- Harnessing the transformational power of emerging technologies
- Bridging the gap between business and engineering
- Lead end-to-end design and delivery of Tax Lot Harvesting capabilities
- Architect scalable solutions using .NET, AWS, and Angular-based front-end integration
- Define interaction patterns between agentic AI services and Angular UI (APIs, real-time insights, UX flows)
- Enable natural-language-driven insights surfaced through intuitive UI components
- Design systems to identify tax optimization opportunities (gain/loss harvesting, drift, cash)
- Ensure seamless embedding of intelligence into Order Entry workflows and UI
- Drive engineering best practices across backend and frontend integration
- Mentor team members across full-stack (backend + Angular) development
- 10+ years of software development experience
- 7+ years of strong experience in .NET (C#, APIs, microservices)
- Working knowledge of Angular (UI integration, API consumption, component design)
- Strong experience in trading systems (Order Entry, portfolio workflows)
- Proven experience with agentic AI / AI-driven applications
- Strong AWS experience (must-have)
- Understanding of tax lot accounting or portfolio tax optimization concepts
- Excellent communication and stakeholder management skills
- AWS Certified Solutions Architect / Developer
- Experience designing data-driven UI/UX for analytics or decision-support systems
- Familiarity with real-time UI updates (WebSockets, streaming data)
- Experience with financial advisory or wealth platforms
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