Description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The position:

The Software Engineer – Integrations & Platforms is responsible for designing, building, and maintaining enterprise integrations, internal platforms, APIs, and cloud-based services that connect the firm’s core technology ecosystem. This role includes development of scalable data pipelines, operational tooling, advisor-facing applications, and integrations between internal systems and third-party financial platforms using technologies such as C#, Angular, TypeScript, SQL, Azure Data Factory, and cloud infrastructure.

Essential Duties and Responsibilities

• Design and develop internal platform applications and operational tooling using Angular, TypeScript, and C#
• Build and maintain ELT/data integration pipelines using Azure Data Factory and SQL-based processing
• Develop cloud-native services and APIs in Azure environment
• Create scalable data ingestion and transformation workflows integrating third-party financial systems
• Design and optimize relational database structures and SQL queries supporting enterprise reporting and operational processes
• Build internal dashboards, automation tools, and monitoring capabilities supporting advisor and operations teams
• Participate in architectural planning for enterprise data and integration platforms
• Collaborate with product and business stakeholders to translate requirements into technical solutions
• Ensure solutions meet security, performance, reliability, and regulatory requirements
• Support mergers and acquisitions through technology and data integration
• Create and maintain technical documentation and architectural diagrams
• Participate in code reviews and continuous improvement initiatives

Competencies

• Technical problem-solving
• Cross-functional collaboration
• Attention to detail
• Documentation and knowledge sharing
• Adaptability in a growing environment

Technology Environment

• Backend: C#, .NET, REST APIs
• Frontend: Angular, TypeScript
• Data: SQL Server, Azure SQL, ELT pipelines
• Cloud & Infrastructure: Azure, AWS, Azure Data Factory, Blob Storage
• DevOps & Tooling: GitHub, CI/CD pipelines

Physical Requirements and Work Environment

• Prolonged periods of sitting and working at a computer. Ability to work remotely or in a hybrid office environment. Occasional travel may be required.

Salary + Benefits:

• Competitive, based on experience
• Medical Insurance  
• Dental/Vision Insurance   
• Life & Personal Accident Insurance 
• Short-term Disability Insurance   
• Long-term Disability Insurance  
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA  
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.

Requirements

Required Qualifications

• Bachelor’s degree in Computer Science, Engineering, or related field, or equivalent experience
• 3–7 years of professional software engineering experience
• Experience building APIs and system integrations
• Proficiency in C# and SQL
• Strong understanding of RESTful services and integration patterns
• Experience with relational databases and SQL
• Experience developing in a cloud environment (Azure preferred)
• Familiarity with CI/CD pipelines and modern development practices

Preferred Qualifications

• Experience in financial services or regulated environments
• Experience with ELT/ETL workflows and enterprise data integration
• Experience supporting enterprise platforms in an M&A environment
• Familiarity with identity, access management, and security best practices
• Experience working in agile or hybrid delivery environments
• Experience designing internal operational or data platforms