• Define and evolve the strategy for AI, automation and software engineering, aligning with business objectives and customer needs. • Translate business challenges into a clear technical roadmap and prioritised portfolio of initiatives. • Identify and assess emerging technologies, including AI and automation solutions within the Microsoft and Azure ecosystem. • Drive internal transformation by automating manual processes and enabling data‑driven decision making. • Support the adoption of AI and automation in a secure and responsible way, ensuring alignment with compliance and governance requirements. • Act as a senior technical voice, supporting communication between engineering teams and the wider business. • Build business cases for new initiatives and contribute to securing stakeholder and leadership buy‑in. • Present updates and progress to senior stakeholders, including contribution to regular reviews. • Build and maintain relationships with internal teams, customers, partners and suppliers. • Lead, mentor and develop a multidisciplinary engineering team, supporting performance and growth. • Support recruitment and onboarding activity as the team expands. • Promote a collaborative team culture with a focus on quality, delivery and continuous improvement. • Support resource planning and workload management across multiple initiatives. • Remain hands‑on where needed, contributing to solution design and supporting delivery. • Support the definition of technical architecture and best practices across the portfolio. • Maintain engineering standards across quality, testing, security and delivery processes. • Support resolution of complex technical challenges where required. • Manage and maintain the engineering roadmap across projects and initiatives. • Support agile delivery across multiple workstreams, including planning and prioritisation. • Contribute to the development and improvement of delivery processes, standards and documentation. • Support reporting on delivery metrics, progress and outcomes. • Support the development of internal solutions into commercially viable products. • Contribute to proposals, go‑to‑market activity and overall service development. • Help define and measure the value of innovation and automation initiatives.

• You'll own the development of add-ins and integrations within our agentic platform. • You'll be the first dedicated technical member of our new Marketplace team. • You'll work closely with the VP of Software Partnerships to define the marketplace roadmap and relations with software partners. • You'll work with a wide range of technologies – CAD tools, simulation solvers, PLM systems, and AI. • You'll make technical decisions and own integration projects with 3rd parties from end to end. • You deliver customer-facing value regularly through integration projects. • You will mentor peers and contribute to architecture and product decisions.

• Lead day-to-day engineering execution across product and platform initiatives • Partner closely with the CTO on technical architecture, roadmap planning, and engineering strategy • Design, build, and ship production software alongside the team • Recruit, hire, and develop a high-performing engineering organization • Establish engineering processes that maximize speed, quality, and accountability • Drive rapid iteration cycles and help the team move from idea to production quickly • Foster a culture of ownership, urgency, and continuous improvement • Collaborate closely with partners, operators, and clinical stakeholders to translate business needs into software

Role Description Client: Wealth Management Position: Sr Application Developer - Charles River Development (CRD) Term: Contract Compensation: $70/Hr Location: Remote Work Authorization: US or GC ONLY NO H1B's Qualifications - Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent - Must have financial institution or wealth management background in investment - Hands-on experience with the Charles River API Framework (frontend and backend) - 10+ years experience in Application Development - Advanced SQL – complex queries, performance tuning - Java or C# – ability to interpret, collaborate, and support integrations - REST API integration, testing, and troubleshooting - Python Programming - 3+ years CRD Implementation / Customization, Workbench (Manager or Central) configuration experience - Experience with CRD Batch Automation, including monitoring and exception handling - Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) - Experience with optimization tools such as Axioma and OMET/Gap Point - Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Responsibilities - Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support - Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets - Hands-on work with the Charles River API Framework, including: - Frontend APIs – UI workflows, triggers, CRD interaction points - Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows - Build and support integration workflows using REST APIs, services, and messaging frameworks - Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) - Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) - Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD - Ensure Start‑of‑Day readiness for CRD and support ongoing system stability - Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation