Senior Specialist, Software Engineering

About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Overview Of The Senior Specialist, Software Engineering
The Senior Specialist, Software Engineering leads technical delivery of cost basis management solutions within a fast-paced Fintech environment. Operating as both a hands-on individual contributor and informal team lead, drives architecture decisions, mentors peers and partners with cross-functional teams to build reliable, scalable platform capabilities. They bring deep domain expertise, a cloud-native mindset and a passion for AI-augmented engineering.
Duties And Responsibilities Of The Senior Specialist, Software Engineering
Identify and resolve complex operational, regulatory, and organizational challenges by leveraging deep cost basis domain expertise and hands-on engineering skills.
Design, develop, and implement methodologies, protocols, and processes that enhance platform reliability and improve client experience.
Build and maintain CI/CD pipelines using modern DevOps tooling (Git CI/CD pipeline, Jenkins) to ensure fast, reliable automated builds, testing, and deployments.
Operationalize cost basis strategies through clean, maintainable code and well-documented engineering standards shared across the team.
Coordinate with engineering peers, product managers, and operations to ensure timely and accurate delivery of cost basis calculation and tax reporting features.
Ensure all activities comply with applicable regulatory standards; proactively contribute to technical frameworks that support ongoing compliance.
Provide technical mentorship and code review guidance to junior and mid-level engineers; deliver actionable, growth-oriented feedback.
Resolve complex cost basis calculation challenges, including corporate action adjustments, transfer‑in basis reconciliation, and multi‑lot accounting edge cases.
Contribute to long-term technical roadmap planning, capability development, and engineering best practices.
Collaborate cross‑functionally with product, operations, and engineering teams to ensure alignment and effective delivery.
Integrate AI/ML capabilities (e.g., anomaly detection, intelligent reconciliation, LLM-assisted workflows) to improve platform automation and reduce manual intervention in tax operations.
Skills And Experience Of The Senior Specialist, Software Engineering
10+ years of relevant experience, including at least 3-5 years in cost basis, tax operations within a financial services or Fintech organization.
Strong domain knowledge of cost basis methodologies and tax lot accounting.
Bachelor's degree in Computer Science or the equivalent combination of education and experience is required.
Proven analytical and problem‑solving abilities with a track record of resolving complex operational and system‑level issues.
Hands-on experience leading and coordinating cross-functional technical initiatives involving engineering, operations, and compliance.
Cloud expertise: proficiency in at least one major cloud platform (AWS, OCI, Azure, or GCP), including infrastructure-as-code, cloud-native services, and cost-efficient architecture patterns.
AI/ML integration: experience leveraging AI tools, LLM APIs, or ML pipelines to augment engineering workflows, automate operations, or enhance platform intelligence.
CI/CD proficiency: experience designing and maintaining automated pipelines (build, test, deploy) with modern DevOps tooling and GitOps practices.
Expert-level proficiency in Oracle databases, including advanced PL/SQL development for complex queries, stored procedures, and performance optimization.
Hands-on experience with Unix/Linux shell scripting to automate operational tasks, data processing workflows, and system maintenance.
Strong Java development skills, with the ability to design, develop, and troubleshoot distributed backend services and integrations.
Proficient in Git for version control, including branching strategies, pull request workflows, and code review best practices.
Strong communication skills with the ability to present complex technical or regulatory concepts clearly to non-technical stakeholders.
Background in driving operational execution, meeting daily and short‑term objectives while supporting long‑term departmental goals.
Compensation
We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $150,000 plus bonus opportunities and other incentives.

Work arrangement
Yes