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With a global presence-including offices in San Francisco, New York, Denver, London, and Lisbon, plus remote employees worldwide-we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. Let's shape the future of customer engagement together! 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With a global presence-including offices in San Francisco, New York, Denver, London, and Lisbon, plus remote employees worldwide-we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. 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technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations. We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We're an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website https://www.oneadvisory.co/. ROLE DETAILS ROLE OVERVIEW: We're looking for a fullstack engineer to build features across our platform. You'll own end-to-end delivery of product workflows, working across frontend interfaces and backend services to help financial advisors manage client data seamlessly across their tech stack. 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Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations. We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We're an experienced team of start-up operators with deep roots in both tech and advisory. 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Our platform empowers organizations to activate customer data, design seamless cross-channel interactions, and optimize engagement-all with enterprise-grade security and compliance. Today, nearly 1,200 brands across 50+ countries rely on Iterable to drive growth, deepen customer relationships, and deliver joyful customer experiences. Our success is powered by extraordinary people who bring our core values-Be an Owner, Growth Mindset, Run as One, Transparency -to life. We foster a culture of innovation, collaboration, and inclusion, where ideas are valued and individuals are empowered to do their best work. That's why we've been recognized as one of Inc's Best Workplaces and Fastest Growing Companies , and were recognized on Forbes' list of America's Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront's Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work . With a global presence-including offices in San Francisco, New York, Denver, London, and Lisbon, plus remote employees worldwide-we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. Let's shape the future of customer engagement together! 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We were founded nearly 200 years ago, but our past only fuels us to keep pushing the possible. At Citizens, when clients ask, “Can you?”, the unequivocal response is, “We can.” With fiscal strength and stability, a robust suite of products and services, access to global research and asset class capabilities, and a client-centric culture, we're a trusted advisor at every turn, to help clients seize every opportunity. There's never been a better time to bring your career to Citizens. Join one of the nation's largest financial institutions to build the next generation of wealth management and private banking with us. 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