Broker Onboarding Jobs (NOW HIRING)

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

As a Principal Software Engineer on the Broker Applications team, you will serve as the senior technical authority for the client-facing application layer that connects the Certent Equity Management (CEM) platform to a growing portfolio of broker-dealer partners. Reporting to the Engineering Manager, you will be the technical lead for a team of engineers and matrixed QA specialists, owning the application-side development that powers broker integrations - from supporting existing partners to onboarding new ones.

This is a pure IC role operating at a high-visibility intersection of engineering and client engagement. The Broker Applications team carries one of the organization's top strategic priorities for 2026 - expanding the broker partner ecosystem - and you will be a key contributor to that growth. You will work closely with the Platform Integrations and Platform Services teams when new data connections are required, but your team is the primary engineering point of contact for broker partners and will interface directly with them throughout the delivery lifecycle.

The right candidate is a seasoned engineer with deep full-stack expertise, strong client-facing instincts, and the ability to translate broker-specific requirements into platform-generic solutions that scale across the CEM client base. You will bring an AI-first mindset - genuinely integrating agentic development tooling into your daily workflow and setting the standard for your team.

• Serve as the senior technical authority for the Broker Applications team - making day-to-day engineering decisions, setting the bar for code quality, and ensuring the team delivers high-quality software on schedule.
• Write, review, and contribute production-quality code across the full stack - C#/.NET, Angular, and Oracle - as an active, hands-on member of the team.
• Lead architecture discussions and make technical recommendations that align with the long-term CEM platform strategy - ensuring broker-specific work generalizes across the broader client base wherever possible.
• Hold the team accountable to engineering standards - unit testing, code review discipline, definition of done, and release readiness.
• Partner with Platform Integrations and Platform Services teams to design and implement new data connections required for broker onboarding and feature delivery.
  

• Champion 50% AI-authored PR targets and 95% AI code review adoption as organizational minimums for your team.
• Model an agentic development mindset - integrating AI tooling into your own daily workflow and actively coaching teammates to do the same.
• Push the team beyond baseline AI adoption into workflows and practices that measurably improve delivery velocity and code quality.
• Stay current on agentic development tooling and bring forward-looking recommendations to the Engineering Manager.
  

• Serve as the senior technical point of contact for broker-dealer partners - engaging directly on requirements, integration design, technical issue resolution, and delivery status.
• Lead the technical execution of new broker onboarding engagements - translating partner-specific requirements into well-scoped, platform-generic solutions.
• Dig into root business problems rather than accepting requirements at face value; advocate for solutions that work across the full broker partner portfolio rather than one-off builds.
• Partner with the Engineering Manager and Product Management to ensure broker requirements are well-defined, properly scoped, and sequenced for delivery.
• Build credibility with broker partners through technical depth, delivery consistency, and clear communication.
  

• Partner closely with the Platform Integrations and Platform Services teams on new data connections, integration patterns, and shared technical standards.
• Coordinate with matrixed QA engineers to ensure test coverage, quality gates, and release readiness are met across broker-specific workflows.
• Collaborate with Principal Engineers, the Solution Architect, and peer Lead Engineers on cross-team technical decisions.
• Surface delivery risks, technical blockers, and scope concerns to the Engineering Manager early and clearly.
  

• Set the technical bar for the team - establishing coding standards, architectural patterns, and engineering practices the rest of the team follows.
• Mentor engineers on full-stack development best practices, broker integration patterns, and professional development.
• Contribute to cross-team technical forums alongside Principal Engineers, the Solution Architect, and Engineering Managers.

• 8+ years of hands-on software engineering experience in enterprise SaaS environments, with demonstrated experience as a Principal or Senior Principal Engineer.
• Deep full-stack expertise in C#, .NET (Framework and/or Core), Angular, and Oracle - able to contribute meaningfully and lead technical decisions across the entire stack.
• Strong proficiency in Domain-Driven Design (DDD) - hands-on experience with domain model layering across application, service, and data access tiers.
• Experience with CQRS patterns for command/query separation in multi-service architectures.
• Demonstrated experience in client-facing engineering roles - comfortable engaging directly with external partners on requirements, design decisions, and technical issue resolution.
• Proven ability to advocate for platform-generic solutions over one-off client-specific builds - experience pushing back on requirements that don't generalize.
• Demonstrated AI-first engineering mindset - hands-on experience with agentic development tooling and a track record of driving AI adoption within an engineering team.
• Strong code review discipline and engineering quality standards - unit testing, CI/CD hygiene, definition-of-done rigor.
• Experience with Oracle databases including PL/SQL development - packages, procedures, views, and query optimization.
• Experience with Angular 15+ including Reactive Forms, RxJS, Angular Material, and TypeScript.
• Experience with Entity Framework Core including Oracle EF Core provider.
• 3+ years of experience with Azure cloud technologies and Azure DevOps CI/CD pipelines.
• Experience working in global, distributed teams across multiple time zones.
• Bachelor's degree in Computer Science, Engineering, or equivalent work experience.
  

• Experience working in broker-dealer, financial services, or equity compensation domains - familiarity with broker integration patterns, FIX protocol concepts, or equity plan administration.
• Familiarity with .NET modernization patterns - experience working across legacy ASP.NET Web API (.NET Framework) and modern ASP.NET Core services in parallel.
• Experience with schema migration tooling such as Liquibase, including changeset management and CI/CD pipeline integration.
• Familiarity with observability and monitoring tooling - structured logging, Datadog APM, or Application Insights.
• Experience with containerization tooling - Docker, Podman, or similar.
• Experience mentoring mid-level engineers into senior or lead roles.

Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

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