BBR Partners jobs - 24 jobs

Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of empathy, integrity and rigor, the firm has organically grown to now manage over $35 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built. We are seeking an experienced Estate Planning Attorney to engage directly with our UHNW clients and prospects, providing expert advice, supporting client teams, and delivering internal training to client advisors. This individual will serve in a consultative nature to advisors and clients alike, with no document drafting or hourly billing requirements. This role has an intended requirement of 2 days per week on site. Key Responsibilities: Direct Client and Prospect Engagement Engage directly with a sophisticated national and international client base. Foster in-depth discussions on complex estate planning issues in collaboration with internal client coverage teams and external counsel to deliver optimal solutions. Participate in client and prospect meetings, taking on lead role in discussing wealth planning ideas. Engage in internal strategy sessions aimed at converting prospective clients. Client Team Support Serve as a subject matter expert to client coverage teams on complex trust and estate planning matters. Ensure client teams deliver high level and effective advice on trust and estate topics. Review and analyze client estate planning documents alongside client coverage teams. Utilize planning software to provide detailed summaries of estate plans. Partner with internal teams to develop impactful educational materials for clients and prospects. External Advisor Relationship Management Develop and maintain relationships with external trust and estate attorneys and industry COIs. Work in partnership with our Wealth Strategies Team to maintain and curate a list of preferred providers for firm clients. Represent BBR Partners at estate planning conferences and industry networking events, staying current on and facilitating the adoption of the latest planning techniques. Create and author tailored planning content for an UHNW audience. Internal Education Collaborate with our internal learning and development team to develop a firm wide knowledge sharing strategy. Educate and mentor internal client advisors on complex estate planning concepts, keeping them informed about new laws, client updates and best practices. Develop internal training sessions and presentations regarding estate planning strategies and ongoing projects. Adoption of New Technologies Stay current on developments in technology tools designed to provide more efficient and comprehensive analysis of client estate planning strategies and to provide more effective communication with client families on estate topics. Facilitate adoption and implementation of new tools including application of AI technologies. Requirements: Juris Doctorate with 7+ years of estate planning experience working with UHNW families. LLM in taxation or CPA is beneficial. Deep knowledge of complex estate planning strategies. Strong communication skills and ability to explain intricate strategies to our client base and internal teams. Proven relationship builder. Problem solving and creative idea generation is highly valued for this role. What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteer opportunities and matching charitable gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $250,000 and $300,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Executive Assistant / Office Manager Company: Advantage Capital Advantage Capital has been financing projects and companies in communities underserved by traditional sources of capital since 1992, helping transform local economies. Advantage provides federal and state tax credit equity to help finance small businesses, affordable housing, and renewable energy developments. Advantage has acquired over $3B in federal tax credits and $2.7B in state tax credits utilizing 52 distinct state and federal programs over our more than 30-year history and, in the process, developed deep expertise in efficiently structuring and closing transactions. Join us at ****************************** About the Role: We are seeking a polished, proactive, and highly organized Executive Assistant / Office Manager to support senior leadership and manage daily operations of our New York office. You'll be the backbone of a 30-person office, playing a key role in creating a professional, welcoming, and productive work environment. This is a high-impact position suited for someone who thrives in a fast-paced setting, anticipates needs, and takes initiative with grace and discretion. You'll be both a strategic partner to leadership and a day-to-day problem solver who helps the office run smoothly and efficiently. Key Responsibilities: Provide high-level executive support including calendar management, meeting coordination, travel planning, and expense reporting. Act as liaison with building management, overseeing office maintenance, security, and facilities issues. Proactively manage office space planning and optimize workspace logistics to support organizational growth and efficiency. Plan, coordinate, and execute firm events, including in-office gatherings and offsite activities across New York City. Serve as the primary point of contact for all office vendors, negotiating pricing and service terms to ensure favorable agreements. Maintain office and kitchen inventory; manage purchasing, vendor relationships, and invoice processing with a focus on cost control and service excellence. Oversee incoming and outgoing communications including mail, shipments, and internal announcements. Lead culture-building initiatives, creating an environment that promotes collaboration, recognition, and community. Provide frontline technical support for office-related issues (conference rooms, equipment, connectivity) and escalate to IT partners as needed. Identify opportunities to streamline office operations, implement best practices, and drive continuous improvement. Qualifications: Minimum of 5 years' experience supporting senior executives and/or managing office operations in a professional services or fast-paced corporate environment. Exceptional organizational, communication, and interpersonal skills. Highly proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Strong problem-solving skills, with the ability to anticipate needs and deliver solutions independently. Professional demeanor with the ability to handle confidential information with discretion. Preferred Skills: Notary Public certification, or willingness to obtain within the first 90 days of employment. Experience operating in Mac OS environments. Familiarity with Salesforce, Zoom, and related technology platforms. Prior experience providing basic in-office technical support. Event planning and execution experience for professional audiences. Additional Attributes: A proactive, resourceful, and results-driven approach. A dynamic work ethic and positive attitude; thrives under pressure and adapts quickly to change. Strong negotiation skills and a cost-conscious mindset when managing vendors and office expenditures. Ability to build strong internal relationships and be a trusted partner to leadership. Salary: $80,000-$100,000, depending on experience and qualifications. #LI-ONSITE

Operations Associate, Cash Management & Trading Administration BBR Partners is a fast-growing wealth management firm serving high-net-worth individuals and families. Founded in 2000, we now manage over $35 billion in client assets. Our people are our greatest strength, and we're proud of the collaborative, innovative culture we've built. If you're looking to be part of a team that values growth, impact, and fresh ideas, we invite you to join us on our journey! Responsibilities: Cash Movement & Banking Operations: Coordinate with client custodians to execute external wires, ACH transfers, and inter-account cash movements Ensure all cash transactions are completed accurately and on schedule Trade Execution: Ensure timely and accurate execution of client trades including: Alternative assets (e.g., hedge funds, private equity funds) Standard liquid assets (e.g., mutual funds, equities) Use rebalancing software to generate and process mutual fund trades as required Relationship Management & Communication: Manage trade-related communications and maintain relationships with: Third-party equity and fixed income managers Alternative fund managers and fund administrators Account Lifecycle & Compliance Support: Handle ongoing account events, including: KYC/AML requests and documentation Ad hoc fund account-related requests Qualifications: Required : 1-3 years of post-undergraduate work experience in finance, accounting, or operations Strong communication and interpersonal skills (written and verbal) High level of attention to detail & organizational skills Diligence and intrinsic self-motivation Demonstrated history of initiative and ability to learn quickly Excellent quantitative, mathematical, problem-solving skills Proficiency with Excel, familiarity with all other Microsoft Office products Preferred: Bachelor's degree Experience with banking and custodial operations Exposure to and familiarity with: Traditional assets such as Equities, Fixed Income, Mutual Funds, etc. Alternative assets such as Hedge Funds and Private Equity Funds Working knowledge of SS&C/Advent APX, or similar portfolio management/accounting software What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteer opportunities and matching gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $70,000- $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service. Responsibilities: Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning Generate and edit presentations for existing clients and marketing presentations for prospects Prepare reporting for internal meetings relating to clients, prospects, and investment managers Maintain data integrity across multiple systems Collaborate with senior team members to resolve complex client requests or issues Attend and participate in client meetings, offering thoughtful suggestions and solutions Valued Competencies: 1 or more years professional or relatable experience ideally in Asset or Wealth Management Undergraduate degree and a strong academic track record Proficiency in MS Office Suite, especially Excel High degree of intellectual curiosity Excellent communication and time allocation skills: adept at managing expectations Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team Comfortable being wrong: seeks to learn from mistakes and takes accountability Exhibits enthusiasm for professional development and personal growth Demonstrates unquestioned ethics and credibility What We Offer: Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation opportunity. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure. Hybrid work environment, “Work from Anywhere” weeks, and business casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! We thank you for your interest and look forward to reviewing your profile.

BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a DevOps Engineer, to play an integral role as a member of its IT department, working closely with Software Development & Data Engineering teams. This person is responsible for designing, implementing, and managing the systems, tools, and automation that support continuous integration, continuous delivery (CI/CD), and scalable infrastructure. We are looking for a highly motivated self-starter with a strong work ethic who enjoys contributing to a small-firm environment. This is a full-time position that requires a minimum of 8 years of experience and the ability to work on premises from our New York City headquarters three days per week. Responsibilities: Cloud Infrastructure & Automation Design, build, and maintain secure, scalable cloud environments (preferably Azure) using Infrastructure as Code (Terraform). Build and maintain standardized, hardened machine images using HashiCorp Packer to support immutable infrastructure, security baselines, and rapid recovery Implement network segmentation, private endpoints, and secrets management (e.g., Azure Key Vault, AWS Secrets Manager). CI/CD Engineering Own architecture and standards for CI/CD pipelines (GitHub Actions, Azure DevOps, GitLab CI/CD, Jenkins/Octopus) with: Automated testing and quality gates Security scanning (SAST, DAST, dependency scanning) Artifact management and controlled deployment strategies. Enable development teams through reusable templates, modules, and golden pipelines. Own and enforce version control best practices across application code, infrastructure-as-code, and CI/CD pipelines, including branching strategies, peer review, and controlled releases. Automate change management controls through CI/CD workflows, approvals, and versioned deployments to support audit and regulatory requirements Containerization & Orchestration Build and optimize containerized workloads (e.g., Docker, Kubernetes) including GitOps and service mesh integrations. Security, Compliance & Governance Embed security-by-design principles into all layers of the platform. Implement guardrails, policy-as-code, and automated evidence collection aligned with SEC expectations and NIST/ISO frameworks. Observability & Reliability Deploy and maintain observability stacks (metrics, logs, traces) using tools like Datadog and/or Logic Monitor. Define SLOs, SLIs, and error budgets; lead incident response and postmortems. Data Platform & Integrations Own platform infrastructure for data pipelines (Airflow, dbt), support the enforcement of data quality and lineage, and protection of PII through encryption and masking. Support secure integrations with custodians, trading systems, CRMs, market data providers, and internal APIs. Developer Experience & Enablement Enable engineering teams to self-service with platform tooling, best practices, and documentation (confluence). Promote cloud-native architecture, reliable delivery patterns, and cost-conscious design. Ideal Qualifications: Hands on experience with cloud platforms (Azure preferred, AWS/GCP acceptable). Strong proficiency with Infrastructure as Code, especially Terraform. Experience building and maintaining CI/CD pipelines Strong knowledge of Linux/Windows systems and scripting skills. Experience with containers and orchestration platforms. Experience with configuration management tools (Ansible, Puppet, Chef). Security mindset: key management, secrets management, compliance. Knowledge of SDLC and Agile methodologies. Understanding of networking fundamentals (DNS, load balancing, firewalls). Familiarity with site reliability engineering (SRE) practices. An undergraduate degree in Information Technology or a related field with a strong academic track record is preferred Must have strong communication skills (written and verbal) and critical thinking skills Must be successful working in a team-based environment Must be highly motivated, proactive, ethical, and professional Solid organizational skills including attention to detail and multi-tasking skills Experience driving DevOps adoption in organizations with established IT operations. Demonstrated ability to influence stakeholders and drive cultural change. Financial Services experiences a plus What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteerism opportunities and matching gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $150,000 and $200,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting. The right candidate is collaborative, organized, and focused on upholding BBR's exceptional standards of service and hospitality. Responsibilities Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise, promptly and with care Handle client and accountant queries and requests, establish custodial accounts, and assist client in completing firm and custodian paperwork Portfolio cash management - attend to recurring and ad hoc cash and security transfer requests; complete ACH and wire transfers as required Support investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies Manage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative investment valuations Coordinate monthly client statements and quarterly management fees Interact with all levels of BBR staff and management Preferred Qualifications 1-3 years of post-undergraduate relevant work experience Must be a team player and possess a client first attitude Ability to prioritize and manage multiple tasks at once Knowledge of portfolio administration and various custodial interfaces Experience working with private high net-worth clients and/or institutional clients Proficiency in MS Word, Excel, Outlook, CRM software, ACH and wire transfers Exposure to Portfolio Management Software such as Advent APX What We Offer Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $80,000 and $90,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, inherently collaborative, and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. This person must be collaborative, team-oriented, energetic, and willing to provide the highest level of client service maintaining the utmost in ethical standards. The right candidate is passionate and motivated, embodies a strong work ethic, an entrepreneurial mind-set, and enjoys working in a collaborative environment. We prize independent lateral thinkers with diverse points of view. We are as driven to serve and make an impact in our communities as we are to delivering superior results. Our greatest asset is our people and the notable culture that we've built and want to expand. Join us on our journey! Your Responsibilities: Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity Liaise with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client's overall wealth management plan Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff's work product Participate in client meetings with a focus on creating meaningful change Act as a resource to other members of the firm by contributing to internal meetings regarding the firm's strategies and offering your thoughts and suggestions Assist new clients in defining investment goals as they transition into our firm Nurture relationships with various service providers that may offer benefits to our client base Contribute your insights to the sales and marketing process as it relates to prospective clients Desired Qualifications: Minimum of 5 years of relevant work experience Experience working with high-net-worth individuals and families with a strong emphasis on client service Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments Ability to work in a team-based environment and to become an integral part of existing client relationship teams Highly motivated, extremely ethical, and professionally mature Requirements: You will need to take the Series 65 exam unless you meet one of the other qualifications below: You have already passed the Series 65 and your exam has not expired You have already passed both the Series 7 & 66 and your exams have not expired You hold a certain professional designation such as CFA or CFP and your registration is active What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteerism opportunities and matching gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $130,000 and $170,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

SR ASSOCIATE - ANALYTICS ENGINEER, CLIENT INTELLIGENCE BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 25 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking an Analytics Engineer to join our Client Intelligence team. This role will design and build scalable data infrastructure that powers client reporting and analytics for our Advisory business. You'll work at the intersection of data engineering and business requirements, building pipelines, APIs, and automation that deliver sophisticated client insights at scale. Reporting to our Head of Client Intelligence, you'll collaborate closely with our Data Engineering and Software Development teams to leverage shared platform capabilities while owning the technical solutions specific to client deliverables. This is a high-impact role with direct visibility into the ways we serve our clients. RESPONSIBILITIES Analytics Engineering Design and build data pipelines using Airflow and dbt to automate client reporting processes Develop API wrappers and services for client-specific data access and configuration management Build and maintain derived datasets, metrics, and aggregations for client portfolio analytics Collaborate with our core Data team to consume canonical APIs and datasets from various Cloud platforms Implement data quality checks and validation frameworks for client-facing deliverables Leverage Alteryx and Airflow for evolving pipelines to become more code-centric Solution Development Partner with our Software Development team to build highly tailored applications to drive analytics Translate Advisory team requirements into technical specifications and scalable solutions Design allocation and mapping frameworks that allow for top-level and drill-down analysis across custom domains. Build automation that reduces manual effort in client reporting workflows Analytics & Insights Develop client-facing metrics and analytics using Python and Jupyter notebooks Support ad-hoc analysis requests from Advisory team when needed Create reusable analytical frameworks that can be applied across client portfolios Platform Integration Integrate with third-party SaaS platforms (including Seismic) to deliver client materials Establish patterns and best practices for maintainable, scalable client reporting solutions Document technical designs and architectural decisions QUALIFICATIONS Technical Skills 3-5+ years of experience building production data pipelines and automation Strong proficiency in Python for data engineering and analysis Experience with modern orchestration frameworks (Airflow strongly preferred) Advanced SQL skills and experience with data transformation tools (dbt strongly preferred) Familiarity consuming data via API (REST) endpoints Familiarity with cloud data warehouses (Snowflake preferred) Version control and software development best practices (Git, CI/CD) Preferred Qualifications Experience integrating with or configuring enterprise SaaS platforms Background in financial services, wealth management, or client-facing analytics Experience with BI/visualization platforms (Power-BI, Tableau) Familiarity with Cloud infrastructure WHAT WE OFFER Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. ADDITIONAL INFORMATION Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $100,000 and $120,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a Director of Infrastructure, based in the New York office, to play an integral role as a member of its IT department. Responsibilities include delivery of all IT infrastructure and related IT operations used to enable business capabilities and services across the firm. This person will be responsible for defining IT Infrastructure strategy, direction, architecture, standards, and management to include disaster recovery, security, systems, servers, networks, and storage. This role will manage the IT helpdesk and system engineers and must ensure reliable 24x7 operations. This role will report directly to the CTO. Responsibilities: Strategic Leadership Set the mission, vision, and strategy of the IT Infrastructure to maximize the success of business and IT enterprise initiatives. Lead infrastructure modernization initiatives including cloud migration, network upgrades, and automation. Collaborate with senior leadership to support digital transformation and innovation. Build successful stakeholder relationships with other IT and business leaders by developing a clear understanding of business needs and ensuring cost-effective delivery of IT services to meet those needs. Research and recommend new technologies, applications, hardware, etc. Provide direction on what emerging technologies should be incorporated into products and services to successfully deliver overall IT strategy. Maintain a comprehensive knowledge of current trends and developments in the industry. Cloud & DevOps Architect and oversee hybrid and cloud environments (preferably Azure), ensuring optimal performance, scalability, resiliency, security, and cost-efficiency. Champion DevOps best practices including CI/CD pipelines, infrastructure-as-code, configuration management, automated testing, and monitoring. Drive adoption of containerization and orchestration technologies (e.g., Docker, Kubernetes). Operational Excellence Manage ongoing strategic vendor partner relationships, including but not limited to MSP and MSSP relationships, and ensure timely and cost-effective delivery of services and products. Conduct vendor evaluations ensuring best in class technologies and partners. Oversee the day-to-day operations of infrastructure including our data center, cloud environment, networks, storage, and disaster recovery. Administer our M365 environment, including but not limited to Exchange Online, MS Teams, Azure Active Directory, and MS Dynamics 365 Oversee the monitoring, maintenance, testing and administration of all IT systems, to include applications, servers, storage, firewalls, switches, desktops, laptops, A/V equipment, and mobile devices. Implement upgrades needed to maintain service levels. Ensure high availability, performance, and scalability of systems across the firm. Security & Compliance Manage the company's Cybersecurity strategy roadmap. Maintain a Disaster Recovery strategy plan for critical systems and infrastructure. Establish and maintain compliance with necessary IT policies and procedures for the smooth operations and recovery of the computing environment. Deploy and manage systems/ applications/monitoring processes and tools to proactively identify and resolve problems within the environment. Own the third-party risk management program including vendor security assessments and ongoing monitoring of supply chain and SaaS risks. Partner with compliance team to ensure infrastructure meets cybersecurity and regulatory standards (e.g., SEC). Implement robust monitoring, logging, and incident response protocols. Team Leadership Be an escalation point for Tech Support including any issues related to the end-user computing environment (desktops, laptops, mobile devices, printers, applications, etc.). Ensure end-user needs are met in a timely and effective manner. Build and lead a high-performing infrastructure team, fostering a culture of accountability and continuous improvement. Mentor and develop talent across engineering and operations. Budget & Planning Develop and manage infrastructure budgets, forecasts, and capacity planning. Evaluate and recommend new technologies and tools to improve efficiency and reduce risk. Technical Skills: Microsoft certifications i.e., Azure Solutions Architect Expert, Cybersecurity Architect Expert Cybersecurity certifications i.e. CISSP, CISM, CCSP Microsoft Windows Server 2016, 2019, 2022, 2025, Linux (Ubuntu 22.04 and higher) Windows 11 Containerization (Docker, Kubernetes), CI/CD Pipelines (GitHub Actions, Jenkins), Version Control (Git) and Infrastructure as Code (Terraform, ARM, Packer) Configuration Management technologies i.e., Ansible, Puppet, Chef Understanding of SAST/DAST/SCA tooling such as Snyk, Veracode or Checkmarx Familiar with secrets management (Hashicorp Vault, Azure Key Vault, or Keeper) VMware in multiple host environments Remote desktop technologies (Citrix, VPN, VDI) Programming/scripting skills in Python, Bash or PowerShell Cloud Services with preferred Azure M365 (Entra ID, email, MS Teams, SharePoint, OneDrive, Power BI, Power Automate, MS Office 365, conditional access policies) Strong understanding of networking and routing Hardware: PC's, laptops, printers, Nutanix servers, Cisco switches and Fortinet firewalls a plus Knowledge of products like Varonis, Zscaler, Logic Monitor, Tenable, Rubrik EDR software, DLP Software, and Micro segmentation software CSPM, SSPM TCP/IP, DNS, DHCP, WAN, LAN, VoIP, VLAN Good presentation skills to all levels, both technical and business Requirements: A bachelor's or advanced degree in computer science, business information systems, or other computer related degree 10+ years' experience helping to transform IT infrastructure Proven experience in IT infrastructure management in a complex environment and a background in architecture, systems administration, network administration, cloud architecture, and DevOps Leadership experience in directing, leading, and mentoring IT professionals Familiar with Zero Trust architectures and cloud-native security best practices Solid project management skills and the ability to manage multiple projects concurrently Demonstrates the business and financial acumen necessary to develop and present ideas and solutions in a clear, concise, organized manner Strong written/verbal communication skills. Effective in influencing and negotiating to achieve amicable outcomes Ability to effectively deal with work pressure, and maintain a composed and calm attitude Ability to evolve and quickly learn bleeding edge technologies Financial Services experiences a plus What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner & dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteer opportunities and gift-matching program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between 175,000 and 275,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking a Full-Stack Software Engineer to play a key role in developing our modern application ecosystem with an API-first, product engineered architecture. Your work will directly support the growing needs of our advisory, operations, and research organizations. In this role, you will collaborate with business stakeholders, data teams, and other developers to design, build, and implement robust software solutions that meet both technical and operational requirements. You'll be designing and delivering modern, scalable systems in production, under live client constraints, while strategically decoupling legacy applications that power critical asset management capabilities (e.g. Client Reporting, Portfolio Management, Trading, and Operations). You'll work alongside a team of skilled Software Engineers to build API products, own end-to-end product modules, establish engineering standards, and expand engineering rigor across the team through this transformation. This role requires technical depth, pragmatic decision-making, and the ability to operate effectively with both engineers and business stakeholders in a high-trust, fast-moving environment. RESPONSIBILITIES Design and Build: Full-stack applications and APIs to support portfolio management, trading, and operational workflows in conjunction with technical and business teams. Modernize Under Constraints: Incrementally replace legacy functionality with maintainable, API-backed services-without breaking production or disrupting critical client workflows; implement feature flags, rollback strategies, and validation mechanisms to ensure zero regressions. Architect Modern Solutions: Design and expand modern web applications while incorporating best practices, focusing on maintainability, scalability, performance, and correctness for complex investment domains (securities, accounts, mandates, performance, composites). Integrate with 3rd Party Systems: Develop APIs and integrations with third-party asset management platforms and data providers, including market data providers (FactSet, Bloomberg, Refinitiv), execution platforms, reporting tools (Seismic, d1g1t), and portfolio accounting systems (APX). Maintain Infrastructure: Deploy, configure, and manage Python (Django/FastAPI) and React applications across a hybrid environment (Linux/Windows, Docker, VMs) to ensure reliable deployment and uptime; instrument services with observability tooling (Datadog) and participate in on-call rotations. Propagate Best Practices: Introduce and enforce unified standards, unit testing, CI/CD pipelines, version control workflows, secrets management, and other development best practices to improve the team's workflow and code quality. Collaborate with Data Teams: Partner with data engineers on versioned data contracts (dbt + Snowflake) and service integration patterns to support decoupling applications from direct database dependencies. Mentor and Upskill: Provide mentorship to team members through code reviews, pairing sessions, and design feedback, promoting a culture of learning and technical growth while raising engineering standards. QUALIFICATIONS Technical Expertise 3-5 years of professional software engineering experience with significant full-stack ownership and production accountability. Proven success modernizing legacy systems under production constraints - demonstrated experience sunsetting and replacing outdated software solutions with maintainable, scalable systems. Python web frameworks: Deep, hands-on experience building scalable services using Django, Flask, or FastAPI in production environments. React and TypeScript: Production experience delivering data-heavy, high-trust user interfaces for complex workflows. Relational databases: Strong expertise modeling and querying relational data (PostgreSQL, SQL Server, MySQL) with attention to schema design, performance, referential integrity, and auditability. Cloud and infrastructure: Hands-on experience with containers (Docker), CI/CD pipelines, secrets management, and runtime observability using Datadog, New Relic, or similar platforms. Testing mindset: Demonstrated use of unit, integration, and E2E testing frameworks (pytest, vitest, Playwright, or equivalents). Domain Knowledge Financial services experience: Background developing or supporting systems for portfolio management, trading, risk management, or wealth management operations. Investment data fluency: Familiarity with financial data providers (Bloomberg, FactSet, Refinitiv), common identifiers (FIGI, SEDOL, CUSIP), and third-party platforms (OMS/EMS, portfolio accounting systems like Advent APX or Geneva). Knowledge of financial instruments, market data, and investment workflows (performance attribution, composite construction, rebalancing, reconciliation). Professional Attributes Clear communication and product sense: Ability to collaborate effectively with both technical and non-technical stakeholders; translate business needs into technical solutions without over-engineering. Bias for pragmatism: Track record of making well-reasoned tradeoffs, favoring readable code, small iterations, and sustainable progress over perfection. Strong collaborator: Performs thoughtful code reviews, writes clear design feedback, pairs with teammates, and helps raise engineering standards through mentoring, knowledge sharing, and consistent follow-through on team practices. Comfort with ambiguity: Able to work independently, prioritize effectively, and operate in a dynamic environment where requirements evolve and legacy constraints are real. Development Practices Experience advancing SDLC maturity - version control (Git), branching strategies, pull request workflows, and automated testing/deployment. Familiarity with API design (REST, OpenAPI/Swagger), versioning strategies, and backward compatibility. Understanding of security and compliance requirements in financial applications (least-privilege access, audit logging, secrets rotation). WHAT WE OFFER Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. ADDITIONAL INFORMATION Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $115,000 and $135,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service. Responsibilities: Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning Generate and edit presentations for existing clients and marketing presentations for prospects Prepare reporting for internal meetings relating to clients, prospects, and investment managers Maintain data integrity across multiple systems Collaborate with senior team members to resolve complex client requests or issues Attend and participate in client meetings, offering thoughtful suggestions and solutions Valued Competencies: 1 or more years professional or relatable experience ideally in Asset or Wealth Management Undergraduate degree and a strong academic track record Proficiency in MS Office Suite, especially Excel High degree of intellectual curiosity Excellent communication and time allocation skills: adept at managing expectations Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team Comfortable being wrong: seeks to learn from mistakes and takes accountability Exhibits enthusiasm for professional development and personal growth Demonstrates unquestioned ethics and credibility What We Offer: Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation opportunity. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure. Hybrid work environment, "Work from Anywhere" weeks, and business casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting. The right candidate is collaborative, organized, and focused on upholding BBR's exceptional standards of service and hospitality. Responsibilities Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise, promptly and with care Handle client and accountant queries and requests, establish custodial accounts, and assist client in completing firm and custodian paperwork Portfolio cash management - attend to recurring and ad hoc cash and security transfer requests; complete ACH and wire transfers as required Support investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies Manage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative investment valuations Coordinate monthly client statements and quarterly management fees Interact with all levels of BBR staff and management Preferred Qualifications 1-3 years of post-undergraduate relevant work experience Must be a team player and possess a client first attitude Ability to prioritize and manage multiple tasks at once Knowledge of portfolio administration and various custodial interfaces Experience working with private high net-worth clients and/or institutional clients Proficiency in MS Word, Excel, Outlook, CRM software, ACH and wire transfers Exposure to Portfolio Management Software such as Advent APX What We Offer Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure. Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $80,000 and $90,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, inherently collaborative, and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a DevOps Engineer, to play an integral role as a member of its IT department, working closely with Software Development & Data Engineering teams. This person is responsible for designing, implementing, and managing the systems, tools, and automation that support continuous integration, continuous delivery (CI/CD), and scalable infrastructure. We are looking for a highly motivated self-starter with a strong work ethic who enjoys contributing to a small-firm environment. This is a full-time position that requires a minimum of 8 years of experience and the ability to work on premises from our New York City headquarters three days per week. Responsibilities: Cloud Infrastructure & Automation Design, build, and maintain secure, scalable cloud environments (preferably Azure) using Infrastructure as Code (Terraform). Build and maintain standardized, hardened machine images using HashiCorp Packer to support immutable infrastructure, security baselines, and rapid recovery Implement network segmentation, private endpoints, and secrets management (e.g., Azure Key Vault, AWS Secrets Manager). CI/CD Engineering Own architecture and standards for CI/CD pipelines (GitHub Actions, Azure DevOps, GitLab CI/CD, Jenkins/Octopus) with: Automated testing and quality gates Security scanning (SAST, DAST, dependency scanning) Artifact management and controlled deployment strategies. Enable development teams through reusable templates, modules, and golden pipelines. Own and enforce version control best practices across application code, infrastructure-as-code, and CI/CD pipelines, including branching strategies, peer review, and controlled releases. Automate change management controls through CI/CD workflows, approvals, and versioned deployments to support audit and regulatory requirements Containerization & Orchestration Build and optimize containerized workloads (e.g., Docker, Kubernetes) including GitOps and service mesh integrations. Security, Compliance & Governance Embed security-by-design principles into all layers of the platform. Implement guardrails, policy-as-code, and automated evidence collection aligned with SEC expectations and NIST/ISO frameworks. Observability & Reliability Deploy and maintain observability stacks (metrics, logs, traces) using tools like Datadog and/or Logic Monitor. Define SLOs, SLIs, and error budgets; lead incident response and postmortems. Data Platform & Integrations Own platform infrastructure for data pipelines (Airflow, dbt), support the enforcement of data quality and lineage, and protection of PII through encryption and masking. Support secure integrations with custodians, trading systems, CRMs, market data providers, and internal APIs. Developer Experience & Enablement Enable engineering teams to self-service with platform tooling, best practices, and documentation (confluence). Promote cloud-native architecture, reliable delivery patterns, and cost-conscious design. Ideal Qualifications: Hands on experience with cloud platforms (Azure preferred, AWS/GCP acceptable). Strong proficiency with Infrastructure as Code, especially Terraform. Experience building and maintaining CI/CD pipelines Strong knowledge of Linux/Windows systems and scripting skills. Experience with containers and orchestration platforms. Experience with configuration management tools (Ansible, Puppet, Chef). Security mindset: key management, secrets management, compliance. Knowledge of SDLC and Agile methodologies. Understanding of networking fundamentals (DNS, load balancing, firewalls). Familiarity with site reliability engineering (SRE) practices. An undergraduate degree in Information Technology or a related field with a strong academic track record is preferred Must have strong communication skills (written and verbal) and critical thinking skills Must be successful working in a team-based environment Must be highly motivated, proactive, ethical, and professional Solid organizational skills including attention to detail and multi-tasking skills Experience driving DevOps adoption in organizations with established IT operations. Demonstrated ability to influence stakeholders and drive cultural change. Financial Services experiences a plus What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteerism opportunities and matching gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $150,000 and $200,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

SR ASSOCIATE - ANALYTICS ENGINEER, CLIENT INTELLIGENCE BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 25 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking an Analytics Engineer to join our Client Intelligence team. This role will design and build scalable data infrastructure that powers client reporting and analytics for our Advisory business. You'll work at the intersection of data engineering and business requirements, building pipelines, APIs, and automation that deliver sophisticated client insights at scale. Reporting to our Head of Client Intelligence, you'll collaborate closely with our Data Engineering and Software Development teams to leverage shared platform capabilities while owning the technical solutions specific to client deliverables. This is a high-impact role with direct visibility into the ways we serve our clients. RESPONSIBILITIES Analytics Engineering Design and build data pipelines using Airflow and dbt to automate client reporting processes Develop API wrappers and services for client-specific data access and configuration management Build and maintain derived datasets, metrics, and aggregations for client portfolio analytics Collaborate with our core Data team to consume canonical APIs and datasets from various Cloud platforms Implement data quality checks and validation frameworks for client-facing deliverables Leverage Alteryx and Airflow for evolving pipelines to become more code-centric Solution Development Partner with our Software Development team to build highly tailored applications to drive analytics Translate Advisory team requirements into technical specifications and scalable solutions Design allocation and mapping frameworks that allow for top-level and drill-down analysis across custom domains. Build automation that reduces manual effort in client reporting workflows Analytics & Insights Develop client-facing metrics and analytics using Python and Jupyter notebooks Support ad-hoc analysis requests from Advisory team when needed Create reusable analytical frameworks that can be applied across client portfolios Platform Integration Integrate with third-party SaaS platforms (including Seismic) to deliver client materials Establish patterns and best practices for maintainable, scalable client reporting solutions Document technical designs and architectural decisions QUALIFICATIONS Technical Skills 3-5+ years of experience building production data pipelines and automation Strong proficiency in Python for data engineering and analysis Experience with modern orchestration frameworks (Airflow strongly preferred) Advanced SQL skills and experience with data transformation tools (dbt strongly preferred) Familiarity consuming data via API (REST) endpoints Familiarity with cloud data warehouses (Snowflake preferred) Version control and software development best practices (Git, CI/CD) Preferred Qualifications Experience integrating with or configuring enterprise SaaS platforms Background in financial services, wealth management, or client-facing analytics Experience with BI/visualization platforms (Power-BI, Tableau) Familiarity with Cloud infrastructure WHAT WE OFFER Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. ADDITIONAL INFORMATION Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $100,000 and $120,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service. Responsibilities: Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning Generate and edit presentations for existing clients and marketing presentations for prospects Prepare reporting for internal meetings relating to clients, prospects, and investment managers Maintain data integrity across multiple systems Collaborate with senior team members to resolve complex client requests or issues Attend and participate in client meetings, offering thoughtful suggestions and solutions Valued Competencies: 1 or more years professional or relatable experience ideally in Asset or Wealth Management Undergraduate degree and a strong academic track record Proficiency in MS Office Suite, especially Excel High degree of intellectual curiosity Excellent communication and time allocation skills: adept at managing expectations Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team Comfortable being wrong: seeks to learn from mistakes and takes accountability Exhibits enthusiasm for professional development and personal growth Demonstrates unquestioned ethics and credibility What We Offer: Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation opportunity. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure. Hybrid work environment, “Work from Anywhere” weeks, and business casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a Director of Infrastructure, based in the New York office, to play an integral role as a member of its IT department. Responsibilities include delivery of all IT infrastructure and related IT operations used to enable business capabilities and services across the firm. This person will be responsible for defining IT Infrastructure strategy, direction, architecture, standards, and management to include disaster recovery, security, systems, servers, networks, and storage. This role will manage the IT helpdesk and system engineers and must ensure reliable 24x7 operations. This role will report directly to the CTO. Responsibilities: Strategic Leadership Set the mission, vision, and strategy of the IT Infrastructure to maximize the success of business and IT enterprise initiatives. Lead infrastructure modernization initiatives including cloud migration, network upgrades, and automation. Collaborate with senior leadership to support digital transformation and innovation. Build successful stakeholder relationships with other IT and business leaders by developing a clear understanding of business needs and ensuring cost-effective delivery of IT services to meet those needs. Research and recommend new technologies, applications, hardware, etc. Provide direction on what emerging technologies should be incorporated into products and services to successfully deliver overall IT strategy. Maintain a comprehensive knowledge of current trends and developments in the industry. Cloud & DevOps Architect and oversee hybrid and cloud environments (preferably Azure), ensuring optimal performance, scalability, resiliency, security, and cost-efficiency. Champion DevOps best practices including CI/CD pipelines, infrastructure-as-code, configuration management, automated testing, and monitoring. Drive adoption of containerization and orchestration technologies (e.g., Docker, Kubernetes). Operational Excellence Manage ongoing strategic vendor partner relationships, including but not limited to MSP and MSSP relationships, and ensure timely and cost-effective delivery of services and products. Conduct vendor evaluations ensuring best in class technologies and partners. Oversee the day-to-day operations of infrastructure including our data center, cloud environment, networks, storage, and disaster recovery. Administer our M365 environment, including but not limited to Exchange Online, MS Teams, Azure Active Directory, and MS Dynamics 365 Oversee the monitoring, maintenance, testing and administration of all IT systems, to include applications, servers, storage, firewalls, switches, desktops, laptops, A/V equipment, and mobile devices. Implement upgrades needed to maintain service levels. Ensure high availability, performance, and scalability of systems across the firm. Security & Compliance Manage the company's Cybersecurity strategy roadmap. Maintain a Disaster Recovery strategy plan for critical systems and infrastructure. Establish and maintain compliance with necessary IT policies and procedures for the smooth operations and recovery of the computing environment. Deploy and manage systems/ applications/monitoring processes and tools to proactively identify and resolve problems within the environment. Own the third-party risk management program including vendor security assessments and ongoing monitoring of supply chain and SaaS risks. Partner with compliance team to ensure infrastructure meets cybersecurity and regulatory standards (e.g., SEC). Implement robust monitoring, logging, and incident response protocols. Team Leadership Be an escalation point for Tech Support including any issues related to the end-user computing environment (desktops, laptops, mobile devices, printers, applications, etc.). Ensure end-user needs are met in a timely and effective manner. Build and lead a high-performing infrastructure team, fostering a culture of accountability and continuous improvement. Mentor and develop talent across engineering and operations. Budget & Planning Develop and manage infrastructure budgets, forecasts, and capacity planning. Evaluate and recommend new technologies and tools to improve efficiency and reduce risk. Technical Skills: Microsoft certifications i.e., Azure Solutions Architect Expert, Cybersecurity Architect Expert Cybersecurity certifications i.e. CISSP, CISM, CCSP Microsoft Windows Server 2016, 2019, 2022, 2025, Linux (Ubuntu 22.04 and higher) Windows 11 Containerization (Docker, Kubernetes), CI/CD Pipelines (GitHub Actions, Jenkins), Version Control (Git) and Infrastructure as Code (Terraform, ARM, Packer) Configuration Management technologies i.e., Ansible, Puppet, Chef Understanding of SAST/DAST/SCA tooling such as Snyk, Veracode or Checkmarx Familiar with secrets management (Hashicorp Vault, Azure Key Vault, or Keeper) VMware in multiple host environments Remote desktop technologies (Citrix, VPN, VDI) Programming/scripting skills in Python, Bash or PowerShell Cloud Services with preferred Azure M365 (Entra ID, email, MS Teams, SharePoint, OneDrive, Power BI, Power Automate, MS Office 365, conditional access policies) Strong understanding of networking and routing Hardware: PC's, laptops, printers, Nutanix servers, Cisco switches and Fortinet firewalls a plus Knowledge of products like Varonis, Zscaler, Logic Monitor, Tenable, Rubrik EDR software, DLP Software, and Micro segmentation software CSPM, SSPM TCP/IP, DNS, DHCP, WAN, LAN, VoIP, VLAN Good presentation skills to all levels, both technical and business Requirements: A bachelor's or advanced degree in computer science, business information systems, or other computer related degree 10+ years' experience helping to transform IT infrastructure Proven experience in IT infrastructure management in a complex environment and a background in architecture, systems administration, network administration, cloud architecture, and DevOps Leadership experience in directing, leading, and mentoring IT professionals Familiar with Zero Trust architectures and cloud-native security best practices Solid project management skills and the ability to manage multiple projects concurrently Demonstrates the business and financial acumen necessary to develop and present ideas and solutions in a clear, concise, organized manner Strong written/verbal communication skills. Effective in influencing and negotiating to achieve amicable outcomes Ability to effectively deal with work pressure, and maintain a composed and calm attitude Ability to evolve and quickly learn bleeding edge technologies Financial Services experiences a plus What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner & dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteer opportunities and gift-matching program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between 175,000 and 275,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting. The right candidate is collaborative, organized, and focused on upholding BBR's exceptional standards of service and hospitality. Responsibilities Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise, promptly and with care Handle client and accountant queries and requests, establish custodial accounts, and assist client in completing firm and custodian paperwork Portfolio cash management - attend to recurring and ad hoc cash and security transfer requests; complete ACH and wire transfers as required Support investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies Manage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative investment valuations Coordinate monthly client statements and quarterly management fees Interact with all levels of BBR staff and management Preferred Qualifications 1-3 years of post-undergraduate relevant work experience Must be a team player and possess a client first attitude Ability to prioritize and manage multiple tasks at once Knowledge of portfolio administration and various custodial interfaces Experience working with private high net-worth clients and/or institutional clients Proficiency in MS Word, Excel, Outlook, CRM software, ACH and wire transfers Exposure to Portfolio Management Software such as Advent APX What We Offer Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $80,000 and $90,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, inherently collaborative, and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking a Full-Stack Software Engineer to play a key role in developing our modern application ecosystem with an API-first, product engineered architecture. Your work will directly support the growing needs of our advisory, operations, and research organizations. In this role, you will collaborate with business stakeholders, data teams, and other developers to design, build, and implement robust software solutions that meet both technical and operational requirements. You'll be designing and delivering modern, scalable systems in production, under live client constraints, while strategically decoupling legacy applications that power critical asset management capabilities (e.g. Client Reporting, Portfolio Management, Trading, and Operations). You'll work alongside a team of skilled Software Engineers to build API products, own end-to-end product modules, establish engineering standards, and expand engineering rigor across the team through this transformation. This role requires technical depth, pragmatic decision-making, and the ability to operate effectively with both engineers and business stakeholders in a high-trust, fast-moving environment. RESPONSIBILITIES Design and Build: Full-stack applications and APIs to support portfolio management, trading, and operational workflows in conjunction with technical and business teams. Modernize Under Constraints: Incrementally replace legacy functionality with maintainable, API-backed services-without breaking production or disrupting critical client workflows; implement feature flags, rollback strategies, and validation mechanisms to ensure zero regressions. Architect Modern Solutions: Design and expand modern web applications while incorporating best practices, focusing on maintainability, scalability, performance, and correctness for complex investment domains (securities, accounts, mandates, performance, composites). Integrate with 3rd Party Systems: Develop APIs and integrations with third-party asset management platforms and data providers, including market data providers (FactSet, Bloomberg, Refinitiv), execution platforms, reporting tools (Seismic, d1g1t), and portfolio accounting systems (APX). Maintain Infrastructure: Deploy, configure, and manage Python (Django/FastAPI) and React applications across a hybrid environment (Linux/Windows, Docker, VMs) to ensure reliable deployment and uptime; instrument services with observability tooling (Datadog) and participate in on-call rotations. Propagate Best Practices: Introduce and enforce unified standards, unit testing, CI/CD pipelines, version control workflows, secrets management, and other development best practices to improve the team's workflow and code quality. Collaborate with Data Teams: Partner with data engineers on versioned data contracts (dbt + Snowflake) and service integration patterns to support decoupling applications from direct database dependencies. Mentor and Upskill: Provide mentorship to team members through code reviews, pairing sessions, and design feedback, promoting a culture of learning and technical growth while raising engineering standards. QUALIFICATIONS Technical Expertise 3-5 years of professional software engineering experience with significant full-stack ownership and production accountability. Proven success modernizing legacy systems under production constraints - demonstrated experience sunsetting and replacing outdated software solutions with maintainable, scalable systems. Python web frameworks: Deep, hands-on experience building scalable services using Django, Flask, or FastAPI in production environments. React and TypeScript: Production experience delivering data-heavy, high-trust user interfaces for complex workflows. Relational databases: Strong expertise modeling and querying relational data (PostgreSQL, SQL Server, MySQL) with attention to schema design, performance, referential integrity, and auditability. Cloud and infrastructure: Hands-on experience with containers (Docker), CI/CD pipelines, secrets management, and runtime observability using Datadog, New Relic, or similar platforms. Testing mindset: Demonstrated use of unit, integration, and E2E testing frameworks (pytest, vitest, Playwright, or equivalents). Domain Knowledge Financial services experience: Background developing or supporting systems for portfolio management, trading, risk management, or wealth management operations. Investment data fluency: Familiarity with financial data providers (Bloomberg, FactSet, Refinitiv), common identifiers (FIGI, SEDOL, CUSIP), and third-party platforms (OMS/EMS, portfolio accounting systems like Advent APX or Geneva). Knowledge of financial instruments, market data, and investment workflows (performance attribution, composite construction, rebalancing, reconciliation). Professional Attributes Clear communication and product sense: Ability to collaborate effectively with both technical and non-technical stakeholders; translate business needs into technical solutions without over-engineering. Bias for pragmatism: Track record of making well-reasoned tradeoffs, favoring readable code, small iterations, and sustainable progress over perfection. Strong collaborator: Performs thoughtful code reviews, writes clear design feedback, pairs with teammates, and helps raise engineering standards through mentoring, knowledge sharing, and consistent follow-through on team practices. Comfort with ambiguity: Able to work independently, prioritize effectively, and operate in a dynamic environment where requirements evolve and legacy constraints are real. Development Practices Experience advancing SDLC maturity - version control (Git), branching strategies, pull request workflows, and automated testing/deployment. Familiarity with API design (REST, OpenAPI/Swagger), versioning strategies, and backward compatibility. Understanding of security and compliance requirements in financial applications (least-privilege access, audit logging, secrets rotation). WHAT WE OFFER Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. Competitive base salary and incentive compensation. Company subsidized health, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career opportunities. Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. New office space with a variety of perks and amenities including catered lunches and stocked pantry. ADDITIONAL INFORMATION Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $115,000 and $135,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.