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 Developer with a Data concentration for the Reporting & Dashboards team who will be instrumental in the data architecture and implementation and adoption of our BI reporting tool factoring in business strategy and technology roadmap. The candidate must possess a solid development background in the specific technology areas with primary emphasis on databases (SQL) and BI tools to implement the solution. The Developer will work collaboratively with development leaders, quality assurance, and product management staff to deliver high quality applications on a regular schedule.


  • Participate in a team of domestic and offshore development and QA staff to deliver quality products in an agile environment.
  • Engage with the team to design and develop modules required to meet objectives.
  • Work with product management to completely understand desired deliverables, implement and work with the team to deliver the solution
  • Work with the tech lead, development management, QA leaders, and the architect to ensure the technical solution fits into the overall product architecture and design
  • Implement technical tasks with the team to ensure iteration where output can be committed to delivery and consistent velocities can be established
  • Perform hands-on and heads down development with the team as the key developer on the team
  • 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

Required Skills & Experience:

  • Proven track record successfully being a developer using an agile methodology
  • Demonstrated ability to be the senior developer on a team coordinating
  • 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

Technical Skills & Experience:

  • Bachelors or Masters in computer science or related technical field
  • Strong experience of at least 4 years in SQL (MsSQL or PostgreSQL or similar)
  • Experience with BI reporting tools
  • Experience with ELT (Extract, Load, Transform) projects from multiple data sources to a data lake (Snowflake, Domo or similar).
  • 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 (2+ years)
  • Experience/understanding developing and/or working with front end technologies, containers & container orchestration (Kubernetes), SQL databases, encryption and CD/CI pipelines
  • Analytical ability to quickly debug complex issues with a variety of system debugging tools
  • 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