RFG Advisory is at a strategic inflection point. Our technology stack is reshaping itself continuously, and the build-versus-partner discipline that drives those decisions cannot live in one person’s head at the senior leadership level. This role exists to change that.
This is a Super-IC seat (60% hands-on builder, 40% process thinker) for someone who ships, prototypes, and demonstrates solutions. You take a tool, a signal, or an API connection and turn it into a working flow that an advisor or internal team can actually use, fast. This role is the proof point that RFG is not just talking about being tech-forward. We are doing it.
Location: This role can be in our Birmingham office or remote.
- If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
- If remote, occasional travel to Birmingham will be required including onboarding.
Reports to: Vice President or Technology and Operations
What You\'ll Do:
Build the Connective Tissue
- Prototype and ship internal tools, agents, and AI-powered workflows across our advisor and corporate stacks (Salesforce, HubSpot, Zocks, ClickONE, Microsoft 365, Schwab integrations, and more).
- Take a half-defined signal, API connection, or vendor demo and turn it into a working v1 within days — demos and working prototypes are your primary deliverable.
- Use APIs, MCP servers, Claude Console, MS Copilot Studio, and MS Foundry to compress what used to take an integration partner six weeks into a demo-ready build.
Build vs. Partner Discipline
- Own the build-vs-partner discipline: form and communicate a clear point of view on what to build, buy, bend, or leave alone — sequenced against what’s already in flight.
- Document decisions and trade-offs so the organization can move with confidence.
Drive Delivery & Project Discipline
- Hold the multi-thread program in your head: clear scope, sequenced milestones, weekly status, and retros that produce real changes without heavy ceremony.
- Communicate status to leadership in the format they need to make decisions — short, sharp, and timely.
- Keep our shared system of record (Zoho Projects/ClickUp) honest — projects, owners, dates, and decisions visible. Document, hand off cleanly, and make the next person’s job easier.
Partner Across the Org
- Ask why an advisor would care, why the CEO would fund it, and why the team would adopt it — before you build. Work alongside Corporate and Advisor Tech teams as the explorer at the front.
- Translate AI capability and technical decisions into language our CEO, board, and advisors can act on.
Requirements
Experience
- 5+ years building and shipping software-powered workflows, internal tooling, or products as a technical PM, solutions engineer, or product ops leader — where you owned the problem definition and the build.
- Demonstrated experience shipping AI-powered or automation-heavy work in production (agents, MCP, Copilot/Claude-driven workflows, etc.). Side projects and personal builds count.
- Demonstrated track record running cross-functional projects end-to-end: scoping, sequencing, status, risk management, and stakeholder communication.
- Comfort across messy, multi-entity environments (CRM, marketing automation, financial planning, custodian integrations). Wealth-management experience is a plus, not required.
- Track record of partnering with non-technical executives and translating capability into business outcomes.
AI & Tooling Fluency
- Daily use of frontier AI tools (Claude, ChatGPT, Copilot, Lovable) for both building and thinking — with a point of view on when to use which and why.
- Working understanding of APIs, webhooks, MCP, agentic patterns, prompt engineering, and lightweight scripting (Python or JS).
- Comfort with at least one CRM (Salesforce or HubSpot) at the configuration/workflow/data-model level.
- Experience with Zocks, Snowflake, RightCapital, eMoney, Income Lab, Orion, Schwab APIs, or similar wealthtech is preferred.
Project Management & Tooling
- Comfortable running cross-functional work in modern PM tooling (Zoho Projects, Asana, ClickUp, Jira, Linear, Monday.com — the muscle matters, not the brand).
- A critical eye on tools, not loyalty to them. We want someone who can evaluate a tool against the job and push back when it’s the wrong fit.
- Bonus: experience configuring or building inside a PM tool (custom fields, automations, dashboards, CRM integrations).
Education
- Bachelor’s degree in a technical, business, or related field, or equivalent hands-on experience. We weight the work over the degree.
Core Competencies null
Company
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We\'re building the RIA of the Future-powered by innovation, collaboration, and execution.
We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.
If you\'re energized by precision, structure, and being the person who makes it all happen-we\'d love to meet you.
www.RFGadvisory.com/awards
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We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law.
We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.
Benefits and Compensation
Salary: $140,000-$160,000
- Competitive salary + bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, vision insurance + RFG Advisory stipend
- Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
- Lifestyle Spending Account
- 401(k) with Safe Harbor contribution
- Paid parental leave, short- and long-term disability, life insurance
- Surface Pro + home office setup
- Pet Insurance
- Continuing education and professional development support
