Senior Business Systems Engineer

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Location:

Position Overview

The Senior Business Systems Engineer will be responsible for designing, implementing, and maintaining business systems to support the organization's operations. This role requires an expert understanding of business processes, technology, and data management. The ideal candidate will have experience with Microsoft technologies and a keen interest in leveraging artificial intelligence (AI) to enhance business systems.

Key Responsibilities:

· Develop technology solutions using a variety of methodologies: Python, SQL, Java, Microsoft Power Platform, etc.

· Create requirements documents to support the development process.

· Utilize Microsoft technologies, such as Azure, Power Platform, and Dynamics 365, to develop and optimize business systems.

· Integrate AI tools and techniques to improve system efficiency, data analysis, and decision-making processes.

· Design, develop, document, and maintain secure, scalable APIs and system integrations.

· Provide technical support and training to end-users, ensuring they can effectively use the business systems.

· Conduct regular system audits and performance evaluations to identify areas for improvement.

· Develop and maintain documentation for system design, implementation, and maintenance.

· Work directly with business teams and users as solutions are delivered to ensure solutions meet business team needs and documentation and there is sufficient           

  understanding of production process changes.

· Assist junior engineers with solution refactoring and modernization based on solution inventory.

· Mentor junior systems team members on technology trends and advancements and ensure the team is leveraging modern technology tools.

Required Education, Professional & Technical Experience

· Understanding of solutions in a Microsoft O365 environment.

· Basic understanding of Microsoft Power Platform.

· Programming background in Java, C# or Python.

· Experience with AI tools and techniques, such as machine learning, natural language processing, and data analytics.

· Experience designing, developing, documenting, and integrating RESTful APIs, including authentication, testing, and monitoring.

· At least 5 years of experience in a business systems engineering role.

· Bachelor’s degree in computer science or finance.

Essential Traits

· Thoughtful ability to establish rapport and build relationships.

· Exceptional communication in a public setting with notable writing and presentation skills.

· Adaptability when priorities shift and able to work independently.

· Sound judgment and problem-solving skills.

· Innovative, curious, and enthusiastic.

· Detail-oriented with a high level of accuracy and organization.

· Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.

· Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

· This role may travel up to 5% of the time for training and or business/events.

· This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

· The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

· Must be able to remain in a stationary position for up to 8 hours.

· Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

· The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.

· The person in this position may at times need to move throughout the building to access different areas.

· Ability to move equipment weighing up to 25 pounds.

· Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer:

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

#Wealthspire