Senior Software Engineer

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee‑for‑service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, Advice Pay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, Advice Pay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee‑for‑service model, our mission remains clear: to empower advisors and firms in offering fee‑for‑service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients.

As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that Advice Pay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest‑Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 Wealth Tech 100 company, which places us among the top 100 innovative Fin Tech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh
* t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

As a Senior Software Engineer at Advice Pay, you’ll play a central role in building and evolving both new and existing product features.

You’ll take a set of user stories, dig into the existing codebase, and propose thoughtful solutions that balance long‑term maintainability with meaningful user impact.

You’ll contribute across the full development lifecycle, from shaping technical approaches to delivering high‑quality implementations, with a focus on minimizing code debt while maximizing real value for users. Your work will directly influence the stability, scalability, and usefulness of the product as it grows.

This role is for you if you enjoy translating real user needs into clean, sustainable technical solutions, like thinking holistically about systems (not just tickets), and want your engineering work to have visible, lasting impact on both the product and the team.

• Design and build secure, maintainable, and scalable solutions that support Advice Pay’s product and growth goals.

• Contribute meaningfully to system design discussions and technical decision‑making.

• Improve existing and legacy code through refactoring and thoughtful evolution over time.

• Help establish and reinforce coding standards to promote consistency and quality across the codebase.

• Investigate, debug, and resolve complex or cross‑system issues.

• Design efficient data access patterns and performance‑sensitive code.

• Deliver complex features with a high level of reliability.

• Break down large initiatives into well‑scoped, executable work.

• Thoughtfully plan and sequence work to reduce risk and avoid rework.

• Proactively identify and surface delivery risks early.

• Balance near‑term delivery needs with long‑term system health.

• Own major components or initiatives from design through long‑term maintenance.

• Anticipate downstream impacts of changes across systems and teams.

• Identify technical debt and contribute to prioritization discussions.

• Partner closely with Product to align technical solutions with user and business needs.

• Participate in planning and refinement conversation to help shape technical outcomes.

• Communicate technical concepts, tradeoffs, and risks clearly to both technical and non‑technical stakeholders.

• Help guide technical discussions toward sound, well‑reasoned decisions.

• Provide…