Technical Lead

About the Group
The AdviserLogic group develops solutions that empower financial advisors to deliver compliant and comprehensive financial advice, enabling their clients and investors to achieve their goals. We leverage Morningstar's extensive data and research to make the advice process compliant, efficient, and effective.
The Role
As a Lead Software Engineer, you will provide technical leadership within a data-centric team responsible for aggregating, processing, and standardizing large-scale financial datasets across multiple geographies. You will own the design and evolution of scalable data platforms, influence architectural decisions, and partner closely with the ECHO team and cross-functional stakeholders to deliver reliable, compliant, and high-impact financial planning solutions.
This role balances hands-on engineering with technical leadership, mentoring, and ownership of system quality at scale.
Key Responsibilities
Technical Leadership & Architecture

• Own the design and evolution of scalable, resilient data ingestion and processing architectures.

• Drive technical decisions around performance, scalability, reliability, and cost optimization.

• Review designs and code to ensure alignment with architectural standards and long-term maintainability.

Build and Optimize Data Systems

• Design and implement large-scale data pipelines for ingestion, transformation, and standardization.

• Establish data quality, validation, and governance practices for downstream consumers.

• Implement caching strategies, partitioning, and performance tuning for high-throughput systems.

System Reliability & Operational Excellence

• Take ownership of production systems, including troubleshooting complex pipeline and platform issues.

• Improve observability through logging, metrics, and alerts to ensure system health.

• Lead initiatives to improve reliability, test coverage, and deployment safety.

Collaboration & Delivery

• Partner with product managers, architects, and engineering leaders to translate business needs into technical solutions.

• Act as a technical point of contact for cross-team dependencies and integrations.

• Contribute actively to Agile ceremonies, providing technical input for estimation, planning, and risk assessment.

Mentorship & Engineering Culture

• Mentor and guide engineers through design reviews, pair programming, and technical coaching.

• Promote best practices in software engineering, data engineering, and cloud-native development.

• Raise the bar on code quality, documentation, and engineering discipline across the team.

Required Technical Skills

• 6+ years of professional software engineering experience, with strong depth in data engineering or distributed systems.

• Strong expertise in Python and PySpark, with experience building production-grade pipelines.

• Hands-on experience with Big Data technologies such as Hive, Iceberg, or similar table formats.

• Deep experience with AWS services including EMR, Glue, Redshift, Kinesis, and Athena.

• Strong SQL skills and experience working with large relational datasets.

• Proven experience with performance optimization, caching strategies, and cost-efficient data processing.

• Solid understanding of OOP, data structures, algorithms, and system design principles.

Nice-to-Have Skills

• Experience with TypeScript (JavaScript) or .NET (C#) in backend or platform services.

• Familiarity with NoSQL databases such as DynamoDB or MongoDB.

• Exposure to DevOps practices including CI/CD pipelines, monitoring, and alerting.

• Experience working in financial services or other regulated, compliance-driven environments.

Soft Skills

• Strong problem-solving mindset with the ability to reason through complex systems.

• Clear and confident communication with both technical and non-technical stakeholders.

• Collaborative, ownership-driven approach to delivering outcomes.

• Ability to balance hands-on delivery with mentoring and leadership responsibilities.

Why Join Us?

• Build and lead systems that power financial advice for advisors globally.

• Solve complex data and platform challenges at scale using modern cloud technologies.

• Grow into broader technical leadership with opportunities to influence architecture, teams, and strategy.

Morningstar is an equal opportunity employer.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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