Cerity Partners is building a data-driven Lead Generation Laboratory to systematically surface, enrich, and route high-quality prospects across the firm. The Platform Owner is the technical and operational backbone of this effort — a dedicated hire who will own the enrichment infrastructure, manage the Lead Lab’s analyst team, and serve as the critical link between data systems and revenue-generating advisors. This is a build-and-operate role for a technically fluent operator who thrives at the intersection of financial services, CRM systems, and modern data tooling. The Platform Owner will have direct impact on Capital Solutions’ ability to identify new clients and expand wallet share across Cerity Partner’s client base. Primary Responsibilities: Tech Stack Ownership - Own and administer all Lead Lab data platforms, including tools for wealth identification, enrichment, relationship mapping, and financial trigger monitoring (e.g., Windfall, Equilar, Aidentified, Seamless.AI, Clay) - Monitor vendor developments and evaluate new functionality; manage contract renewals and vendor relationships - Lead ongoing platform rationalization — eliminating redundancy and maximizing utilization across the enrichment stack - Stay current on emerging AI-powered enrichment tools and signal detection technologies Salesforce Integration & Data Quality - Build and maintain enrichment flows into Salesforce leads, prospects, and client records - Ensure data quality, deduplication, and freshness across the firm’s ~50,000-person client base - Coordinate with the Salesforce admin team and Practice Development on schema design and workflow updates - Serve as key liaison between Central Solutions, Partner Development, and technical execution teams Email Linkage Engine - Implement and maintain Microsoft Graph API integration to surface historical email connections between advisors and prospective clients - Surface warm introduction signals and route connection intelligence to the Concierge Desk and Practice Development - Ensure the linkage engine operates reliably and that output is actionable for business development teams Team & Platform Leadership - Directly manage two Lead Lab Analysts, setting priorities, reviewing outputs, and ensuring alignment with business development goals - Own the Lead Lab’s reporting infrastructure, including dashboards and weekly scored lead batch delivery - Liaise across Central Solutions, Practice Development, and Capital Solutions to ensure the platform serves front-line need Required Qualifications - Bachelor’s degree required; advanced degree in finance, data, or related field a plus - 5–10+ years of experience in financial services, wealth management, or a data/operations role in a complex professional services environment - Strong working knowledge of Salesforce CRM — ideally with hands-on configuration or administration experience - Technical comfort with APIs and data integration concepts; ability to communicate with engineers and translate business needs into technical requirements Preferred Qualifications - Experience with data orchestration tools (e.g., Clay) or workflow automation platforms - Familiarity with financial planning tools such as eMoney, Holistiplan, or Addepar/Orion - Prior experience managing direct reports or a small team Skills and Competencies: - Familiarity with wealth data platforms such as Windfall, Equilar, Aidentified, BoardEx, or similar tools - Highly organized, with a track record of managing multiple vendor relationships and complex data workflows - Strong communicator who can translate data insights into actionable guidance for advisors and leadership - Must accept and thrive in a fast-moving, build-phase environment with evolving priorities Physical Requirements: - Prolonged periods sitting at a desk and working on a computer - Occasional travel to firm offices or vendor meetings may be required Compensation Range: $100,000-$175,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

About UsCircle is building the world’s leading all-in-one platform for online communities. We make it possible for creators, coaches, educators, and businesses to bring together their audience with engaging discussions, live streams, events, chat, courses, and payments — all in one place, all under their own brand. We’re proud to be a fully remote company of around 200 (and growing!) team members from 30+ countries around the world. We seek exceptional individuals around the world, set them up to do the best work of their lives, and in turn, create a meaningful impact in their own lives. We don't track hours, but we do manage for high expectations very closely. We collaborate across time zones, are highly async, and like to document a lot. Twice a year, we bring the whole company together in beautiful places around the world for our company offsites. So far, we’ve hosted offsites in Turkey, Portugal, Mexico, Thailand, Colombia, Italy, Ireland, and more, with still more to come! Check out our Careers page for more about working at Circle. About the roleWe're scaling quickly, and the foundation that supports our product needs to scale with it. We're hiring a Senior Back-End Software Engineer to join our Infra team and take ownership of our Rails stack — keeping it modern, efficient, and built to last. You'll help shape internal tooling, reduce third-party dependencies, and ensure our infrastructure is ready for the next stage of growth. What you'll be doing - Maintain and modernize our Rails stack, including dependency upgrades, performance optimization and security enhancement - Build internal tools, SDKs, and libraries to improve developer experience and infrastructure scalability - Partner with your front-end counter-parts and SREs to support observability, performance, and reliability initiatives - Identify opportunities to build in-house systems that reduce reliance on costly third-party services - Contribute to architectural decisions that improve the performance, security and cost-efficiency of our platform What you'll need to be successful - Strong alignment with our values (find our values on our career page if you haven’t read up on them yet) - You are proficient in English (spoken, written, and reading) at a CEFR Level C2 / ILR Level 5 - Deep expertise with Ruby on Rails, with an emphasis on infrastructure and architectural improvements - Solid experience working with MySQL and/or Postgres - A strong track record of improving performance, scalability, and system reliability - 5+ years of experience in a back-end engineering role, ideally focused on infrastructure or platform systems - Comfortable working autonomously in a fast-paced, fully remote environment Bonus points - You’ve helped scale an early-stage product to 1M+ monthly active users. - Experience with front-end technologies (especially React) - You’ve built internal tooling or SDKs for use across engineering teams - Experience reducing infrastructure or tooling costs through in-house solutions $130,000 - $140,000 USD per yearThe cash compensation range shown is a starting point. In addition to equity, benefits and perks, your cash compensation is subject to an annual review and increase on a once per year basis. The fun stuff - Fully remote: work from anywhere in the world! - Autonomy and trust to do your job: we care about outcomes over everything else. - Paid time away: all employees are given 35 days of PTO annually. We also offer a paid sabbatical after 5 years. - Generous U.S. benchmarked compensation and startup equity no matter where you are in the world.* - Awesome medical coverage with 100% coverage for you and your family, or medical reimbursement options where applicable!* - Parental leave for parents expanding their family, or just starting one. - Home office stipend to help you get up and running. - Learning & development stipend to help you level up your professional skills. - Annual bonus potential for roles that don't already receive variable income or commission. - Company retreats: Twice a year, the Circle team gets together for a fully paid company retreat in incredible places around the world! We’ve had past retreats in Colombia, Portugal, and Mexico, with more planned on the horizon. - Check out our Careers page for more. *Your role, location and unique circumstance may affect this. Candidate Safety & Interview Process NoticeAt Circle, the safety and trust of our candidates is extremely important to us. Unfortunately, recruiting fraud is increasingly common in the job market, and bad actors sometimes impersonate companies or employees. To help protect you, here’s what you can expect from our hiring process: How Our Process Works - All applications are submitted through our official applicant tracking system (Greenhouse). - If selected to move forward, you may be invited to record a short introductory video, or directly into a live interview. - All live interviews are conducted face-to-face over video (Zoom or Google Meet) with a member of the Circle team. - We do not conduct text-only interviews. - We do not conduct interviews via chat apps or messaging platforms. - We do not use AI bots to interview candidates. Official Communication Channels - All official communication from Circle will come from no-reply@circle.co, or an email address ending in @circle.co or @circle.so. - We will never contact you from unofficial domains (such as “.team”, “.careers”, or similar variations). - We will never request sensitive personal information early in the process, or ask for payment of any kind. If you receive a suspicious message claiming to be from Circle, please do not respond. We appreciate your vigilance, and look forward to connecting with you through our official channels. Diversity, Equity & InclusionAs a fully-remote international company, diversity is baked into our DNA. Here’s how our CEO, Sid Yadav, frames our hiring mission: “let’s find talent in underserved and under-represented corners of the world, set them up to do the best work of their lives, and in turn, change their life.” To achieve this hiring mission, we offer competitive U.S. benchmarked compensation no matter where someone’s located in the world, and we proactively seek candidates who expand representation of backgrounds, cultures and lived experiences in our teams. Equal Employment OpportunityCircle is an equal opportunity employer and as such, we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable laws. If you require any accommodations during the recruitment process, please let us know and we will work with you to meet your needs. How We Use Candidate DataAt Circle, we are committed to protecting your personal information. As a job applicant, the personal data you provide to us is collected and processed in accordance with the General Data Protection Regulation (GDPR) in the EU and the California Consumer Privacy Act (CCPA). This notice outlines the types of personal information we collect, the purpose for collecting it, and your rights. Information We Collect: We collect the following categories of personal information from job applicants: - Contact information (such as name, email address, phone number) - Employment history and qualifications - Education history - References and any other information you choose to share with us during the application process Purpose of Collection: We collect this information for the following purposes: - To assess your qualifications and suitability for the position - To communicate with you during the recruitment process - To comply with legal and regulatory obligations Your Rights Under GDPR and CCPA: You have the following rights regarding your personal information: - The right to request access to the personal information we hold about you. - The right to request the deletion of your personal information, subject to certain legal exceptions. - The right to opt out of the sale of your personal information (Note: We do not sell personal information). For more information about how we handle your personal data or to exercise your rights, please refer to our full Privacy Policy. By submitting your application, you acknowledge that you have read and understood this privacy notice.

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! The position You'll be joining a team of engineers across Frontend, Backend, SRE and QA. We're organised into cross-functional development teams assigned to specific verticals. This role is open for several teams, and we will define the exact team that you will be joining during the interview process based on the business needs and your preferences. Regardless of the specific team, you will be working on building tools, APIs and integrations for one of our products. Our backend is built with Elixir and Phoenix, with a Postgres database. We use React and Next.js for our front-end. GitLab is used as a version control tool and a CI/CD solution. Our applications are hosted on AWS. We fully rely on our CI for deployments and deploy multiple times per day. You can check out our Engineering Rulebook to learn more. What this job can offer you - Complex and meaningful challenges — solving them will enable people and businesses to live and operate in any country of the world. - Opportunity to have a significant impact on the business — we are still very early in our journey as a company, and each change you make today is amplified by the company's growth. - A lot of freedom to organize your work and life — you are not bound to daily standups, recurring meetings or other ceremonies. - Competitive salary, stock options, unlimited PTO and a set of perks and benefits. - A supportive and kind work environment where we would like you to challenge the dogmas and pursue innovation! - Strong team of experienced engineers who will support and facilitate your professional growth. What you bring Must have (professional experience): - Strong engineering fundamentals and a track record of shipping production systems that are secure, reliable, and scalable. - Practical experience designing or adopting agentic/automation workflows (or comparable systems) and improving them through iteration. - Ability to think in systems: define specs clearly, break down plans, instrument verification, and close the loop on quality. - Postgres (or similar). - CI/CD (GitLab, GitHub, Jenkins or similar). Nice to have - Experience with Functional Programming languages such as Elixir, Erlang, Scala, Clojure, Haskell, etc. - Kubernetes - Docker - AWS - Nextjs - React/Vue/Angular Key Responsibilities - Lead the development of major team-scoped projects, participate in cross-team initiatives for Remote's HR and Payroll products. - Actively participate in product work in the team: provide feedback, suggest solutions to the problems. Use technical insights and expertise to suggest product improvements. - Maintain good understanding of the team’s domain, both from product and engineering sides. - Provide feedback on code reviews. - Contribute to the shared codebase. - Debug and solve technical and business issues. - Participate in non-team activities, such as support rotations, hiring process, RFC discussions, etc. - Mentor and provide guidance to other engineers. - Investigate, propose and participate in implementation of improvements to our platform. - Implement interfaces with performance, accessibility, and API design in mind. - Redesign how engineering work ships with autonomous agents as the default execution layer. - Propose and operationalize agentic workflows end-to-end (spec → plan → execute → verify) to deliver outcomes faster. - Build reusable agentic workflows and primitives in the codebase so teams can apply them repeatedly across domains. - Use verification loops (tests, checks, evals, guardrails) to ensure results are correct, secure, reliable, and scalable. Practicals - Team: Engineering - Location: Anywhere in the World - Start date: As soon as possible Application process - Interview with our Recruiter - Interview with an Engineering Leader - (async) Code exercise and review - Interview with members of the engineering team - Bar Raiser interview - Executive interview - Offer + Prior employment verification check #LI-DNI #LI-DNP Remote's Total Rewards philosophy is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally. Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards & People Enablement team on a case by case basis. The annual salary range for this full-time position is $53,300—$119,850 USD Benefits Our full benefits & perks are explained in our handbook at remote.com/r/benefits. As a global company, each country works differently, but some benefits/perks are for all Remoters: - work from anywhere - flexible paid time off - flexible working hours (we are async) - 16 weeks paid parental leave - mental health support services - stock options - learning budget - home office budget & IT equipment - budget for local in-person social events or co-working spaces How you’ll plan your day (and life) We work async at Remote which means you can plan your schedule around your life (and not around meetings). Read more at remote.com/async. You will be empowered to take ownership and be proactive. When in doubt you will default to action instead of waiting. Your life-work balance is important and you will be encouraged to put yourself and your family first, and fit work around your needs. If that sounds like something you want, apply now! How to apply - Please fill out the form below and upload your CV with a PDF format. - We kindly ask you to submit your application and CV in English, as this is the standardised language we use here at Remote. - If you don’t have an up to date CV but you are still interested in talking to us, please feel free to add a copy of your LinkedIn profile instead. Not only do we encourage folks from all ethnic groups, genders, sexuality, age, abilities, disability status and any other under-represented group to apply, but we prioritize a sense of belonging. We have 4 ERGs (Women, Disability, Queer, Minorities in Tech) who meet regularly with the People team. During your interviews and beyond, we ask & encourage anybody who needs an accommodation to request one from their recruiter. We will ask you to voluntarily tell us your pronouns at interview stage, and you will have the option to answer our anonymous demographic questionnaire when you apply below. As an equal employment opportunity employer it’s important to us that our workforce reflects people of all backgrounds, identities, and experiences and this data will help us to stay accountable. We thank you for providing this data, if you chose to. At Remote, we embrace AI as a valuable tool while prioritizing human creativity and authenticity. We look forward to meeting candidates who balance innovation with genuine expertise and experience. To learn more about Remote's AI guidelines check see here. Please note we accept applications on an ongoing basis.

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! The position You'll be joining a team of engineers across Frontend, Backend, SRE and QA. We're organised into cross-functional development teams assigned to specific verticals. This role is open for several teams, and we will define the exact team that you will be joining during the interview process based on the business needs and your preferences. Regardless of the specific team, you will be working on building tools, APIs and integrations for one of our products. Our backend is built with Elixir and Phoenix, with a Postgres database. We use React and Next.js for our front-end. GitLab is used as a version control tool and a CI/CD solution. Our applications are hosted on AWS. We fully rely on our CI for deployments and deploy multiple times per day. You can check out our Engineering Rulebook to learn more. What this job can offer you - Complex and meaningful challenges — solving them will enable people and businesses to live and operate in any country of the world. - Opportunity to have a significant impact on the business — we are still very early in our journey as a company, and each change you make today is amplified by the company's growth. - A lot of freedom to organize your work and life — you are not bound to daily standups, recurring meetings or other ceremonies. - Competitive salary, stock options, unlimited PTO and a set of perks and benefits. - A supportive and kind work environment where we would like you to challenge the dogmas and pursue innovation! - Strong team of experienced engineers who will support and facilitate your professional growth. What you bring Must have (professional experience): - Strong engineering fundamentals and a track record of shipping production systems that are secure, reliable, and scalable. - Practical experience designing or adopting agentic/automation workflows (or comparable systems) and improving them through iteration. - Ability to think in systems: define specs clearly, break down plans, instrument verification, and close the loop on quality. - Postgres (or similar). - CI/CD (GitLab, GitHub, Jenkins or similar). Nice to have - Experience with Functional Programming languages such as Elixir, Erlang, Scala, Clojure, Haskell, etc. - Kubernetes - Docker - AWS - Nextjs - React/Vue/Angular Key Responsibilities - Lead the development of major team-scoped projects, participate in cross-team initiatives for Remote's HR and Payroll products. - Actively participate in product work in the team: provide feedback, suggest solutions to the problems. Use technical insights and expertise to suggest product improvements. - Maintain good understanding of the team’s domain, both from product and engineering sides. - Provide feedback on code reviews. - Contribute to the shared codebase. - Debug and solve technical and business issues. - Participate in non-team activities, such as support rotations, hiring process, RFC discussions, etc. - Mentor and provide guidance to other engineers. - Investigate, propose and participate in implementation of improvements to our platform. - Implement interfaces with performance, accessibility, and API design in mind. - Redesign how engineering work ships with autonomous agents as the default execution layer. - Propose and operationalize agentic workflows end-to-end (spec → plan → execute → verify) to deliver outcomes faster. - Build reusable agentic workflows and primitives in the codebase so teams can apply them repeatedly across domains. - Use verification loops (tests, checks, evals, guardrails) to ensure results are correct, secure, reliable, and scalable. Practicals - Team: Engineering - Location: Anywhere in the World - Start date: As soon as possible Application process - Interview with our Recruiter - Interview with an Engineering Leader - (async) Code exercise and review - Interview with members of the engineering team - Bar Raiser interview - Executive interview - Offer + Prior employment verification check Remote's Total Rewards philosophy is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally. Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards & People Enablement team on a case by case basis. The annual salary range for this full-time position is $53,300—$119,850 USD Benefits Our full benefits & perks are explained in our handbook at remote.com/r/benefits. As a global company, each country works differently, but some benefits/perks are for all Remoters: - work from anywhere - flexible paid time off - flexible working hours (we are async) - 16 weeks paid parental leave - mental health support services - stock options - learning budget - home office budget & IT equipment - budget for local in-person social events or co-working spaces How you’ll plan your day (and life) We work async at Remote which means you can plan your schedule around your life (and not around meetings). Read more at remote.com/async. You will be empowered to take ownership and be proactive. When in doubt you will default to action instead of waiting. Your life-work balance is important and you will be encouraged to put yourself and your family first, and fit work around your needs. If that sounds like something you want, apply now! How to apply - Please fill out the form below and upload your CV with a PDF format. - We kindly ask you to submit your application and CV in English, as this is the standardised language we use here at Remote. - If you don’t have an up to date CV but you are still interested in talking to us, please feel free to add a copy of your LinkedIn profile instead. Not only do we encourage folks from all ethnic groups, genders, sexuality, age, abilities, disability status and any other under-represented group to apply, but we prioritize a sense of belonging. We have 4 ERGs (Women, Disability, Queer, Minorities in Tech) who meet regularly with the People team. During your interviews and beyond, we ask & encourage anybody who needs an accommodation to request one from their recruiter. We will ask you to voluntarily tell us your pronouns at interview stage, and you will have the option to answer our anonymous demographic questionnaire when you apply below. As an equal employment opportunity employer it’s important to us that our workforce reflects people of all backgrounds, identities, and experiences and this data will help us to stay accountable. We thank you for providing this data, if you chose to. At Remote, we embrace AI as a valuable tool while prioritizing human creativity and authenticity. We look forward to meeting candidates who balance innovation with genuine expertise and experience. To learn more about Remote's AI guidelines check see here. Please note we accept applications on an ongoing basis.