Software Developer
CurrentDevelops software alongside a highly adaptive engineering team to create transformative software for advisors and their clients. Symplany believes investment portfolios and plans belongs together to support the financial goals of a client.→ Proactively identifies and executes business needs, ranging anywhere from: • developing reusable components in React, • writing complex queries in MySQL, • prototyping new user features in Figma, • establishing, and now managing, third-party integrations with services such as Schwab and Mailchimp, • conducting user interviews with financial advisors, • and designing Symplany’s marketing website→ Continually learns and asks questions in an effort to best serve financial advisors who utilize Symplany for financial planning and portfolio management→ Curates and manages marketing initiatives, varying from email marketing to print and digital collateral