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:

We are looking for a Senior DevOps Lead Engineer to build and manage the next generation of Wealth Management systems, with a focus on system stability, performance and monitoring. This position requires a lot of hands-on experience as well as the ability to improvise and be successful in a fast-paced start-up environment.


  • Lead a team of DevOps engineers
  • Manage highly scalable and available distributed systems on cloud-based platforms.
  • Automate everything - write automation and configuration management code to build scalable, reliable and secure systems.
  • Identify key system metrics and ensure adequate monitoring coverage for new and existing services.
  • Build monitoring, supervision and resiliency mechanisms to observe, react to, and maintain platform health and performance.
  • Manage deployments, upgrades, configurations in a controlled, pre-production and production environment with tight operating perimeters.
  • Manage vendor DevOps monitoring team (24/7/365) with after hours on-call support.
  • Verify the functionality of components and services and ensures deployment meets expectations; Design, create, and document test plans, possibly code a custom test automation framework.
  • Work on complex, major or highly visible tasks in support of multiple projects that require multiple areas of expertise.
  • Plan and execute ongoing routine application maintenance tasks, such as production support, and troubleshooting existing information systems; Identify errors and deficiencies as well as develop long and short-term solutions. Keep up-to-date with security patches and proactively address security vulnerabilities and compliance.
  • Analyze a variety of approaches to a DevOps problem – provide pros and cons of different approaches to the team to arrive at an agreed upon direction.
  • Gather and understanding business requirements with a focus on business outcomes.
  • Prepare and present formal training to IT staff, as needed.

Required Skills & Experience:

  • Strong Linux skills (RedHat or Ubuntu) with respect to operations, and troubleshooting.
  • Experience operating, tuning, and troubleshooting PostgreSQL in Production as well as database design, backup, and restoration.
  • Operational experience with Kubernetes, Flannel, Docker and HashiCorp Products in Production.
  • Strong demonstrated experience in Python, Java, and Shell Scripting.
  • Expert experience with operations and DevOps on the AWS technology.
  • Expert experience with automation/configuration management using Ansible, Chef, or Puppet; CI/CD tools, such as Jenkins, Artifactory, GIT, etc.
  • The ability to project manage or act as project lead while providing subject matter expertise and technical direction.
  • Strong experience with APM tools such as Dynatrace, NewRelic, AppDynamics, as well as Log Analysis and Monitoring tools such as Splunk, CloudWatch, Dynatrace, Nagios, SysDig, etc.
  • BS or MS in Computer Science, related field, or equivalent professional experience.

Desired Skills & Experience:

  • Experience in network security (DNS, VPN/VPC, IDS/IPS, Subnets/Security Groups/Network ACLs) and technologies supporting compliance (HA/DR, Identity Management, Key Management, WAF and others.
  • Understanding of security best practices for banking procedures (ideally PCI knowledge)