Principal Software Engineer — Broker

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance.

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Job Description:

As a Principal Software Engineer on the Broker Applications team, you will serve as the senior technical authority for the client-facing application layer that connects the Certent Equity Management (CEM) platform to a growing portfolio of broker‑dealer partners. Reporting to the Engineering Manager, you will be the technical lead for a team of engineers and matrixed QA specialists, owning the application‑side development that powers broker integrations — from supporting existing partners to onboarding new ones.

This is a pure IC role operating at a high‑visibility intersection of engineering and client engagement. The Broker Applications team carries one of the organization’s top strategic priorities for 2026 — expanding the broker partner ecosystem — and you will be a key contributor to that growth. You will work closely with the Platform Integrations and Platform Services teams when new data connections are required, but your team is the primary engineering point of contact for broker partners and will interface directly with them throughout the delivery lifecycle.

The right candidate is a seasoned engineer with deep full‑stack expertise, strong client‑facing instincts, and the ability to translate broker‑specific requirements into platform‑generic solutions that scale across the CEM client base. You will bring an AI‑first mindset — genuinely integrating agentic development tooling into your daily workflow and setting the standard for your team.

• Serve as the senior technical authority for the Broker Applications team — making day‑to‑day engineering decisions, setting the bar for code quality, and ensuring the team delivers high‑quality software on schedule.
• Write, review, and contribute production‑quality code across the full stack — C#/.NET, Angular, and Oracle — as an active, hands‑on member of the team.
• Lead architecture discussions and make technical recommendations that align with the long‑term CEM platform strategy — ensuring broker‑specific work generalizes across the broader client base wherever possible.
• Hold the team accountable to engineering standards — unit testing, code review discipline, definition of done, and release readiness.
• Partner with Platform Integrations and Platform Services teams to design and implement new data connections required for broker onboarding and feature delivery.

• Champion ≥50% AI‑authored PR targets and ≥95% AI code review adoption as organizational minimums for your team.
• Model an agentic development mindset — integrating AI tooling into your own daily workflow and actively coaching teammates to do the same.
• Push the team beyond baseline AI adoption into workflows and practices that measurably improve delivery velocity and code quality.
• Stay current on agentic development tooling and bring forward‑looking recommendations to the Engineering Manager.

• Serve as the senior technical point of contact for broker‑dealer partners — engaging directly on requirements, integration design, technical issue resolution, and delivery status.
• Lead the technical execution of new broker onboarding engagements — translating partner‑specific requirements into well‑scoped, platform‑generic solutions.
• Dig into root business problems rather than accepting requirements at face value; advocate for solutions that work across the full broker partner portfolio rather than one‑off builds.
• Partner with the Engineering Manager and Product Management to ensure broker…