Great Recruiters

Client Delivery, Addepar, Team Lead - Assistant Vice President

Stamford, Connecticut, United States

DIRECT HIRE

TERMS: direct hire

Client Delivery, Addepar, Team Lead - Assistant Vice President [Data Solutions] • [Stamford, Connecticut, United States] About the Role We are looking for a Client Delivery, Team Lead Assistant Vice President who specializes in Addepar. This role will oversee a team of client-facing reporting analysts and associates. This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis. The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Financial reporting and data aggregation tools: Analyze and explain portfolio performance results. Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. Analyze private equity and hedge fund statements for input into system. Work with clients and partners to resolve data issues. Develop and strengthen client relationships through client on-boarding, client account setup and training, day-today support, and issue management. Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues. Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Qualifications 7+ Years of experience in a related field 3+ Years of experience with Addepar Required Experience managing a team: providing feedback, coaching their development, escalating employee issues Experience with RIA/Wealth Management Policies, Procedures and Client Service Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity Excellent customer relation skills and the ability to foster and maintain effective client relationships Strong understanding of financial instruments Able to think critically through complex performance management reporting issues and best practices Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming Benefits The base salary range for this role is $85,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Client Delivery Specialist - Associate

Stamford, Connecticut, United States

DIRECT HIRE

TERMS: direct hire

Client Delivery Specialist - Associate [Data Solutions] • [Stamford, Connecticut, United States] About the Role We are looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology. Responsibilities Financial reporting and data aggregation tools: Analyze and explain portfolio performance results. Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. Perform analysis of private equity and hedge fund statements for input into the system Work with clients and partners to resolve data issues. Develop and strengthen client relationships: Help manage client onboarding, client account setup and training and day-to-day support and issue management. Software maintenance and setup: Perform system setup and configuration, new client setup, new financial account and asset set-up and classification. Assist in data feed management. Create custom reports based on client-specific needs. Liaise with the vendor partners for enhancements, and system and data issues. Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Assess and act upon client and company needs proactively. Qualifications 3-5 years of experience in a related field Bachelor's degree from an undergraduate program Excellent customer service skills and the ability to foster and maintain effective relationships Strong understanding of financial instruments Experience with RIA/Wealth management policies, procedures, and client service Experience working with wirehouses or custodians Organized and self-motivated with the ability to prioritize tasks and meet deadlines Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities Comfortable with technology, software tools, and applications: Able to learn new software quickly Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience with planning tools such as eMoney, MoneyGuidePro, or similar software Strong MS Excel and PowerPoint skills Basic knowledge of database concepts, and any type of programming Working knowledge of Photoshop, HTML design, and/or similar tools Knowledge of various financial products and indices, particularly: Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA Alternative investments Performance reporting calculations and methodologies Portfolio management and rebalancing How Family Offices, RIAs, and investment advisors work Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal Collaborative and able to thrive in a team environment while working independently Able to learn quickly and adapt to an expanding environment Benefits The base salary range for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Manager, Software Engineering - Java

New York City, New York, United States

DIRECT HIRE

TERMS: direct hire

Manager, Software Engineering - Java Our client is a large, technology-driven organization seeking an experienced Manager, Software Engineering to lead teams responsible for business-critical applications and digital platforms. This role combines people leadership, technical fluency, delivery ownership, and business partnership. You’ll manage and develop senior software engineers and technical leads while providing the direction, coaching, staffing, prioritization, and support needed to deliver high-quality software. The ideal candidate is an experienced engineering leader who can balance people, technology, delivery, and business priorities while helping teams continuously improve. Key Responsibilities Engineering Leadership

Lead, coach, and develop software engineers and technical leads through feedback, goal setting, performance management, and career development.
Build effective teams through hiring, staffing, onboarding, and clear accountability.
Support the growth of senior engineers and emerging technical leaders.

Delivery & Business Partnership

Own delivery across scope, quality, timelines, dependencies, risk, budget, and operational readiness.
Partner with product, architecture, QA, operations, and business stakeholders to translate strategy into executable plans.
Help teams prioritize initiatives, communicate tradeoffs, and deliver measurable business outcomes.
Manage staffing and budgets for significant software initiatives.

Technical Leadership

Enable technical leads to drive architecture, design, code quality, and day-to-day engineering execution.
Guide teams working with technologies including Java, Angular, AWS, APIs, microservices, databases, and cloud platforms.
Promote strong practices around automated testing, CI/CD, observability, production support, and reliability.

Continuous Improvement & Innovation

Use engineering and team-performance metrics to improve delivery, quality, and reliability.
Strengthen incident response, root-cause analysis, and continuous improvement practices.
Support responsible adoption of AI-assisted software development, with appropriate human oversight, security, privacy, and quality controls.

Required Qualifications

10+ years of progressive software engineering experience.
Proven experience managing or formally leading software engineering teams, including senior or lead-level engineers.
Strong understanding of the full software development lifecycle, including architecture, development, testing, deployment, production support, performance, and reliability.
Experience leading complex, business-critical software initiatives using Java, Angular, AWS, or comparable modern technologies.
Experience partnering with business and product leaders to define priorities, communicate technical tradeoffs, and deliver outcomes.
Experience managing staffing, delivery planning, dependencies, risk, and budgets for significant technology initiatives.
Bachelor’s degree in Computer Science, Engineering, or related field, or equivalent professional experience.
Strong communication, leadership, analytical, and problem-solving skills.

Preferred Qualifications

Experience with cloud-native architecture, microservices, APIs, distributed systems, DevOps, automated delivery, and observability.
Experience managing multiple teams, technical leads, vendors, or distributed engineering partners.
Experience using engineering metrics to improve delivery and team performance.
Exposure to AI-assisted software development and modern engineering practices.
Experience in high-volume, customer-facing, transactional, retail, ecommerce, financial services, or similarly complex environments.

Why This Role

Lead and develop experienced software engineers and technical leaders.
Influence engineering culture, delivery practices, and technical execution.
Work on business-critical digital platforms with significant organizational impact.
Help shape modern software engineering and responsible AI adoption.
Competitive compensation, annual bonus eligibility, and comprehensive benefits.
Compensation: $140,000–$180,000 Base + Annual Bonus

Apply today for immediate consideration! This is immediate, interview and hire. This role will be on site 4 days per week in White Plains and will require an on site interview. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/

Java Tech Lead (AI Focus) - Hybrid

White Plains, New York, United States

CONTRACT

TERMS: contract

Our direct client, based in White Plains, NY, is seeking an AI-forward Technical Lead who leverages cutting-edge AI tools to transform software development processes. This is a long-term contract position (12-36+ months) with likely extension beyond. This role is a hybrid on-site position and you will be required to work on-site 4 days per week in White Plains, NY.

In this role, the Java Tech Lead will champion the integration of AI into every aspect of the development lifecycle while maintaining responsibility for the overall design, implementation and quality of the code the team produces across one or more projects. You will be expected to proactively identify opportunities to enhance development efficiency, code quality, and team productivity through AI tools and processes. You will partner with IT leadership, architecture, and development staff to establish AI-enhanced vision, strategy and road maps that align with business strategies and organizational priorities. You must collaborate with peers and leadership to leverage AI-driven knowledge and solutions across the organization.

This position is within a development group focused on leading the delivery of best-in-class systems to support client's business lines, across all channels. These include customer and internal applications built on AWS using Microservices Architecture and other AWS components that integrate with existing on-prem systems and databases.

Organizational Relationships:

The Technical Lead reports to the Director of Development and is accountable for daily status on tech design, development, and resource management. The Lead will collaborate with team members to define requirements, design, and develop mission critical applications while continuously exploring and implementing AI-enhanced workflows.

The Technical Lead works with:

Delivery leads to staff projects with associates, contractors, and/or third party teams
Project managers on a plan and estimates
Architecture and delivery leads on solution blueprints
QA and delivery leads on functional testing, integration testing, performance testing and to triage defects
Service introduction on hand-off to application operations team

Qualifications:

Proven experience utilizing AI tools for Java software development including code generation, review, documentation, testing, and debugging (e.g., Amazon Q, GitHub Copilot, or similar platforms)
Proactive, self-directed mindset for identifying and implementing AI-driven process improvements without waiting for top-down directives
Strong prompt engineering skills and commitment to continuous exploration of emerging AI tools to enhance development workflows
8+ years experience in Java backend development demonstrating increasing levels of responsibility
Experience leading a team of 3 or more software developers and mentoring them in AI-enhanced development practices
Bachelor's degree in computer science or equivalent experience
Experience producing solution designs for large-scale, highly available, mission-critical systems
Proficient in designing, creating and consuming Web Services (REST, JSON, OAuth), multi-tier or microservice applications in Java and large scale database applications
Strong experience in SQL and data modeling
Demonstrate sound architecture skills and broad experience designing applications
Ability to communicate complex technical design concepts and translate into non-technical business solutions
Able to communicate well with all levels in the organization, and must be comfortable as a primary contact to internal and external customers
Excellent oral and written communication skills
Experience in Agile, Waterfall and other software development methodologies

Preferred Qualifications:

Experience with developing within a Cloud environment with good knowledge of cloud infrastructure like AWS is a plus
Hands-on experience with Amazon Q and Hero (current company AI tools)
Python scripting experience
Angular experience strongly preferred for any frontend development needs
Experience with ecommerce, retail, and financing is a plus

To ensure a fair and secure hiring process, candidates must complete live video interviews with cameras on and present valid government-issued identification during the process. All interviews are conducted directly with our internal team - proxy interviewing is not permitted.

Apply today for immediate consideration! This is immediate, interview and hire.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/

Benchmark IT - Technology Talent

from 1254 reviews

98% highly recommended

4.77 out of 5 stars

See all 1,254 reviews