17 jobs for "Merrill Advisor Development Program - Financial Advisor: Suburban Boston Market"

Join Us at 55ip & Help the Wealth Management Industry Move Forward

Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston and Mumbai based teams have built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last two years. Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip.

If we look a little different, it's because we are. We're entrepreneurs, product pros, technology enthusiast, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower lies in our hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.

Position Description:

55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The ideal candidate for this role has successfully designed, delivered and maintained large-scale systems for the financial services and / or capital markets' domain. The candidate has successfully demonstrated the ability to lead and manage a team of 3-5 software developers. The candidate will be a motivated and responsible individual; a problem solver; a team player and an empathetic leader; and a proficient software developer, looking to make a significant impact on a fast-growing company.

Responsibilities:

- The end-to-end development, enhancement and maintenance of 55ip's market data platform

- Partner with many stakeholders to define & deliver innovative solution to functional requirements

- Identify, prioritize and allocate tasks to effectively deliver to the firm's technology objectives.

- Architect & develop data ETL processes and data objects.

- Build mentor & manage a team of software developers and testers.

- Planning and running agile-scrum sprints.

- Ensure the team (a) delivers high quality coding standards through code reviews; (b) conducts thorough unit / functional testing; and (c) provides support during UAT & post go-live phases.

Qualifications / Skillsets:

- 12- 14 years of experience in software development.

- Recent experience in leading & mentoring a scrum team.

- Proficient in Python, Django, Pandas, GitHub / Bit-Bucket, Jira, PostgreSQL, and SQL scripting

- Demonstrated experience of designing and executing high-scale data projects

- Clear understanding of OOPs and software design constructs & their implementation using Python

- Expertise in all aspects of software development lifecycle, especially Agile Scrum.

- Exposure to financial capital markets data and trading applications

- Hands-on-experience of RabbitMQ, Redis & NoSQL is a nice to have

- Understanding of R is a nice to have.

- Bachelor's degree (or equivalent) in Computer, Electronic or IT Engineering.

- Strong communication (written and oral) and analytical problem-solving skills.

- Attention to detail, pride in delivering high quality work and willingness to learn.

Grade: Vice President

About 55ip

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-ip.com/

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About JPMorgan Chase

We know our people are our strongest asset. You will never stop learning here, and we will learn with, invest in and support you along the way.

Size: 10,000+ employees
Industry: Financial Services

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