Senior Software Engineer

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 a Senior Software Engineer at AdvicePay, you’ll play a central role in building and evolving both new and existing product features. You’ll take a set of user stories, dig into the existing codebase, and propose thoughtful solutions that balance long-term maintainability with meaningful user impact.

You’ll contribute across the full development lifecycle, from shaping technical approaches to delivering high-quality implementations, with a focus on minimizing code debt while maximizing real value for users. Your work will directly influence the stability, scalability, and usefulness of the product as it grows.

This role is for you if you enjoy translating real user needs into clean, sustainable technical solutions, like thinking holistically about systems (not just tickets), and want your engineering work to have visible, lasting impact on both the product and the team.

What You’ll Be Doing

Technical Craft and System Design

• Design and build secure, maintainable, and scalable solutions that support AdvicePay’s product and growth goals.

• Contribute meaningfully to system design discussions and technical decision-making.

• Improve existing and legacy code through refactoring and thoughtful evolution over time.

• Help establish and reinforce coding standards to promote consistency and quality across the codebase.

• Investigate, debug, and resolve complex or cross-system issues.

• Design efficient data access patterns and performance-sensitive code.

Delivery & Execution

• Deliver complex features with a high level of reliability.

• Break down large initiatives into well-scoped, executable work.

• Thoughtfully plan and sequence work to reduce risk and avoid rework.

• Proactively identify and surface delivery risks early.

• Balance near-term delivery needs with long-term system health.

Ownership & Influence

• Own major components or initiatives from design through long-term maintenance.

• Anticipate downstream impacts of changes across systems and teams.

• Identify technical debt and contribute to prioritization discussions.

• Partner closely with Product to align technical solutions with user and business needs.

Communication, Collaboration, & Leadership

• Participate in planning and refinement conversation to help shape technical outcomes.

• Communicate technical concepts, tradeoffs, and risks clearly to both technical and non-technical stakeholders.

• Help guide technical discussions toward sound, well-reasoned decisions.

• Provide mentorship and constructive feedback to other engineers.

• Collaborate effectively with Product, QA, and cross-functional partners.

• Review pull requests thoroughly (catching bugs, providing thoughtful feedback, providing guidance on best practices, ensuring automated test coverage, focusing on maintainability/readability/performance)

Process & Continuous Improvement

• Contribute to improvements in engineering workflows, tooling, and development practices.

• Identify and help address systemic issues impacting quality or delivery.

• Build deeper product and industry knowledge to inform technical decisions.

• Support a culture of continuous improvement and shared ownership.

Additional Responsibilities

• Participate in recruiting, interviewing, and onboarding activities as needed, including joining interviews, supporting technical assessments, and assisting with peer onboarding when requested.

• Create and maintain clear, useful technical documentation.

• Participate in occasional after-hours incident resolution and/or deployment activities.

• Collaborate with DevOps and infrastructure efforts as needed.

• Support bug triage, customer-reported issues, and production investigations.

• Contribute to secure development practices and participate in security reviews.

• Other duties as assigned.

The Deets

• Start Date: ASAP

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

• Location: Bozeman, MT

• Department: Product Development

• Reports to: Engineering Manager

Compensation & Benefits

• Salary: $171,703/year (please note this salary is inclusive of total earnings for this role. We do not have a commission or bonus structure at AdvicePay)

• Flexible paid time off days to maintain work-life harmony (we encourage and support that 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

• Up to $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 partner daycare program for Bozeman area Team Members

• Pet insurance

• Company-owned laptop provided

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

Requirements

What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)

• 5+ years of experience working in a software company as a full-stack software developer. (required)

• In-depth experience with JavaScript/TypeScript, specifically using Vue, React, or Angular. (required)

• Strong backend experience in a modern C-style language such as C#, Go, or similar. (required)

• Git version control.

• Invested in helping teammates grow, with patience and a knack for meeting people where they are.

• Thinks beyond the immediate task, considering long-term impact on users, systems, and teammates.

• A passion for software development and releasing great software.

• Experience working in a dynamic startup environment, showcasing adaptability and an entrepreneurial mindset.

• Sound technical judgement and collaboration skills. You work well independently, while also knowing when to ask for help or get a second opinion.

• Insatiable drive to identify and solve the root of a problem. You’re not the type to shy away from persistent effort or getting creative in helping craft solutions for problems our users face; in fact, you have a reputation for going the extra mile.

• Stellar communication skills with the ability to convey information with kindness, clarity, and accuracy whether through written or verbal means.

• Bachelor of Science in Computer Science or equivalent experience.

• High sense of personal responsibility + integrity (required).

• An understanding of and strong alignment with our Core Values (required).

• Legally authorized to live and work in the United States (required).

What Will Make You Stand Out From the Crowd

• Go

• DevOps

• PostgreSQL or Microsoft SQL Server

• RESTful API design

• Entity Framework

• Playwright

• Stripe integration

Application

• In lieu of a cover letter, please respond to the following prompt in 2–3 paragraphs:

  At AdvicePay, Senior Software Engineers own the technical planning and execution of projects in close partnership with Product. Product provides business context and feature requirements, while engineers are responsible for shaping the technical approach, breaking work into well-scoped engineering tasks, identifying risks and dependencies, and pulling in the right people while remaining accountable for delivery.

  In 2–3 paragraphs, describe a time when you owned the technical planning and delivery of a feature or project. Ground your response in a specific example from a role listed on your resume (please reference the company and role).

  In your example, briefly explain how you translated product requirements into a technical plan, how you broke the work down, and how you collaborated with others. We’re especially interested in how you partnered with Product to ensure the technical approach met business needs.

• Resume (to be uploaded)

Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.

Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!

Process

1. Initial phone screen answering a few short questions about AdvicePay and the position

2. First-round interview with the hiring manager

3. Work sample

4. Final round, including:

   • Company Core Values interview

   • An informal coffee chat to get to meet some current AP team members

   • Final wrap interview with the hiring manager

Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer

After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)

AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.