Engineering Manager

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Position

As AdvicePay’s Engineering Manager, you’ll be focused on building a high-performing, healthy, and inclusive Development Team made up of software and quality engineers. You’ll care deeply about supporting each team member’s growth while delivering high-quality, valuable features that align with our company priorities.

In this role, you’ll be guiding day-to-day execution to make sure the team is focused, unblocked, and making steady progress. You’ll work closely with Product Management to scope initiatives, allocate resources, and make thoughtful tradeoffs — always with the goal of delivering value to our customers.

You’ll operate as a player-coach: rolling up your sleeves when needed while empowering others to take ownership and grow. You’re someone who leads by example, promotes technical excellence, and knows how to balance speed with quality. You thrive in a collaborative environment and play a key role in scaling our systems and team sustainably as we grow.

We’re excited about you because you’re energized by the opportunity to mentor others, shape our engineering culture, and help us continuously raise the bar.

What You’ll Be Doing

Leadership and Team Management

• Lead, manage, and hold Development Team members accountable

• Conduct regular 1:1s, performance conversations, and career development planning with Development Team members

• Uphold our culture of Learning-Driven Development to ensure that each developer is in their learning sweet spot

• Advocate for engineering best practices and foster a culture of continuous improvement

• Collaborate with the Head of Product Development to manage and provide input on Development Team budget

• Lead the process of recruiting, hiring, and onboarding for the Development Team

• Define scorecard metrics to drive the desired behaviors and outcomes

• Embrace the use of EOS (Entrepreneurial Operating System) using L10 meeting formats and all other EOS tools as adapted by AdvicePay

Software Development Life Cycle

• Collaborate with the Head of Product Development to determine, implement, and iterate on a Software Development Life Cycle that supports the organization’s needs

• Support sprint planning, backlog refinement, and release readiness activities

• Lead team standups and technical refinement meetings

• Maintain QA standards and processes that ensure product quality is never deprioritized or sacrificed

• Coordinate with cross-functional stakeholders to maintain a smooth and transparent release process

• Identify risks and propose mitigation strategies to maintain delivery commitments

• Recommend improvements for the developer experience, including tools, processes, and best practices to increase productivity and team member engagement

Technology

• Review pull requests in order to:

  • Catch obvious anti-patterns

  • Ensure code is aligned with team expectations for maintainability, readability, and unit test coverage

  • Identify team member coaching/upskilling opportunities

  • Ensure that peer code reviews are thorough and thoughtful

• Use available resources to identify causes of user-reported issues or warnings of potential issues (logs, alerts, etc)

• Prioritize the implementation and maintenance of an automated regression suite for end-to-end testing

Collaboration

• Partner closely with Product Team to plan, scope, and deliver valuable features

• Collaborate with Product Team on customer-driven statements of work to provide accurate budget and time estimates

• Collaborate closely with CISO to ensure security of application

• Support Sales and Customer Success in customer and prospect conversations when technical expertise is needed

• Triage escalated Support issues and guide the team in the troubleshooting process in order to address issues properly and promptly

• Participate in the Incident Management process when required

• Other duties as assigned

The Deets

• Start Date: Immediately

• Status: Exempt, Full-time (40-45 hours/week)

• Location: Bozeman, MT or Remote

• Department: Product Development

• Reports to: Head of Product Development

• Direct Reports: 4 Software Engineers, 1 Quality Engineer

Compensation & Benefits

• Salary: $155,095/year based on accountabilities for this position and our transparent salary structure shared with all Team Members during their first week

• Flexible paid time off days to maintain work-life harmony (we encourage you take at least 3 weeks off per year!)

• 11 paid holidays when the office is closed

• 401(k) with match - you put in 6% and we put in 4.5%

• 12 weeks of paid parental leave for the birth or adoption of a child

• Health benefits package provided of up to $450/month for an individual, $1000/month for families

• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

• Employer-paid life insurance

• Employer-paid long-term disability coverage

• $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

• $250/quarter to spend on yourself specific to our core value of “Be Well Being You”

• $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

• $2,000/year in Professional Development funds

• A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years

• Subsidized employer-sponsored childcare through our internal daycare program for Bozeman area Team Members

• Pet insurance

• Company-owned laptop provided

• Relocation package available to those moving to the Bozeman, MT area

Please see our Team Member Handbook to learn more about the benefits and perks we offer!