Senior Data & Systems Engineer
About The Position
Gerber Kawasaki is seeking an experienced Senior Data & Systems Engineer to advance its portfolio of AI-powered financial applications into a secure, scalable, and reliable technology platform. The firm has developed more than 20 AI tools for financial planning, tax analysis, retirement modeling, and portfolio analytics. This hands-on engineering role combines applied AI, software development, and data engineering, with responsibility for strengthening infrastructure, integrating live financial data, and developing solutions for advisors and clients. The engineer will build on existing technology, shape the firm’s AI infrastructure, and contribute to its continued innovation. The work includes developing production-ready AI applications, integrating financial systems and data, creating shared financial calculation capabilities, deploying LLM-powered workflows, and establishing secure and reliable engineering practices. The role involves collaboration with firm leadership, advisors, and technology teams.
Requirements
- At least 5 years of professional software engineering experience, including hands-on experience deploying production applications.
- Strong proficiency in Python, SQL, TypeScript/JavaScript, and React.
- Experience developing and deploying applications using LLM APIs such as Claude, OpenAI, or similar technologies.
- Experience designing and maintaining production data pipelines, data models, and system integrations.
- Working knowledge of cloud infrastructure, CI/CD, automated testing, and secure application development.
- Experience implementing data-quality checks and validating application outputs.
- Strong analytical, problem-solving, and communication skills.
- Ability to work independently, manage competing priorities, and collaborate with technical and nontechnical stakeholders.
Nice To Haves
- Experience with Databricks, Apache Spark, or similar data platforms.
- Familiarity with Orion, Salesforce, Agentforce, or financial data APIs.
- Experience with MCP, AI agent frameworks, retrieval systems, and LLM evaluations.
- Background in fintech, wealth management, financial planning, or tax software.
- Knowledge of portfolio analytics, equity compensation, tax modeling, or Monte Carlo simulations.
Responsibilities
- Transform existing AI prototypes into secure, scalable, production-ready applications using Python, TypeScript, React, and modern AI technologies.
- Design and maintain reliable data pipelines connecting Orion, Salesforce, Databricks, market-data providers, and other financial systems.
- Develop and integrate shared calculation engines for tax modeling, retirement projections, Monte Carlo simulations, portfolio analytics, and equity compensation.
- Build and deploy AI-powered workflows using Claude, OpenAI, APIs, and related frameworks to improve operational efficiency and advisor capabilities.
- Implement secure authentication, role-based access, audit logging, automated testing, and CI/CD processes.
- Establish data validation checks, monitoring systems, and documentation to support accurate, reliable, maintainable applications.
- Partner with leadership, advisors, and technology teams to improve existing tools, develop new solutions, and identify automation opportunities.
- Bring existing AI applications into a centralized, secure, and maintainable development environment.
- Build reusable financial calculation libraries and reliable data integrations.
- Deploy secure applications supporting advisors and financial planning workflows.
- Establish scalable engineering practices, automated testing, and monitoring.
- Help shape the next generation of AI-powered tools across the firm.
Benefits
- Professional growth and opportunities to expand skills and advance careers.
- Collaborative environment that encourages innovation and ownership.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
