- Experience: 12+ years in software engineering, with 5+ years managing engineering teams (including
- managing managers or tech leads)
- Education: Bachelor's or Master's in CS, Engineering, or related field
Technical Capabilities
- Strong foundation in Java, Python, or TypeScript/JavaScript — able to review architecture, challenge
- designs, and make sound strategic trade-offs
- Experience building and operating systems in regulated financial environments (wealth management,
- asset management, banking, or brokerage platforms)
- Drives cloud infrastructure strategy (AWS preferred), CI/CD maturity, and production reliability across
- teams
- Deep understanding of data security, compliance requirements (SOC 2, SOX, GDPR), and audit
- expectations in financial services
- Champions AI/ML adoption across the engineering organization and measures its impact on velocity and
- quality
People Management
- Proven track record of hiring, developing, and retaining strong engineering talent at all levels
- Experience managing teams of 10-25 engineers across multiple squads or workstreams
- Skilled at performance management — sets clear expectations, gives direct feedback, manages out
- underperformers, and develops high-potential engineers into leads
- Builds psychological safety across teams while maintaining high standards for delivery and code quality
- Develops M3 managers and tech leads — coaches them on hiring, performance management, and team
- dynamics
Key Differentiators
- Balances strategic thinking with execution — sets quarterly roadmaps and also jumps in to resolve
- escalated production incidents
- Manages through organizational change — has led teams through platform migrations, re-orgs, or shifts
- in engineering culture
- Understands the intersection of engineering and financial product delivery — translates business
- requirements from portfolio managers, compliance teams, or advisors into technical plans
- Drives cross-team initiatives — coordinates dependencies, aligns priorities, and ensures teams work
- effectively together
- Accountable for hiring pipeline health, team retention, and engineering culture at the department level
- Champions AI-first engineering practices and agentic delivery workflows as force multipliers for
- organizational productivity
Job description provided by InvestCloud.
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