousing and analysis skills: ETL tools, dimensional modeling, star schema and snowflake schema.
  • Experience with continuous integration and deployment
  • Experience working with Jira and Confluence
  • Experience with financial services or brokerage industry
  • Strong familiarity with best practices around logging, monitoring, and self healing applications
  • Experience working with resources in different geographical locations