Software Engineer - Automation Team

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.

We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

Signal Advisors is building a next-generation internal AI Automation Team focused on transforming operational workflows across the business through AI agents, automation, and process optimization. This is a highly visible, cross-functional role that blends software engineering, business analysis, consulting, workflow automation, and AI enablement.

About the Opportunity

This is not a traditional software engineering role. The ideal candidate will function like an internal automation consultant embedded with business teams to uncover inefficiencies, design automation solutions, and deploy AI-driven workflows that dramatically improve productivity.

The company has already rolled out Claude AI enterprise-wide and is aggressively investing in AI enablement, workflow integration, and operational automation. The engineering culture encourages experimentation, rapid iteration, and hands-on adoption of emerging AI technologies.

What You’ll Do

• Partner directly with operational teams to deeply understand workflows, bottlenecks, and manual processes
• Identify opportunities for AI-driven automation and process optimization
• Build and deploy automation tools, AI agents, and workflow solutions
• Improve productivity across departments including:
• • New Business
  • Wealth Operations
  • Inforce Operations
  • Finance
  • Planning

• Train and enable internal teams on AI tools and best practices
• Help scale company-wide AI adoption and automation capabilities
• Collaborate closely with engineering leadership and the internal AI Automation Team
• Work in a highly iterative environment where experimentation and innovation are encouraged

Ideal Candidate Background

A blend of:

• Software Engineer
• Business Analyst
• RevOps-style automation specialist
• Internal consultant
• AI workflow architect

Successful candidates will likely have experience in:

• Workflow automation
• AI tools and integrations
• Business process analysis
• Revenue Operations (RevOps)
• Internal systems/process optimization
• Operational consulting
• Cross-functional stakeholder engagement

The team is especially interested in candidates who naturally gravitate toward automating repetitive work and improving operational efficiency.

Technical Environment

The company has already integrated AI tools into its core systems, including:

• Claude AI
• Salesforce
• Internal data warehouse/reporting systems
• Workflow automation platforms

The goal is to create turnkey automation capabilities where employees can rapidly build and deploy solutions without heavy engineering dependency.

Culture & Why This Role is Exciting

• Cutting-edge AI automation initiatives
• High-growth, fast-moving environment
• Strong experimentation culture
• Small but highly impactful engineering organization
• Opportunity to help shape a brand-new job category internally
• “Target-rich environment” for automation opportunities due to many historically manual operational processes

This as an ideal opportunity for someone who wants to be:

“On the bleeding edge doing really cool stuff.”

Team & Company Snapshot

• Approximately 135 employees company-wide
• ~25 employees within Product & Engineering
• Detroit headquarters with additional teams in Kansas and remote locations
• Strong preference for candidates located in the Detroit area
• Some flexibility for exceptional remote candidates, particularly West Coast candidates aligned with existing engineering leadership

What Success Looks Like

Discovering and eliminating major manual bottlenecks

Enabling employees to automate parts of their own work

Driving AI adoption across the organization

Helping operational teams move dramatically faster through automation and AI-assisted workflows

Becoming a trusted internal partner across multiple business functions

These are the values that drive how we operate and make decisions.

🌔  We’re obsessed with finding a better way. Never settle for less.
🏃  We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
👀  We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈  We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭  We do the right thing. Sticking to the highest standard of integrity is not optional.
💪  We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙏  Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.

🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
🚀 We launch big ideas and then obsess over feedback to learn how we can make it even better. 

COMPENSATION & BENEFITS

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401k company contribution with no vesting period
• Paid parental leave for all parents
• Learning & Development stipend
• Wellness Programs
• Flexible vacation policy
• Dedicated sick days
• 10 company-wide holidays
• $500 for your home office setup
• Flexible, hybrid working environment
• Annual all-company retreat
• Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description.