About Us

Windsor Advisory Group (WAG) is a registered investment advisor (RIA) serving ultra-high-net-worth individuals and families. Our technology stack spans a custom React/Next.js client portal, a FastAPI backend on Azure, Salesforce CRM, M365, and Intune device management.

Technology is not an afterthought at Windsor; it is a part of how we differentiate. The person in this role will work directly alongside our Director of Technology on infrastructure, production systems, and client-facing products.

Position Overview

We are looking for someone who is energized by variety, comfortable context-switching between writing Python and resetting an MFA token in the same afternoon, and who takes pride in owning systems end-to-end without being told what to do next.

The Three Hats

This role requires three distinct skill sets; each one maps to expected, recurring work at Windsor.

Day-to-Day Responsibilities

Software development

• Build and maintain features in the Windsor client portal (Next.js / React / TypeScript)
• Develop and extend internal automation and data pipeline services in Python / FastAPI
• Integrate third-party data APIs: Orion Advisor, Schwab, Salesforce
• Work with Pydantic v2 models and Azure-hosted container workloads
• Contribute to AI-powered features using the Anthropic API and Azure AI Foundry
• Maintain CI/CD pipelines in GitHub Actions and support the Renovate dependency workflow

IT systems & infrastructure

• Administer Microsoft 365, Entra ID, Exchange Online, Teams, and SharePoint
• Manage device fleet in Intune and Apple Business Manager (limited)
• Maintain security posture: Conditional Access, MFA, break-glass accounts, DMARC/SPF/DKIM
• Work closely with MSP to make sure tickets are being completed in a timely manner
• Support SCIM provisioning, SSO configurations, and connected app OAuth flows

Salesforce & business applications

• Administer Salesforce: permission sets, data loads, workflow automation
• Build and maintain Power Automate connectors and cross-system integrations
• Support recruiting pipeline automation and CRM data quality initiatives

Helpdesk & operations

• Serve as first-line technical support for internal staff across hardware and software issues
• Write and maintain runbooks, SOPs, and documentation for everything you own
• Manage vendor relationships, renewals, and technology procurement
• Work with MSP to security incidents, phishing investigations, and spoofing events

What You Bring

Non-negotiable

• Experience with Python
• Hands-on Microsoft 365 and Entra ID administration (not just end-user familiarity)
• Comfort context-switching between writing code and supporting a non-technical user
• High ownership mentality: you notice things that need doing and do them without being told

Strongly preferred

• Experience building or consuming REST APIs in financial services or adjacent domains
• Familiarity with FastAPI and Pydantic v2
• Azure cloud experience
• Salesforce administration experience
• Background in compliance-sensitive environments (RIA, broker-dealer, legal, healthcare)
• Experience with React or Next.js in a TypeScript environment

What This Role Actually Looks Like

Candor on the day-to-day reality

Some days you will be deep in a FastAPI service refactor. Other days you will spend two hours troubleshooting an Outlook bug and then onboard a new iPad. This is not a failure of planning — it is the nature of a small, high-complexity technology operation. If you need a clean sprint with no interruptions to do your best work, this role will frustrate you.

If you are someone who finds it satisfying to fully own a system, fix the immediate problem, then get back to the interesting work — you will thrive here.

What We Offer

• Direct, unfiltered access to the full technology stack — no ticket queues, no permission gates
• Work on problems that most developers at larger firms never get near
• A genuine seat at the table for technology strategy, AI adoption, and architecture decisions
• Competitive compensation commensurate with the breadth this role requires
• A small team that will notice and value your contributions immediately

Why Windsor Advisory Group?

• Collaborative and supportive team culture
• A firm that values precision, integrity, and long-term relationships
• In office with flexibility to work remotely as life warrants

* We participate in E-Verify. View the required notices here: E-Verify Participation Poster, Right to Work Poster