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 individual contributor 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 by genuinely integrating agentic development tooling into your daily workflow and setting the standard for your team.
Responsibilities
Technical Leadership & Delivery
• 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, including 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 including 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.
AI‑First Engineering
• Champion organizational minimums of at least 50 percent AI‑authored pull requests and 95 percent AI‑assisted code review adoption.
• Model an agentic development mindset by 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.
Broker Onboarding & Partner Engagement
• 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, advocating 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 requirements are well‑defined, properly scoped, and sequenced for delivery.
• Build credibility with broker partners through technical depth, delivery consistency, and clear communication.
Cross‑Functional Collaboration
• Partner closely with the Platform Integrations and Platform Services teams on new data connections, integration patterns, and shared technical standards.
• Coordinate with matrixed QA engineers to ensure test coverage, quality gates, and release readiness are met across broker‑specific workflows.
• Collaborate with Principal Engineers, the Solution Architect, and peer Lead Engineers on cross‑team technical decisions.
• Surface delivery risks, technical blockers, and scope concerns to the Engineering Manager early and clearly.
Technical Mentorship
• Set the technical bar for the team by establishing coding standards, architectural patterns, and engineering practices the rest of the team follows.
• Mentor engineers on full‑stack development best practices, broker integration patterns, and professional development.
• Contribute to cross‑team technical forums alongside Principal Engineers, the Solution Architect, and Engineering Managers.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 8+ years of hands‑on software engineering experience in enterprise SaaS environments, with demonstrated experience as a Principal or Senior Principal Engineer.
• Deep full‑stack expertise in C#, .NET (Framework and/or Core), Angular, and Oracle, with the ability to lead technical decisions across the entire stack.
• Strong proficiency in Domain‑Driven Design (DDD), including hands‑on experience layering domain models across application, service, and data access tiers.
• Experience with CQRS patterns for command and query separation in multi‑service architectures.
• Demonstrated experience in client‑facing engineering roles, engaging directly with external partners on requirements, design decisions, and technical issue resolution.
• Proven ability to advocate for platform‑generic solutions over one‑off client‑specific builds.
• Demonstrated AI‑first engineering mindset, including hands‑on experience with agentic development tooling and driving AI adoption within a team.
• Strong code review discipline and engineering quality standards, including unit testing, CI/CD practices, and definition‑of‑done rigor.
• Experience with Oracle databases, including PL/SQL development, packages, procedures, views, and query optimization.
• Experience with Angular 15+ including Reactive Forms, RxJS, Angular Material, and TypeScript.
• Experience with Entity Framework Core, including the Oracle EF Core provider.
• 3+ years of experience with Azure cloud technologies and Azure DevOps CI/CD pipelines.
• Experience working with global, distributed teams across multiple time zones.
Bachelor’s degree in Computer Science, Engineering, or equivalent work experience.
Nice to Have Skills & Experience
• Experience working in broker‑dealer, financial services, or equity compensation domains, including familiarity with broker integration patterns or FIX concepts.
• Familiarity with .NET modernization patterns across legacy ASP.NET Web API (.NET Framework) and modern ASP.NET Core services.
• Experience with schema migration tooling such as Liquibase, including changeset management and CI/CD integration.
• Familiarity with observability and monitoring tooling such as structured logging, Datadog APM, or Application Insights.
• Experience with containerization tooling such as Docker, Podman, or similar.
Experience mentoring mid‑level engineers into senior or lead roles.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.