Asst Director-Engineering; Wealth Management

What You’ll Do

We’re looking for an Assistant Director of Engineering to join our Workplace Personal Investing team. In this critical role, you’ll lead the build of groundbreaking greenfield products that transform how people invest for their future, while leading high performing engineering teams, driving high-impact technical outcomes. As a strategic and technical leader, you’ll drive innovation, guide architectural decisions, and ensure the successful delivery of critical initiatives that shape the future of our retirement and financial planning services.

• Help lead engineering strategy and delivery across Brokerageplatform, brokerage operations, and client servicing capabilities.

• Help manage integrations withclearing firms such asNFS, Pershing or LPL andvendor tools thatprovideadvisor-client collaboration capabilities.

• Own delivery across key wealth platform domains, including advisor tools, client experience, brokerage integration, and servicing operations.

• Drive technological innovation by identifying strategic opportunities that deliver maximum business impact to build and grow our services.

• Assess emerging technologies and influence technical direction, ensuring alignment with enterprise-wide strategic initiatives and solution architecture practices and principals.

• Partner with key stakeholders to transform business objectives into robust technical solutions, while effectively bridging communication between technical and non-technical teams

• Shape product strategy and establish compelling technical vision through active participation in enterprise-level programs.

• Cultivate an exceptional engineering team by fostering innovation, mentoring talent, and building an outcome-driven culture founded on trust and accountability.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.

As Principal continues to modernize its systems, this role will offer you an exciting opportunity to build solutions that will directly impact our long-term strategy and tech stack, all while ensuring that our products are robust, scalable, and secure

• Bachelor’s degree (preference in a computer science, technology, engineering or math-related field) or equivalent experience

• 8+ years of technical experience, demonstrating progressive responsibility and impact with a strong focus on quality.

• Formal Leadership experience is required (successfully leading and mentoring direct reports)

• Leadership Experiences:

• Guiding engineers through complex business challenges

• Designing and deploying resilient and scalable solutions

• Building alignment among diverse stakeholders

• Navigating enterprise-level partnerships

• Leadership Qualities:

• Strategic and innovative mindset

• Adaptability in dynamic environments

• Influential communication and collaboration skills

• 4+ years of Wealth management technology experience is strongly preferred.

• Advanced experience with retail retirement products or within the financial services industry

• Proven track record in solution architecture and systems design

• Demonstrated ability to solve for the future.

• Experience with cloud platforms (e.g. AWS)

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed…