More than a job

Skyrocket your career by revolutionizing the way financial professionals do business

We're bringing the annuity industry into the future and could use your help!
Explore our open positions.

Based in Berwyn, PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

We offer more than just a job. We provide a space for you to challenge yourself and others, build relationships, and grow your career, all while helping us revolutionize retirement outcomes. Our cutting-edge and growing platform offers an entrepreneurial atmosphere for all our employees.

FIDx offers a competitive benefits package including:

  • Health, dental, and vision insurance
  • 401k and company match
  • Short term disability
  • 4 weeks of annual PTO & personal/sick days
  • 10 holidays and 2 floating holidays
  • Competitive pay and annual bonuses

We work in a hybrid model with the team in-office 3 days/week for collaboration and team building. We provide lunches, snacks, and a stocked beverage fridge. Employees have access to the fully equipped gym and the Chester Valley Trail that runs right outside of our office.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Explore more below and join our growing team!
rich_enable_the_power_of_knowing

For advisors and their clients, We're Enabling the Power of Knowing ℠.
For advisors, they know they have a platform and a partner they can rely
on. For their clients, they know they
have the income and protection they need to pursue their  passions and create legacies for their families.”

    - Rich Romano, CEO, FIDx

Application Developer

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
The Application Developer plays a critical role in the ongoing success and growth of the company. The Application Developer is responsible for work of considerable difficulty in planning, assigning, and directing computer applications program design, development, and implementation. 
This person is entrepreneurial, self-directed, and passionate about providing exceptional experiences for customers, advisors, investors, clients, and employees. Because this is a growing entrepreneurial organization, this position will need to work across many disciplines, interacting effectively throughout the organization and fully leveraging the resources available. The position will provide a challenge, satisfaction, and the opportunity for continued career growth.

Responsibilities:

  • Design, code, test, debug, and support Web and applications using a variety of technologies, including .Net Framework, .Net Core, C# and SQL Server as well as front-end frameworks such as MVC.Net, little angular, and React.js.
  • Design and build serverless Web APIs and microservices to support front end applications.
  • Design, develop, and unit test applications in accordance with established standards.
  • Develop, refine, and tune integrations between applications.
  • Analyze and resolve technical and application problems.
  • Reviews performance of applications programs to ensure program efficiency, program documentation, and to ensure that output meets the needs of user departments.
  • Responsible for working with project teams and end-users to coordinate systems testing, training, and support.
  • Monitors and reports on progress against plan, escalating issues to the team.
  • Communicate with co-workers, management, clients, and others in a courteous and professional manner verbally and in writing.

Education, Skill, and Experience Required:

  • Bachelor’s Degree in computer or information science or related experience
  • Minimum 5 years of related technical experience.
  • Knowledge, experience, and proficiency in implementing a multi-service and system operation preferred.
  • Strong experience with C# programming language and .NET Core or .NET Framework
  • Extensive knowledge of API frameworks.
  • Knowledge of web service concepts (REST, JSON, XML).
  • Experience with serverless technologies in Azure a plus.
  • Knowledge of SQL Server technologies and experience developing database applications using SQL server.
  • Ability to communicate effectively with an array of diverse customers and employees.
  • Reliable, detail-oriented, and highly motivated

Expected Hours of Work:
The work schedule for this position will be primarily Monday- Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

 

Cybersecurity Engineer

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
We are looking for a Cybersecurity Engineer with an analytical mind and a detailed understanding of cybersecurity methodologies. Cybersecurity engineers are expected to have meticulous attention to detail, outstanding problem-solving skills, work comfortably under pressure, and deliver on tight deadlines.

The Cybersecurity Engineer participates in implementing security-related standards, procedures, and guidelines appropriate to securing the existing environment at FIDx while working across the organization. The engineer will be responsible for performing and analysis of security code reviews, firewall rule implementation, and review, infrastructure audits, vulnerability assessments, assisting with SOC 2 audit requirements, and implementing/working with security related technology such as SIEMs, firewalls, IPS/IDS, and Azure security.

Responsibilities:

  • Work across the organization to ensure that security requirements are met and align with business objectives.
  • Identify cybersecurity issues and assist in creating mitigating controls.
  • Perform internal penetration testing and network vulnerability assessments.
  • Perform static and dynamic code analysis for C#, SQL Server, and .NET code.
  • Review, revise and recommend changes for policies and procedures at FIDx.
  • Investigate security-related alerts and work with tools such as Splunk, Crowdstrike Falcon, ControlMap, and others to identify and mitigate threats.
  • Assist in performing internal auditing and tasks related to SOC 2 Type 2 external audit.
  • Ability to interact with the Legal department is a plus.

Skills Required:

  • Bachelor in a technical field, with Cybersecurity, preferred.
  • Preference for PNPT, OSCP, or other types of cybersecurity certifications.
  • Understanding of NIST, ISO, or other Information Security Management systems.
  • Understanding of OWASP Top 10 and how that can be applied towards C#, SQL Server, and .NET Framework/Core.
  • Solid understanding of networking technology.
  • Experience with Microsoft Azure.
  • Ability to work with Kali Linux and various cybersecurity tools such as Burp Suite, Metasploit, and others.
  • Python / PowerShell experience.

Software Experience:

  • Kali Linux
  • Burp Suite
  • Splunk
  • FortiGate Appliance
  • Microsoft Office

Expected Hours of Work:
The work schedule for this position will be primarily Monday- Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

 

Director, Platform Support & Operations

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
The Director, Platform Support and Operations is responsible for leading the organization's platform support function and team, providing a superior level of customer service to all clients. The position will work closely with other departments to understand requirements to develop solutions that are aligned with the greater organization's objectives. This role will enable each employee and the department to succeed and serve as a resource to the team regarding policies, procedures, remediating client complaints and enforcing organizational standards. This role will act as a working team member who will contribute to the resolution.

The ideal candidate is entrepreneurial, passionate about leading others, and providing exceptional experiences for customers, advisors, investors, clients, and team members. This role will be responsible for assessing current state, drafting policies and procedures, and implementing an approach of quality, continuous improvement, and high performance.

Responsibilities:

  • Design and maintain a system to provide an amazing customer experience.
  • Target maximization of first-contact issue resolution.
  • Create and execute, in collaboration with other IT departments, a root-cause analysis function and track projects to decrease incidents and ticket volume through projects and continuous improvement initiatives. May require work after-hours or weekend based on issue or resolution
  • Work with management on productivity reporting, capacity planning, and staffing.
  • Foster an environment that encourages information sharing, team-based results, cross-training, and focus on quick and effective problem resolution.
  • Coach and provide feedback to team members; monitor annual goals, conduct performance reviews, and ensure effective onboarding of new team members.
  • Provide feedback to leadership regarding service failures or client concerns.
  • Seek feedback regularly and suggest and/or implement process improvements when necessary.
  • Hire, lead, and motivate IT employees to achieve goals that contribute to the success of business.
  • Identify gap areas, the need for upgrades, and opportunities for improvement.
  • Build and maintain relationships with external partners, clients, and vendors.
  • Integrate best practices and technology standards across the organization.
  • Monitor and improve day-to-day operations of Platform support organization.
  • Ability to visualize and create operational and support dashboards. This includes creating reports on trend analysis, SLA's and KPI's to improve the resiliency of the platform and team.
  • Provide guidance and lead resolution of technical issues as they arise along with strategic leadership for the organization, as well as hands-on tactical daily leadership.
  • Drive issue triage, problem solving, and root cause analysis with sensitivity to timely situations.
  • Must be willing and able to get into technical details and lead heavy technical solutioning sessions.
  • Guide support teams toward issue resolution through effective engagement and communication with both clients and internal stakeholders.
  • Communicate complex technical issues to clients through non-technical terms.
  • Procure, implement, and maintain a customer support platform solution for the documentation, organization, response to and reporting of client support requests.
  • Exercise sound judgement in understanding business impact of service disruptions and prompt and appropriate escalations.
  • Establish support model for new applications, new functionality, and new processes.
  • Ensure process documentation and SOPs are created, updated, and utilized consistently.

Skills & Experience:

  • Experience of 7+ years or more supporting production applications
  • Previous experience working with financial technology preferred
  • Application support management
  • Integration support and troubleshooting
  • Delivery-driven mindset, ensuring expectations are managed and earning the confidence of the business to achieve overall company strategy
  • Strong systems, investigative and problem-solving skills
  • Excellent analytical skills with the ability to identify issues and appropriate resolutions
  • Ability to manage multiple concurrent projects and initiatives
  • Excellent written, diagrammatic, and oral communications skills and ability to clearly define projects, objectives, goals, schedules, and assignments
  • Ability to work effectively with business personnel at all levels as well as with outside vendors and contractors
  • Customer experience focused with excellent track record
  • Respond to emergency situations effectively, maintaining poise and focus
  • Experience designing, supporting, and implementing SaaS based applications preferred
  • Solid understanding incident management policies/procedures
  • Ability to rapidly understand and assimilate new technologies
  • Experience working with business and technology leaders to identify and implement support models that benefit the organization
  • Insurance knowledge and experience is a plus 

Expected Hours of Work:
This position is expected to work in our Berwyn office at least 3 days a week.

The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

 

Front-End Developer

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
As a Front-End Developer, you will be responsible for creating user-friendly, interactive, web-based applications that connect to existing independent APIs and RESTful services. You will need to have a positive, engaged, and self-reliant attitude, and a willingness to adapt as technology and requirements change. You will be working within a team of a variety of skillsets, will need to be empathic and communicative, and able to grow your skills and deliver solutions at a rapid pace. The end goal: to develop and deploy functional enterprise software for our company’s, clients’, and partners’ needs.

Responsibilities:

  • Conceiving, building, and maintaining web software and solutions that use a combination of server and client-side technologies with a team of developers in an Agile environment.
  • Your software will adhere to a “security first” focus, ensuring both user and company data are secured and protected, while providing a seamless and user-friendly web experience.
  • Produce high quality extensible and reusable code solutions that adhere to both company and coding standards, with a strong focus on object-oriented design.
  • Be able to articulate your reasons for the code solution and how it was implemented to all corporate roles.

Education, Skill, and Experience Required:

  • BS in Computer Science or equivalent experience
  • 5+ years of experience implementing complex applications
  • 5+ years of experience integrating front and back-end technologies to create modern and secure web applications.
  • 5+ years development experience with Angular, JavaScript, CSS (additional C# experience a plus)
  • In-depth knowledge and experience with modern, reactive front-end/JavaScript framework technologies like Angular 9+, Kendo UI, and JQuery.
  • Experience with building unit tests preferably in Jasmine and Karma, and/or NUnit and Moq
  • Understanding of Node.JS, XML, JSON, AJAX
  • Experience with MVC and/or Razor pages
  • Experience with .NET Framework, .NET Core or .NET6
  • Experience with responsive design and/or mobile design
  • Experience with SQL Server
  • Experience with IDEs like Visual Studio and Visual Studio Code, and debugging tools such as Chrome Developer Tools
  • Experience with web components and custom elements
  • Experience with Azure and GIT technologies

Expected Hours of Work:
The work schedule for this position will be primarily Monday- Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

 

Quality Engineer, Jr.

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
The Quality Engineer supports the Engineering Teams by being the champion of quality and providing leadership qualities which protect the team and FIDx through a standard of excellence. This position is dedicated to our customers’ experience by ensuring the team provides the highest level of quality from our software and services. The person filling this role needs to be committed to maintaining FIDx’s reputation as a trusted partner. The Quality Engineer is accountable for providing trusted advice and services to our team and our customers by fostering long-term relationships.

Responsibilities:

  • Champion quality for team deliverables
  • Triage software defects and manage defect priorities
  • Manage quality standards and guidelines for the team
  • Manage risk analysis for software projects
  • Develop, execute, and manage quality test plans and test cases
  • Create, manage, and execute test automations
  • Understand customers’ needs
  • Troubleshoot, document, and manage customer issues
  • Guide team through quality planning and strategy
  • Provide quality guidance and support to the team to drive higher customer satisfaction and meet goals
  • Use subject matter skills to help guide project development
  • Provide subject matter expertise to the Engineering team and others

Education, Skill, and Experience Required:

  • 1-3 years of related technical experience
  • Have a Quality Mindset and understand Testing methodologies.
  • Knowledge in Java/Java Script/Python & Testing required.
  • Automation Tool Experience - Katalon/Selenium/Cypress is preferred.
  • Automation Frameworks/Design Pattern - Selenium Webdriver/TestNG, Cucumber - BDD (Gherkin), POM or any frameworks (Knowledge/Experience on at least one)
  • Cloud Computing, Cloud Infrastructure knowledge (Preferred)
  • Source Control (GIT) & CI/CD (Azure DevOps, Jenkins) knowledge, Agile PM tools like JIRA is required.
  • Experience in dealing with technical use case (API Changes, DB Changes etc.).
  • Basic SQL knowledge
  • Critical Thinking, Problem Solving & Analytical skills
  • Good Communication Skills. Not afraid to ask questions.
  • Experience in talking to both technical/non-technical team to gather feedback.
  • Knowledge in Annuities (Preferred).
  • Experience in Agile Project Environment.
  • Experience in writing acceptance criteria/defining testcases for each use case.

Expected Hours of Work:
The work schedule for this position will be primarily Monday- Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

 

Software Development Engineer in Test (SDET)

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
The SDET supports the Engineering & Product Teams by being the champion of Automation and providing leadership qualities which protect the team and FIDx through a standard of excellence. This role demands highly developed tactical and strategic skills as the Software Development Engineer in Test (SDET) is expected to participate actively in the continual improvement efforts of the company’s SDLC. This position is dedicated to our customers’ experience by ensuring the team provides the highest level of quality from our software and services. The person filling this role needs to be committed to maintaining FIDx’s reputation as a trusted partner. The SDET is accountable for providing trusted advice and services to our team and our customers by fostering long-term relationships.

Responsibilities:

  • Champion quality for team deliverables
  • Drive Quality & Test Coverage through Automation
  • Create, manage, and execute test automations
  • Understand customers’ needs
  • Troubleshoot, document, and manage customer issues
  • Should be able to analyze quality of the product before rolling to Customers by analyzing and validating Defect leakages
  • Should be able to effectively plan, define test Strategy, provide QE estimates, provide test management and Test Reporting throughout the Testing cycle

Education, Skill, and Experience Required:

  • 3-6 years of related technical experience
  • Have a Quality Mindset and understand Testing methodologies
  • Hands on Coding experience in Java/Java Script/Python & Testing required
  • Knowledge of Automation Tools such as Katalon/Selenium/Cypress is preferred
  • Automation Frameworks/Design Pattern - Selenium Webdriver/TestNG, Cucumber - BDD (Gherkin), POM or any frameworks (Knowledge on at least one)
  • Agile & Cloud Computing Knowledge
  • Source Control (GIT) & CI/CD (Azure DevOps, Jenkins) experience
  • Critical Thinking, Problem Solving & Analytical skills
  • Good Communication Skills. Not afraid to ask questions
  • Experience in talking to both technical/non-technical team to gather feedback

Expected Hours of Work:
The work schedule for this position will be primarily Monday- Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

 

Office Manager

About Us:
Magis Capital Partners’ mission is to launch and grow new businesses in the Financial Advisor Technology sector that provide groundbreaking solutions to the industry’s biggest needs and maximize returns for our investors. We are currently comprised of four start-up firms in the Berwyn, PA area.

About the Opportunity:
The Office Manager plays a critical role in the ongoing success and growth of the company. The Office Manager helps support the day-to-day functions of all of our exchanges. We’re seeking an energetic, self-starter who can support us on-site.

Responsibilities:

  • Provide general support to visitors
    • Answer phones, welcome guests/security sign-in and escort protocol
    • Point person for maintenance, mailing, shipping, supplies, equipment, bills, and errands
  • Administrative support to the Senior Management team, including schedule meetings, appointments, presentation, and document support.
  • Order and schedule staff lunch
  • Monitor, maintain and order all supplies: office, break-room food and beverages as required
  • Partner with HR to oversee adherence of office policies and procedures as necessary
  • Coordinate with IT/Facilities (building management) & Vendor interface for equipment or office repairs
    • Prep for meetings between senior management and clients (i.e., ensure technology is working properly, offices/ rooms are reserved)
    • Manage relationships with vendors, service providers, and landlord ensuring all standards are met
  • Participate actively in the planning and execution of company events
  • Organize orientation and training of new staff members
  • Maintain a safe, secure, and pleasant work environment

Skills & Experience:

  • High school diploma or equivalent
  • Minimum 1 year of administrative experience
  • Strong people and interpersonal skills
  • Strong organizational and planning skills
  • Proven office management, administrative, or assistant experience
  • Knowledge of office management responsibilities, systems, and procedures
  • Excellent time management skills and ability to multitask and prioritize work
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook, etc.)
  • Knowledge of human resources management practices and procedures
  • Knowledge of business and management principles

Physical Effort & Travel:

  • Job may require sitting at and working on a computer for extended periods of time.
  • Job may require lifting up to 15lbs.
  • Job will require access to a vehicle.

Expected Hours of Work:

The work schedule for this position will be primarily Monday- Friday during typical business hours.

 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

 

Apply now

Associate Product Owner

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
We are looking for an Associate Product Owner to join our growing team! An ideal candidate will have a passion for leading teams, building products, and solving problems. You will join a team of technologists and insurance experts.

Responsibilities:

  • Serve as the voice of the client.
  • Work with internal and external customers to analyze the needs and align product roadmap to strategic goals.
  • Assists Product Owners in creating and maintaining a product roadmap.
  • Develop scope and define backlog items that guide Agile software development teams.
  • Solve product-related problems, make decisions, complete trade-off analysis to stay on track towards business deliverable commitments.
  • Draft key objectives and results, strategies and apply the data for the product to make business decisions.
  • Possess a fundamental understanding of end-to-end customer experience integration and dependencies.
  • Collaborate with Product Owners and stakeholders during the visioning and concept development of a product.
  • Assist the Product Owner in creating product(s), delivering in the product model, and communicating the product needs with business partners.
  • Assess value, develops cases, and prioritizes stories, and themes to ensure work focuses on those with a maximum value that are aligned with product strategy.
  • Develop and maintain an appropriately prioritized backlog of user stories for implementation.
  • Act as an ambassador for the product internally and externally and as the primary contact for queries related to the product.
  • Develop appropriately detailed specifications for the product features so they are clearly understood by the development teams.
  • A leader of the team and within the organization.
  • Represents team in front of stakeholders, clients, or users.
  • Work closely with product management and senior management to create a product that fits the company portfolio.
  • Assist Product Owner in research and analysis of the market, the users, and the roadmap for the product.
  • Provide competitive insight and differentiating ideas.
  • Increase an understanding of Agile practices, new technologies opportunities and other new trends.
  • As a scrum team member, assist the team wherever necessary (including testing, regression testing, automated testing, analysis, refinement, story writing, etc.).

Knowledge & Skills Requirements:

  • Proven ability to quickly learn complex topics
  • Creative and strategic thinking
  • Ability to manage stakeholders and their expectations
  • Understanding of and experience with Agile methodologies
  • Ability to work with cross-functional teams to deliver on a common goal
  • Excellent interpersonal skills and ability to develop relationships with team members and customers
  • Outstanding communication, presentation, and leadership skills
  • Advanced organizational and time management skills
  • Good analytical and problem-solving skills
  • Very detail-oriented
  • Disciplined and able to manage individual work with minimal direction
  • Active listening

Preferred Qualifications:

  • You have knowledge of insurance and the financial services industry.
  • You have experience working in an Agile/Scrum environment.
  • You have a growth mindset and enjoy creating creative, simple solutions to complex problems.
  • You lead through influence and can quickly establish collaborative relationships with internal and external partners.

Expected Hours of Work:
The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

Client Support Specialist

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
The Client Support Specialist will be responsible for managing and overseeing the integration testing and platform readiness for several client launches (likely simultaneous). Launches include, but not limited to, broad launches, day 2 developments, new product additions, account opening integrations, etc.

Our ideal candidate will have experience in project management, technical support and problem resolution to help execute flawless client implementations. Experience in creating test plans and driving deliverables are required.

Responsibilities:

  • Be responsible for managing the testing efforts for client solution designs (operational processes as well as system functionality)
  • Regularly report progress, roadblocks, and committed dates to executive management
  • Have a clear understanding of client specific services and in/out scope items
  • Maintain a test plan for the entire lifecycle of each launch
  • Collaborate with other teams to share approaches, develop best practices, and improve team capabilities to successfully onboard clients
  • Coordinate with a test environment and team for internal and external testing
  • Communicate status to internal and external stakeholders
  • Responsible for managing scope, driving dates, and deliverables throughout the entire testing process
  • Understand the firm’s strategic plans, business, process, and architecture and apply in the solution design process
  • Work with internal and external business teams to assess and streamline processes to mitigate risk, cost, or issues and generate efficiencies

Education, Skill, and Experience Required

  • Demonstrate understanding of Investment Management Operations processes, technology, and procedures, and an ability to learn quickly
  • Experience creating test plans
  • Experience implementing or testing technology at broker-dealers and RIAs
  • Strong communication and interpersonal skills, written and oral
  • Strong analytical skills including process analysis
  • 2+ years of project management, business analyst or similar experience required
  • Ability to organize, prioritize, balance key tasks, and manage time effectively
  • Knowledge of products and processes related to the financial services industry and advisor processes and tools is preferred
  • Proficiency in Excel, PowerPoint, and project management tools (e.g., Jira, Monday.com) 

Additional Requirements:

  • Travel and flexible working hours may be required
  • Candidate must be self-motivated, adaptable and show initiative
  • Strong Excel, Word, Power Point skills required.  Visio skills preferred
  • Candidate must be self-assured and react well within critical deadline situations

Expected Hours of Work:
The work schedule for this position will be primarily Monday- Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

Client Implementation Manager

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
FIDx is looking for a Client Implementation Manager with strong experience in project management, analysis, system flows and business architecture to execute client implementations. The successful candidate must have the ability to lead across teams, drive deliverables, be highly organized and be able to move seamlessly between multiple implementations and changing client requirements.

The Client Implementation Manager will be responsible for managing and overseeing the due diligence, solution design, implementation/onboarding, and post-go-live efforts for several client implementations (likely simultaneous).  

Responsibilities

  • Be responsible for managing the client solution design (operational processes as well as system functionality), conversion approach, implementation plan, and go-live activities for onboarding clients onto FIDx platform
  • Regularly report progress, roadblocks, and committed dates to executive management
  • Manage the definition of services, in/out scope discussions, and day 2 items with the client and internal stakeholders
  • Maintain a project plan for the entire lifecycle of each implementation
  • Create and manage SOWs for client implementations, including third-party SOWs
  • Collaborate with other teams to share approaches, develop best practices, and improve team capabilities to successfully onboard clients
  • Coordinate with a test environment and team for internal and external testing
  • Organize and conduct implementation project status meetings, including communicating status to internal and external stakeholders, including senior management
  • Responsible for managing scope, driving dates, and deliverables throughout the entire implementation process
  • Track client feedback/requests and incorporate in standard process where appropriate
  • Work closely with Sales, Product, and Technology to ensure alignment with strategic goals and key business decisions regarding products, services, and key business initiatives
  • Understand the firm’s strategic plans, business, process, and architecture and apply in the solution design process
  • Work with internal and external business teams to assess and streamline processes to mitigate risk, cost, or issues and generate efficiencies

Skills & Experience:

  • Bachelor’s degree in Business Administration, IT Management, Computer Science, or relevant experience. Project Management certifications a plus
  • 5+ years of experience in project management, client implementation and/or business analysis
  • Knowledge of products and processes related to the financial services industry and advisor processes and tools
  • Demonstrate understanding of Investment Management Operations processes, technology, and procedures, and an ability to learn quickly
  • Experience implementing technology at broker-dealers and RIAs
  • Proficiency in Excel, PowerPoint, and project management tools (e.g., Jira, Monday.com) Visio skills preferred
  • Candidate must be self-assured and react well within critical deadline situations
  • Strong communication and interpersonal skills, written and oral; confident in interaction with senior stakeholders
  • Strong analytical skills including process analysis. Very strong interest in the underlying detail of the analysis is a must
  • Demonstrate excellent process and project management skills
  • Ability to organize, prioritize, balance key tasks, and manage time effectively
  • Comfortable facilitating project working groups and possesses strong data gathering skills
  • Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing specifications

Expected Hours of Work:

The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

Director of Business Architecture

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
The Director of Business Architecture will be responsible for developing business capability maps describing the primary business functions of FIDx platforms, including the areas of the organization that perform those functions, and describing value streams, process models, and data and information mappings. This role will be responsible for interacting with departmental leadership, external clients, and integration partners. The ideal candidate is entrepreneurial, passionate about leading others, and providing exceptional experiences for customers, advisors, investors, clients, and employees.

Competencies:

  • Entrepreneurial - Experience building platforms from scratch, working in a fast-paced environment, institutional-level skills that can be applied to smaller orgs
  • Leadership Presence – Ability to lead by influence
  • Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business
  • Process Management – Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes
  • Software Development Life Cycle – Strong/deep expertise in Agile delivery for delivering new or enhanced software products to the marketplace

Responsibilities:

  • Interface with Product Managers/Owners, Product Architects, Technical Architecture, Developers, Client Implementation, Sales, Marketing, and other groups to document and create business capability maps
  • Maintain a deep knowledge of evolving trends in technology, FinTech, and Insurance Tech
  • Write proposals for new projects describing proposed business architecture and describe / educate other groups on proposed solutions
  • Contribute to the creation of RFPs and SOWs for client projects to ensure proposed work is in line with business capabilities or, if not, clearly stating the new capabilities required for successful delivery
  • Assists with product roadmap creation, business cases, vendor management, and benefit harvesting
  • Leads through influence and can quickly establish collaborative relationships with internal and external partners
  • Instills a culture of continuous improvement
  • Provides recommendations on remediation or process changes and influencing timely implementation to improve performance

Skills & Experience:

  • 7+ years of planning and analysis experience including experience in senior Business Analysis, Business Architecture, Technical Architecture, or Solutions Architecture roles
  • Experience delivering business architecture diagrams using various tools including Microsoft Office, Visio, Lucidchart or others
  • Exceptional verbal and written communication skills
  • Experience with business process modeling, enterprise architecture, and associated tools
  • Group session facilitation and the ability to draw out contributions from stakeholders and participants and build consensus on the vision for a solution
  • Ability to work with and integrate technologies and platforms among multiple partners to design overall proposed solutions
  • Modeling and graphical representation of solution components
  • Ability to visualize growth and build high-level models for future analysis and maturing the current business architecture
  • Ability to translate complex subjects into actionable recommendations
  • Financial services experience and insurance/annuity knowledge
  • Process and analytical-oriented, with skills across process, project, risk, technology, and people management
  • A strategic thinker who can effectively influence and execute against a strategy
  • Driven to deliver results and able to influence across a large group of stakeholders to achieve those results
  • Process-minded, with the ability to anticipate and resolve potential challenges within processes
  • Team-focused, with demonstrated strong relationship-building and collaboration skills
  • Strong decision-making and organizational skills

Expected Hours of Work:

The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

Product Owner

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
We are looking for a Product Owner to join our rapidly growing team! An ideal candidate will have a passion for leading teams, building products, and solving problems. Teams consist of technologists and insurance experts.

Responsibilities:

  • Serve as the voice of the client.
  • Work with internal and external customers to analyze the needs and align product roadmap to strategic goals.
  • Owns a product roadmap.
  • Develop scope and define backlog items that guide the Agile software development team.
  • Solve product-related problems, make decisions, complete trade-off analysis to stay on track towards business deliverable commitments.
  • Draft key objectives and results, strategies and apply the data for the product to make business decisions.
  • Possess a fundamental understanding of end-to-end customer experience integration and dependencies.
  • Collaborate with stakeholders during the visioning and concept development of a product.
  • Accountable for the created product(s), delivering in the product model and communicating the product needs with business partners.
  • Assess value, develops cases, and prioritizes stories, and themes to ensure work focuses on those with a maximum value that are aligned with product strategy.
  • Develop and maintain an appropriately prioritized backlog of user stories for implementation.
  • Act as an ambassador for the product internally and externally and as the primary contact for queries related to the product.
  • Develop appropriately detailed specifications for the product features so they are clearly understood by the development teams.
  • A leader of the team and within the organization.
  • Represents team in front of stakeholders, clients, or users.
  • Work closely with product management and senior management to create a product that fits the company portfolio.
  • Research and analyze market, the users, and the roadmap for the product.
  • Provide competitive insight and differentiating ideas.
  • Increase an understanding of Agile practices, new technologies opportunities and other new trends.

Skill Requirements:

  • Knowledge of insurance and the financial services industry.
  • Experience working in an Agile/Scrum environment.
  • Must have a growth mindset and enjoy creating creative, simple solutions to complex problems.
  • Be able to lead through influence and can quickly establish collaborative relationships with internal and external partners.

Expected Hours of Work:
The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

Scrum Master

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:
The Scrum Master is a dynamic and critical role in the ongoing success and growth of the company. This role will support and enable the Product Owner and the Implementation team and drive a highly effective team through facilitation, reporting, coaching, and planning. This role is responsible for all scrum events including sprint planning, daily scrum, sprint review, and retrospective. This role will communicate with senior leaders within the firm and external partners to communicate status, overcome roadblocks, and drive decision-making.

This person is entrepreneurial, self-directed, and passionate about providing exceptional experiences for customers, advisors, investors, clients, and employees. Because this is a growing entrepreneurial organization, this position will need to work across many disciplines, interacting effectively throughout the organization and fully leveraging the resources available. The position will provide a challenge, satisfaction, and the opportunity for continued career growth.

Responsibilities:

  • Guiding and coaching the Scrum Team on how to use Agile practices and principles to deliver high-quality products and services to our customers.
  • Facilitates and supports all scrum events: Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective.
  • Works with Scrum Team, as well as internal and external stakeholders, to influence and drive decision making and support the organizational projects or product teams.
  • Resolves cross-team impediments with other members of the organization.
  • Creates, manages, and ensures accuracy of team reporting, including epic management and forecasting, sprint burndowns, etc.
  • Writes and coordinates release notes and pre-release notes.
  • Assists leadership with project management of other initiatives, often involving external third parties.
  • Manages internal and external commitments and timelines, to ensure leadership and the Scrum Team are positioned to successfully deliver.
  • Possess strong written and oral communication skills, along with the ability to interact professionally with a diverse range of team members.
  • Communicate with co-workers, management, clients and others in a courteous and professional manner.
  • Foster a culture of innovation, transparency, customer service, and accountability.

Education, Skill & Experience Required:

  • Bachelor’s degree and 2 years of product or project development experience, or 3 years of project development experience on an Agile Team or an equivalent combination of education and work experience
  • Knowledge of an agile framework or method (i.e. Scrum, Kanban), or understanding of software development life cycle models as well as in-depth knowledge of traditional project management principles and practices
  • Experience working and collaborating with teams and facilitating meetings
  • Experience in financial services and insurance/annuities organizations
  • Product Knowledge of Insurance Annuities and/or Financial Investment Products preferred
  • Working knowledge of JIRA preferred
  • Strong experience with MS Excel, Word, and PowerPoint
  • Strong analytical skills
  • Exceptional verbal and written communication skills.
  • Ability to communicate effectively with an array of diverse partners and team members.
  • Must be highly collaborative, respectful, and effective working across a wide array of vendors, employees, leadership team, board members, carriers, etc.
  • Strong decision-making and organizational skills.
  • Reliable, detail-oriented and highly motivated.
  • Knowledgeable and experienced enough to step right into a fast-paced work environment.

Expected Hours of Work:
The work schedule for this position will be primarily Monday- Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This is a full-time position, an exempt position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Apply now

More Than a Job | FIDx