Job Specifications
Company Description
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Description
This role works directly with our Lead Software Engineer to deliver enterprise-grade software solutions for Moneta's product development pipeline. This role is critical to our ongoing modernization from legacy systems to a modern microservices architecture. The Software Engineer will contribute significantly to full-stack development across React Native mobile applications, Node.js backend services, and React frontend applications while actively participating in our "3.0" infrastructure transformation. This position provides substantial technical autonomy and direct impact on products used by wealth advisors and their clients daily.
Essential Responsibilities
Build and maintain full-stack applications including React Native mobile (iOS/Android), Node.js backend, and React frontend using TypeScript
Contribute to microservices architecture development with controller-based design patterns
Implement and optimize RESTful APIs with Express.js and TypeScript
Design efficient database models and queries using PostgreSQL and Sequelize ORM
Support data warehouse migration initiatives including Microsoft Fabric integration
Work with Azure Kubernetes Service (AKS), Docker, and CI/CD pipelines for deployments
Participate in code reviews with focus on quality, maintainability, and architectural alignment
Collaborate with offshore development partners, providing technical guidance and knowledge transfer
Integrate AI/ML capabilities and intelligent automation into software solutions
Develop technical prototypes for new approaches and AI-enhanced software features
Continuously improve development workflows and team coordination practices
Qualifications
Education: Bachelor’s degree in computer science, software engineering, or equivalent technical field
Experience: 3+ years of full-stack development experience with cloud-based applications
Mobile Development: Expert-level React Native, Expo EAS, iOS/Android deployment
Backend Development: Advanced Node.js, Express.js, TypeScript, RESTful API design
Database Management: PostgreSQL, Sequelize ORM, database optimization, Microsoft Fabric experience a plus
Frontend Development: React, TypeScript, responsive web development
Cloud & DevOps: Azure services, Docker, CI/CD pipelines, container orchestration
AI Integration: Experience integrating AI/ML capabilities, APIs, and intelligent automation into software solutions
Data Platforms: Palantir Foundry experience a plus but not required
Collaboration Skills: Effective communication, offshore team coordination, and mentoring abilities
Development Tools: Git workflows, Azure DevOps, Jira, automated testing frameworks
Additional Information
This is a full-time, exempt position reporting to the Lead Software Engineer.
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
About the Company
Moneta is one of the nation's premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta's financial advisors work with individuals and families in every stage of the wealth life cycle - from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by...
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