Teams at Timelineapp Tech Limited

Own technical onboarding and end-to-end data migrations for adviser firms onto the Timeline platform. Responsibilities include data extraction, profiling, cleansing, transformation, mapping, validation, reconciliation, platform configuration, testing, troubleshooting, cutover, documentation, and post-go-live support. The role requires collaboration with advisers, back-office teams, Product, Technology, Operations, and Adviser Success while improving migration controls, tools, and repeatable implementation processes.

Manage and operate discretionary model portfolios across investment platforms, including cash management, rebalancing, monitoring, and asset migration. Develop and improve investment operations processes and tools, support adviser onboarding and queries, maintain platform partner relationships, and apply regulatory requirements. The role requires strong numerical ability, attention to detail, systems confidence, and experience in investment or platform operations. Advanced Excel and VBA, along with coding knowledge, are preferred.

Build and scale AI-powered financial adviser tools, including chat agents, AI-assisted meeting notes, and Elm user interfaces. Design, implement, test, and launch user-facing features while contributing to systems architecture, database design, code reviews, and product decisions. Work remotely with engineering, product, and design teams using Elixir, Phoenix, Elm, AWS Bedrock, and LLM technologies. Help evaluate, debug, and improve non-deterministic AI systems and agent workflows.