Who Are We
Lifeworks Advisors is a modern technology firm that is solving the biggest challenges financial firms and advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell and we are partnered with the leading digital custodian, Apex Clearing Corporation.
What We Are Building
Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to clients and advisors through our modern software platform.
We are building a digital ecosystem on a common data model that connects a seamless and intuitive client experience across all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management.
Our software leverages machine learning, natural language processing, and native cloud technology to solve many of the biggest challenges advisors and clients face today in the wealth management space.
We are delivering The Future of Advice™, today.
What We Are Looking For
Smart. Strategic. Disciplined. Courageous. Never Quit.
Those are the core values that unite our team.
We are a diverse multi-generational team of financial advisors, futures & options traders, institutional money managers, software engineers, and storytellers. Our skill sets are varied and our backgrounds are unique, yet we share a common vision to fundamentally transform the wealth management industry.
We are looking for top-performing software engineers who thrive in a dynamic team environment and who love tackling and solving complex problems. Our software engineers lead the product discussions with our leadership team, advisors and clients; informing their creation of intuitive and seamless software solutions.
Implementation of APIs and event-driven services written to efficiently & effectively serve high demand mobile & web APIs
Implementation of data structures, algorithms, and interfaces built in a variety of schemes/formats: TypeScript & NodeJS, JSON, GraphQL, PostgreSQL, NoSQL, and more
Design of new complex systems from scratch
Improvement of existing processes (macro lens) and code (micro lens)
Maintenance of production applications running on AWS’ cloud services and debugging user errors
Adapted Agile workflow: best practices through requirements analysis, careful implementation, testing, and review
Collaboration with non-technical designers, advisors, consumers, and financial domain experts
Adaptability in a growing startup environment that will pivot as needed to move fast and develop high-quality software
Deep knowledge of NodeJS and TypeScript
Deep knowledge of PostgreSQL
Deep knowledge of Serverless resources and architectures built on AWS, as well as many AWS services
Understanding of common software principles, including but not limited to languages, data structures, algorithms, networking and security
Experience using GraphQL
Experience using Docker and Container Orchestration Services (Amazon ECS or Kubernetes)
Passion for pragmatic software design
Experience designing and implementing cloud service architectures
Preferred experience developing both native mobile and web applications
Team-oriented interpersonal and communication skills
Experience with agile practices in a cross-functional environment
Ability to effectively adapt to rapidly changing technology
Ability to quickly learn and apply business requirements into your work
Competitive drive for quality software development and productivity
Willingness to follow established architecture and development practices while contributing ideas for improvement
Compensation and Benefits
We offer a competitive base salary with incentive bonuses and equity compensation options. We also offer unlimited PTO, health insurance, and a 401(k) retirement plan.
How to Apply
If this sounds like a great fit, please send your resume or detailed LinkedIn profile to email@example.com