As a Senior Software DevOps Engineer at Income Discovery, you will use your honed software development skills to improve the operational and security aspects of our services. You will also:

• Define, design, build and support secure, highly available infrastructure services
• Create automated processes around building, testing, deploying, monitoring, and incident response
• Take responsibility for securing, monitoring, and defending our AWS-based systems. Develop, test, and implement the security features of our services and infrastructure. Help define and enforce cyber-security policies.
• Assist with annual customer-driven cyber-security assessments and certification efforts.
• Improve visibility into the behaviors of services (i.e. instrumentation, logging, analysis/reporting)
• Keep our dependencies and tooling up to date
• As a member of the development team, contribute to our software development efforts

• We are looking for a dynamic individual with 7 to 15 years of experience who has a passion for building systems that reduce toil, improve the reliability and correctness of our services, improve security, and provide infrastructure that enables rapid application development and scaling.
• An excellent understanding of systems architecture, Java/JVM platform, public cloud services, Linux, IP networking, HTTP, TLS, automated deployment/configuration, and computer science basics is required.
• Specific knowledge of AWS, Terraform, Bash, NodeJS, Document oriented databases, and Go are a plus but not mandatory.
• We treat all employees with respect and provide ample autonomy. Therefore, it’s important you are productive with minimal supervision, know when to ask for help, communicate effectively both verbally and through writing, and are comfortable with video conferences.
• You will report directly to our Chief Software Architect and work closely with the rest of the development team to ensure the team can continue to rapidly iterate on new application features while our user population grows. Your work will be critical to meeting Income Discovery’s growth and profitability targets and will ensure our customers experience a consistently fast and reliable service.

• Income Discovery employees work exclusively remotely, however, you will be expected to be available and working during East Coast business hours (EST). Employees have a choice of working from home or from a professional office (leased by the Company) near your home.
• In addition to a competitive base salary, all full-time employees are eligible to participate in the Company’s benefit program, offering excellent and affordable health care coverage options (medical, dental, & vision), voluntary insurances, and an FSA.
• Additional perks/benefits include a 401(k) with a Company match, potential for incentive equity options, and 15 days of paid time off (prorated in your first year) with additional time granted each year. There is a very limited waiting period with benefits taking effect on the first of the month after your start date.

As a Senior Software Engineer at Income Discovery, you will contribute to our products, improve the AIDA engine, and strengthen our operational capabilities. You will also:

• Develop and extend our analytical engine (AIDA) with new capabilities, improved performance, and distributed computation support;
• Help specify, implement, and test new features;
• Share the responsibility for deploying, monitoring, and securing our applications in AWS; and
• Assist in stepping up the architecture and refactoring to get to the next level in scalability.

• We are looking for a passionate and creative person interested in financial analytics, high performance computing, and devops. You will contribute to the entire stack from user interfaces to the data layer, as needed.
• It is important that you can be productive with minimal supervision, know when to ask for help, communicate well through writing, and be comfortable with video conferences.
• Excellent understanding of Java, JavaScript, software engineering, and computer science basics are required.
• AWS, Terraform, Clojure, or Go are a plus but not mandatory.
• Document or SQL database experience, Linux skills, and exposure to numerical programming would be helpful.

• Income Discovery employees work exclusively remotely, however, you will be expected to be available and working during East Coast business hours (EST). Employees have a choice of working from home or from a professional office (leased by the Company) near your home.
• In addition to a competitive base salary, all full-time employees are eligible to participate in the Company’s benefit program, offering excellent and affordable health care coverage options (medical, dental, & vision), voluntary insurances, and an FSA.
• Additional perks/benefits include a 401(k) with a Company match, potential for incentive equity options, and paid time off. There is a very limited waiting period with benefits taking effect on the first of the month after your start date.

Your primary responsibility will be supporting our Head of Sales in the creation and presentation of sales and product demos to institutional prospects and clients. You’ll also:

• Manage our website, email campaigns, and all marketing material in coordination with our copywriters and designers.
• Develop and deliver external onboarding and training sessions during the pre-sales process or ongoing long-term relationship.
• Collaborate with product, technology, and design staff to enhance existing products and shape product design for new retirement income products and processes based on feedback received during the sales process.
• For use during the sales process, you will develop product marketing collateral and content (sales decks, whitepapers, training guides, articles, videos, FAQs, job aids, client communications, marketing material, etc) to explain retirement income concepts and our tools. You will have access to external copywriters and designers, but you will drive the production of these materials.
• Understand and document the competitive landscape and how comparable products are positioned, as well as research backgrounds of participants and strategy of the target firms for upcoming sales demos.
• In addition, you’ll support implementation and account management staff as necessary.

We are looking for a creative thinker who can influence external prospects/clients and internal teams of cross-functional partners. It is important you can be productive with minimal supervision, know when to ask for help, communicate well verbally and through writing, and be comfortable with daily telephone and video conferences. Additional skills that will enhance your success include:

• 7+ years in the broker/dealer or wealth management industry is required.
• Your background must be in financial services with an emphasis in a sales enablement, product, education, or related role. You must have demonstrated ability in sales support, launching and growing financial services products, and explaining retirement and planning concepts through the use of tools.
• Experience in managing content, content development, instructional design and documentation management required.
• Excellent verbal and written communication skills, especially as a presenter; you need to be compelling, engaging, professional, and captivating.
• Able to deliver results in a fast-paced, high-growth environment; focused, disciplined, and self-directed in addressing opportunities that deliver results; act with a sense of urgency, and hold oneself accountable for contribution goals.

• Income Discovery employees work exclusively remotely, however, you will be expected to be available and working during East Coast business hours (EST). Employees have a choice of working from home or from a professional office (leased by the Company) near your home.
• In addition to a competitive base salary, all full-time employees are eligible to participate in the Company’s benefit program, offering excellent and affordable health care coverage options (medical, dental, & vision), voluntary insurances, and an FSA.
• Additional perks/benefits include a 401(k) with a company match, potential for incentive equity options, and paid time off. There is a minimal waiting period with benefits taking effect on the first of the month after your start date.

This is a unique opportunity to join a dynamic team and make a significant impact on the growth and success of both our enterprise client and Income Discovery. As a pivotal player in client-specific initiatives, you'll represent Income Discovery and have the chance to shape the future of our client’s offerings and drive tangible business outcomes. If you're a confident, self-driven individual with a passion for product management, we'd love to hear from you.

• Act as the primary liaison and support for one of our valuable enterprise clients, fostering a strong relationship and ensuring client needs are met.
• Translate enterprise client ideas into actionable strategies and product features, guiding the development process from concept to implementation.
• Develop comprehensive product management documents and requirements based on client vision, collaborating with onshore and offshore teams to integrate, customize, enhance, and test software modules.
• Articulate product strategy and roadmap, facilitating team and client alignment and leading productive meetings.
• Collaborate closely with cross-functional teams to align product development efforts with client objectives and company goals.
• Proactively identify opportunities for innovation and improvement, leveraging your creativity and problem-solving skills to drive results.
• Demonstrate exceptional communication and organizational abilities, effectively conveying complex ideas and coordinating project activities.
• Lead product releases, ensuring successful launches and adherence to schedules.
• Embrace a multifaceted role, demonstrating self-drive and adaptability.

We're seeking a proactive, creative thinker with a keen ability to influence internal and external cross-functional teams. It is important you can be productive with minimal supervision, know when to ask for help, communicate well verbally and through writing, and be comfortable leading and participating in daily video conferences and responding to messaging channels. Key qualifications include:

• Background in financial services with a focus on retirement products.
• 7+ years of experience in product management within the broker/dealer or wealth management industry.
• B2B experience and proficiency with APIs.
• Demonstrated experience working with offshore teams.
• Expertise in enhancing and maintaining financial services and retirement products, adept at explaining retirement and planning concepts through tools.
• Thrives in a fast-paced, high-growth environment, demonstrating focus, discipline, and self-direction.
• Strong organizational and leadership skills, along with excellent communication, problem-solving, and creative thinking abilities.
• Willingness to travel for quarterly client offsite meetings.

• Income Discovery employees work exclusively remotely, however, you will be expected to be available and working during East Coast business hours (EST). Employees have a choice of working from home or from a professional office (leased by the company) near your home.
• In addition to a competitive base salary, all full-time employees are eligible to participate in the company’s benefit program, offering excellent and affordable healthcare coverage options (medical, dental, & vision), voluntary insurances, short & long-term disability insurance, and an HSA and/or FSA. There is a minimal waiting period with benefits taking effect on the first of the month after your start date.
• Full-time employees also have the potential for incentive equity options, as well as participation in a short-term incentive bonus plan.
• Additional perks/benefits include a 401(k) with a company match and paid time off.

Our expanding growth opportunity set necessitates onboarding a business leader who can hyper-scale the company. Are you driven to secure high-value enterprise systems sales with average contract values in the millions? Join us at Income Discovery in revolutionizing the retirement industry with our groundbreaking, tax-optimized retirement paycheck solution.

With a rapidly aging population, 56 million households will be retired by 2030, controlling assets worth trillions and in dire need of strategic distribution planning. This represents an unparalleled opportunity to redefine the Wealth Management and Retirement Plan sectors, providing invaluable benefits to retirees and the firms that serve them, while simultaneously driving significant growth for Income Discovery and your career.

Income Discovery is the pioneering market leader whose solution has been adopted by trophy clients. The company is growing and profitable. Learn more about us at incomediscovery.com.

As our SVP of FINTECH Enterprise Sales, your mission will be to identify and engage with major players in the financial sector, including large broker-dealers, insurance companies, national registered investment advisors, and retirement plan record keepers. Your goal is to lead these prospects through the entire sales process, culminating in a successful contract. This involves:

• Initiating contact through conferences and securing first meetings.
• Presenting our innovative solution at these initial meetings.
• Orchestrating follow-up meetings to introduce our concept to a wider audience of stakeholders.
• Leading our efforts in Request for Proposal (RFP) processes.
• Negotiating contract terms and finalizing deals.
• In addition to generating direct sales, you'll spearhead the establishment of new reselling partnerships, actively participating in joint sales initiatives to onboard new institutions.

Collaboration with our CEO in negotiating terms for both direct sales and partnership agreements will be a key part of your role.

• Bachelor’s degree required, MBA preferred.
• Brings at least 20 years of experience in selling complex, multi-module technology platforms to large enterprises in either the wealth management or the retirement plan recordkeeping industry, requiring extensive integration and customization.
• Demonstrates a proven track record in selling to the leadership and C-Suites in large enterprises.
• Has substantial experience in the wealth management or retirement plan recordkeeping industries, with a deep understanding of their unique challenges and opportunities.
• Able to deliver results in a fast-paced, high-growth environment; focused, disciplined, and self-directed in addressing opportunities that deliver results; act with a sense of urgency, and hold oneself accountable for individual and company goals.
• Excellent presentation, verbal, and written communication skills to communicate to a wide variety of personnel
• Excellent relationship-building skills

This role is not just about leading our sales efforts; it's about being at the forefront of a movement to enhance financial security for retirees. If you're ready to make a substantial impact in the retirement and wealth management industries while advancing your career to new heights, we want to hear from you.

• Income Discovery employees work exclusively remotely, however, you will be expected to be available and working during East Coast business hours (EST). Employees have a choice of working from home or from a professional office (leased by the company) near your home.
• In addition to a competitive base salary, all full-time employees are eligible to participate in the company’s benefit program, offering excellent and affordable healthcare coverage options (medical, dental, & vision), voluntary insurances, short & long-term disability insurance, and an HSA and/or FSA. There is a minimal waiting period with benefits taking effect on the first of the month after your start date.
• Full-time employees also have the potential for incentive equity options, as well as participation in a short-term incentive bonus plan.
• Additional perks/benefits include a 401(k) with a company match and paid time off.

Join our dynamic team and play a crucial role in driving the growth and success of Income Discovery. This position offers a unique opportunity to collaborate with technology, analytics, and other departments to integrate our planning and retirement paycheck solutions with enterprises through both UI and API. Additionally, you will enhance our existing B2B software modules to incorporate new retirement income financial products and strategies.

As part of your responsibilities, you will also support client implementation efforts for enterprises adopting our solutions. If you are a confident, self-driven individual with a passion for product management, we want to hear from you.

• Support implementation efforts at prospective enterprises to address the unique needs of their clients and advisors.
• Develop comprehensive product management documents, including business requirements, functional requirements, diagrams, and presentations. Collaborate with both onshore and offshore teams to integrate, customize, enhance, and test our software-based modules.
• Create and implement product and integration strategies that align with the company's vision.
• Work closely with cross-functional teams to ensure product development aligns with client objectives and company goals.
• Proactively identify opportunities for innovation and improvement, using creativity and problem-solving skills to drive results.
• Exhibit exceptional communication and organizational skills, effectively conveying complex ideas and coordinating project activities.
• Support product releases, ensuring successful launches and adherence to schedules.
• Embrace a versatile role, demonstrating self-drive and adaptability.
• Conduct competitive research and stay updated on new retirement laws that may impact our products.

We're seeking a proactive, creative thinker with a keen ability to influence internal and external cross-functional teams. It is important you can be productive with minimal supervision, know when to ask for help, communicate well verbally and through writing, and be comfortable leading and participating in daily video conferences and responding to messaging channels. Key qualifications include:

• Background in financial services with a focus on retirement products.
• 7-10 years of experience in product management within the broker/dealer or wealth management industry.
• B2B experience and proficiency with APIs.
• Demonstrated experience working with offshore teams.
• Expertise in enhancing and maintaining financial services and retirement products, adept at explaining retirement and planning concepts through tools.
• Thrives in a fast-paced, high-growth environment, demonstrating focus, discipline, and self-direction.
• Strong organizational and leadership skills, along with excellent communication, problem-solving, and creative thinking abilities.

• Income Discovery employees work exclusively remotely, however, you will be expected to be available and working during East Coast business hours (EST). Employees have a choice of working from home or from a professional office (leased by the company) near your home.
• In addition to a competitive base salary, all full-time employees are eligible to participate in the company’s benefit program, offering excellent and affordable healthcare coverage options (medical, dental, & vision), voluntary insurances, short & long-term disability insurance, and an HSA and/or FSA. There is a minimal waiting period with benefits taking effect on the first of the month after your start date.
• Full-time employees also have the potential for incentive equity options, as well as participation in a short-term incentive bonus plan.
• Additional perks/benefits include a 401(k) with a company match and paid time off.