We’re looking for a Senior Full-Stack Engineer (Java) to join our team on a greenfield engagement with one of our partners, a global technology and data platform serving the wealth-management industry. The business combines portfolio intelligence, reporting, integrations, digital client experiences, and workflow-native AI to help investment teams move faster and make better decisions. Its platform emphasizes embedded intelligence, trusted data, flexible integrations, and tools built directly into the day-to-day work of advisors and operations teams.
This role will help shape a brand-new experience focused on advisor productivity, meeting preparation, and AI-assisted workflows. You’ll be working on a backend-heavy full-stack problem: building the service layer that brings together CRM data, internal platform data, and other key sources, then exposing that intelligence through a new advisor experience across web and potentially mobile surfaces. This is an early-stage initiative, so success here depends on strong engineering instincts, fast iteration, and comfort operating in ambiguity.
Who You Are:
- A strong full-stack engineer with deeper strength on the backend.
- Comfortable designing services, integrations, and data flows that stitch together multiple systems.
- Experienced in JavaScript frontend frameworks and willing to jump in where needed.
- Open to working across different frontend approaches; framework-specific expertise matters less than solid JS fundamentals.
- Energized by greenfield product work, rapid prototyping, and experimenting your way toward the right solution.
- Thoughtful about using AI in engineering workflows: enthusiastic, practical, and never blindly trusting outputs.
- Product-minded, technically strong, and comfortable helping shape direction instead of only executing tickets.
- Able to thrive in a “try it, test it, learn fast” environment.
What You’ll Do:
Platform & Service Design
- Build the backend service layer that connects AI capabilities with the data advisors need most.
- Integrate CRM, meeting context, and other internal or third-party data sources into a coherent platform experience.
- Design APIs and data flows that can evolve from proof-of-concept into durable product foundations.
Full-Stack Product Development
- Contribute to frontend implementation for early advisor-facing experiences.
- Help shape how the new experience is delivered across desktop, embedded product surfaces, and potentially mobile.
- Make pragmatic technical decisions that balance speed, flexibility, and future scalability.
Rapid Prototyping & Validation
- Move quickly from idea to prototype to demo.
- Collaborate with product, design, and engineering leadership to test assumptions and refine what should be built.
- Support a fast-moving initiative where an early demo matters and learnings will shape the roadmap.
Cross-Team Collaboration
- Partner closely with internal AI/platform teams and engineering leads to align architecture and delivery.
- Help define the engineering path from proof-of-concept to MVP.
- Bring structure and momentum to a team that is still being formed.
Preferred Qualifications:
- 5+ years of software engineering experience in full-stack or backend-heavy roles.
- Strong experience designing services, APIs, and integrations across multiple systems.
- Java backend experience is strongly preferred.
- Solid JavaScript or TypeScript experience on modern frontend applications.
- Exposure to React, Svelte, Ember, or similar frontend ecosystems is helpful, but not required.
- Experience with CRM integrations, especially Salesforce, is a strong plus.
- Familiarity with AI-enabled product experiences, LLM-backed workflows, or data-enrichment systems is highly valuable.
- Cloud experience, especially AWS, is a plus.
- Experience in fintech, wealth tech, or other high-context B2B products is a bonus.
Soft Skills:
- Strong ownership and bias toward action.
- Comfortable with ambiguity and evolving requirements.
- Excellent communication and collaboration skills.
- Curious, adaptable, and eager to learn quickly.
- Able to bring calm, structure, and sound judgment to early-stage initiatives.
This role is ideal for someone who likes building from zero, pairing product instincts with engineering depth, and helping define what a new experience should become.
If you’re excited by greenfield product work, AI-enabled workflows, and a highly visible initiative with real momentum behind it, we’d love to hear from you.
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