Senior FinTech Architect / Lead Developer

Important – Please Read Before Applying Seeking an expert to lead the development of a next-generation AI-powered robo and digital advisory platform. Responsibilities include architecting the platform, integrating AI technologies, and ensuring scalability and security. The role requires strong leadership and collaboration skills to manage a team of developers. We will only consider applicants who can demonstrate verifiable, hands-on experience building production financial technology systems. If you have not built software used by Registered Investment Advisors (RIAs), wealth management firms, broker-dealers, or digital investment platforms, this project is probably not a good fit. Applications without verifiable examples of prior work will not be considered. Please include: Links to live products or production systems GitHub repositories (if available) Architecture diagrams (if available) Screenshots of platforms you helped build Your specific role in each project Client references (if available) LinkedIn profile Company website (if applicable) Required Verifiable Experience Applicants must demonstrate real-world experience in several of the following areas: Wealth Management Technology Robo Advisors Digital Advisory Platforms Portfolio Management Systems Model Portfolio Management Portfolio Rebalancing Household Management Goal-Based Financial Planning Retirement Income Planning Performance Reporting Risk Assessment Client Portals Charles Schwab & Interactive Brokers Experience (Required) Applicants must have verifiable implementation experience working with one or more of the following: Charles Schwab Advisor Services APIs Charles Schwab Developer APIs Interactive Brokers APIs Interactive Brokers Client Portal API Interactive Brokers Web API Interactive Brokers TWS API Please describe: Which APIs you implemented The purpose of the implementation Portfolio management features Trading functionality Account aggregation Authentication/OAuth Reporting capabilities Performance monitoring If you have not worked directly with Schwab or Interactive Brokers APIs, please do not apply. Solo 401(k) Platform Experience (Highly Preferred) A significant portion of this project involves sophisticated retirement planning for business owners. Experience implementing or supporting the following is highly desirable: Solo 401(k) administration Individual 401(k) plans Roth Solo 401(k) Traditional Solo 401(k) Employer contribution calculations Employee salary deferral calculations Catch-up contributions Mega Backdoor Roth strategies Roth conversion workflows Required Minimum Distribution (RMD) calculations IRS contribution limits Loan calculations Rollovers SEP IRA comparisons Defined Benefit plan comparisons The platform will include intelligent planning tools that help business owners evaluate and optimize retirement contribution strategies while integrating with broader financial planning and investment management workflows. AI Experience Applicants should have production experience implementing: OpenAI APIs Claude APIs Google Gemini AI Agents Retrieval Augmented Generation (RAG) Financial Knowledge Bases AI Workflow Automation Recommendation Engines Natural Language Interfaces Screening Questions Please answer all of the following: Describe your experience building Robo Advisor or Digital Wealth platforms. What production financial systems have you built? What experience do you have integrating Charles Schwab APIs? What experience do you have integrating Interactive Brokers APIs? Have you built automated portfolio management systems? Have you implemented portfolio rebalancing engines? Have you built retirement planning software? Describe your Solo 401(k) experience. What financial APIs have you integrated? What AI technologies have you implemented in production financial applications? What would your recommended architecture be for this platform? Please provide links demonstrating your work. Incomplete applications or applications that cannot demonstrate relevant experience will not be considered and immediately eliminated. Preference will be given to applicants who have worked for companies such as Betterment, Wealthfront, Schwab, Fidelity, Interactive Brokers, Altruist, Apex, Envestnet, Orion, Nitrogen (Riskalyze), Advyzon, eMoney Advisor, RightCapital, MoneyGuidePro, Tamarac, or similar wealth management technology firms.