Concurrent

Job Summary:
Concurrent is a Registered Investment Advisor firm that provides a multi-custodial hybrid investment platform for its partner firms. The Full Stack Engineer will design, develop, and maintain internal applications and integrations to improve operational scalability and enhance the advisor and client experience through technology.
Responsibilities:
• Design, develop, and maintain internal and client-facing web applications utilizing modern full stack development practices.
• Develop scalable backend services and APIs using Python, Django, FastAPI, and related technologies.
• Build and maintain frontend user experiences supporting advisor, operations, and internal workflows.
• Develop and maintain integrations between internal platforms and third-party systems including CRM platforms, custodians, document management systems, and operational tools.
• Support authentication and identity management initiatives utilizing Okta APIs, Single Sign-On (SSO), and secure access management solutions.
• Design and maintain RESTful APIs, webhooks, and middleware services to improve system connectivity and automation.
• Optimize application performance, scalability, and reliability across internal systems and workflows.
• Deploy, configure, and maintain cloud-hosted applications within Azure environments including Elastic Beanstalk and CloudFormation.
• Automate operational workflows to reduce manual processing, improve accuracy, and enhance operational efficiency.
• Develop solutions involving OCR, AI-assisted document processing, and workflow automation initiatives.
• Support integrations involving Salesforce, Practifi, DocuSign, and other enterprise platforms.
• Improve large-scale data processing workflows utilizing pandas and other Python-based tools.
• Collaborate with cross-functional stakeholders to identify operational challenges and deliver scalable technology solutions.
• Ensure applications and workflows align with security, compliance, and data governance standards applicable to the financial services industry.
• Troubleshoot technical issues, identify root causes, and implement long-term scalable solutions.
• Maintain technical documentation for applications, integrations, workflows, and infrastructure configurations.
• Participate in ongoing platform enhancements, modernization initiatives, and strategic technology projects.
• Perform other related duties and responsibilities as reasonably assigned.
Qualifications:
Required:
• Bachelor's degree in Computer Science, Information Technology, Engineering, or related field preferred
• Minimum of 5–10 years of full stack software engineering or application development experience preferred
• Strong proficiency in Python development including Django and FastAPI frameworks
• Experience developing modern web applications, APIs, and scalable backend services
• Experience working within Azure or similar cloud environments and infrastructure-as-code practices
• Experience integrating enterprise systems utilizing APIs, webhooks, and middleware solutions
• Experience with authentication and identity management platforms, preferably Okta
• Experience optimizing application performance and scalable architecture design
• Strong understanding of secure application development and data governance principles
• Strong analytical, troubleshooting, and problem-solving skills
• Ability to operate effectively in a fast-paced and highly collaborative environment
• Strong verbal and written communication skills
Preferred:
• Experience with OCR technologies, workflow automation, and AI-assisted operational processes preferred
• Familiarity with Salesforce, Practifi, or similar enterprise platforms preferred
Company:
Concurrent is a platform for advisors that provides compliance, supervision, operational support, technology, banking, and trust services. Founded in 2017, the company is headquartered in Tampa, USA, with a team of 51-200 employees. The company is currently Growth Stage.