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Software Engineer
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AI Summary
Lead the integration of acquired RIAs into the firm's operating model. Map processes and serve as the connective tissue between incoming firms and internal stakeholders. Requires an advisor-facing background with experience mapping processes and transitioning legacy technology.
Key Highlights
High-visibility, advisor-facing integration role
Located in Austin, TX with relocation expenses paid
Salary: $100,000 - $160,000 per year
High-growth wealth management firm
New position shaping RIA integration processes
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Key Responsibilities
Shape how acquired RIAs transition into the firm's operating model
Drive successful integrations supporting vision, growth strategy, and scalability
Map processes between incoming firms and internal stakeholders
Serve as connective tissue across the organization during integrations
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Benefits & Perks
401(K)
Premium health, dental, and vision fully paid by the organization
PTO
Optional car insurance and legal services
Relocation expenses paid
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Nice to Have
Experience transitioning legacy technology
Job Description
high visibility role / advisor facing / will pay for relocation (austin, tx)
A bit about us:
We’re emerging as a disruptor in wealth management, giving advisors the platform, community, and operational support to scale efficiently, keep innovating, and deliver exceptional service to their clients.
Why join us?
We are in a state of high growth and are looking for folks who are hungry to grow and climb with us. We are passionate about the work we are doing to support advisors on their journey to independence and ultimately to be able to allow their clients to receive the best possible products and advice on the market today.
Competitive compensation
401(K)
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