Descrição da Vaga
*Native/Bilingual English is required for this role (read/written/spoken)
Please upload your CV Resume in English.
Monthly salary:
$5,000 - $5,500 USD
This role starts with the growth program buildout but is expected to expand into broader firm-wide technology initiatives over time. Along with our partner, we are seeking a versatile builder who can move fluidly between data engineering, automation, AI/ML, and full-stack development.
Core Responsibilities:
Growth Engine & Automation
Design and implement automated workflows that support all components of their growth strategy across channels with proper throttling, safety protocols, and compliance guardrails
Build internal dashboards and reporting to track pipeline KPIs, campaign performance, A/B test results, and ROI metrics
Data Architecture & Engineering
Design the data architecture that supports prospect enrichment, advisor matching, campaign analytics, and progressive profiling
Build and manage data pipelines that ingest, clean, and transform data from multiple sources (job change signals, financial triggers, intent data, CRM records)
Implement data models that enable segmentation, scoring, and intelligent routing of prospects to advisors
Ensure data integrity, privacy compliance, and proper governance across all systems
AI & Machine Learning
Develop and iterate on the advisor-prospect matching model using shared-affinity data, engagement signals, and personality indicators
Build progressive profiling logic that refines prospect profiles based on behavioral data collected throughout the outbound sequence
Identify and prototype additional AI/ML use cases as the program matures (predictive lead scoring, optimal send-time modeling, churn risk signals, etc.)
Evaluate and integrate third-party AI tools and APIs where they accelerate development
Full-Stack Development
Build interactive landing pages, lead magnets, and conversion-optimized web experiences tailored to specific prospect personas
Develop widgets, calculators, and interactive tools that serve as lead capture mechanisms (e.g., retirement readiness assessments, portfolio analysis tools)
Create advisor-facing internal tools as needed to support their growth program and broader firm operations
Contribute to additional technology projects as they emerge across the firm
Qualifications:
5+ years of professional software development experience across backend, frontend, and data engineering
Strong proficiency in Python, JavaScript/TypeScript, and SQL
Experience building /cmanaging API integrations, data pipelines, MCPs and automation workflows
Working knowledge of CRM platforms (HubSpot/Salesforce Financial Services Cloud preferred), marketing automation tools and business intelligence systems
Familiarity with AI/ML frameworks and the ability to build, train, and deploy models in production
Comfort working in a fast-paced, evolving environment where priorities shift and scope expands
Strong communication skills and ability to collaborate with non-technical stakeholders
Familiarity with outbound sales infrastructure (email deliverability, LinkedIn automation safety, SMS/RCS protocols)
Experience with data enrichment platforms (Clay) and third-party data vendor integrations
Background in building lead scoring models, recommendation engines, or matching algorithms
Experience with front-end frameworks (React, Next.js) and modern web design
About the Engagement:
This engagement begins with their Organic Growth and Marketing team and is expected to expand firm-wide as the growth engine matures and additional technology needs emerge. The right partner will have the opportunity to shape the technical foundation of a program that is central to their long-term strategy. This is a high-visibility, high-impact role with direct influence on their growth trajectory.
Benefits:
A fully remote position with a structured schedule that supports work-life balance.
The opportunity to play a foundational role in building and scaling a data-driven growth engine at a forward-thinking, advisor-led wealth management firm.
Two weeks of paid vacation per year.
10 paid days for local holidays.
*Please note our partner is only looking for full-time dedicated team members who are eager to fully integrate within their team.
