Wealth.com

Title: Senior Software Engineer, Applied AI Location New York, New York Employment Type Full time Location Type Hybrid Department Technology Compensation Salary $225K – $275K Job Description: Title: Senior Software Engineer, Applied AI Location: Hybrid — New York, NY About Us Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. Trusted by the largest firms in wealth management, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to power scalable, compliant, and personalized planning experiences across the full client lifecycle. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. At Wealth.com, our team is core to everything we build. We foster a collaborative, high-performing environment that values innovation, ownership, and continuous improvement. Wealth.com is proud to be certified as a Great Place to Work®. The Role We are seeking a Senior Software Engineer, Applied AI to build the internal AI systems that power how Wealth.com operates. This is a builder role. You will design and ship production grade AI agents and modular Claude Skills that connect to our systems of record and our internal data layer — not prototypes or demos. You will operate at the intersection of AI, internal product, and full-stack engineering, taking ambiguous business processes and turning them into legible, reusable, and composable systems. Your work will directly shape how our sales, marketing, operations, and engineering teams scale with AI as their force multiplier. What You Will Do Build Claude Skills and internal AI tooling - Design and implement modular Claude Skills that connect to our core systems (Salesforce, Google Drive, Slack, internal data sources) - Create clean abstractions that let non-technical teammates compose these primitives into useful workflows without writing code Ship autonomous AI agents - Build agents that operate independently across sales, marketing, finance and operations, handling research, data enrichment, proposal generation, and routine decision-making - Design systems that balance autonomy, control, and reliability, with clear escalation paths when human judgment is needed Own the AI development environment - Establish and maintain the infrastructure that lets the team build with AI tools — Claude Code, Cursor, and whatever emerges next - Create templates, patterns, and documentation that accelerate everyone's ability to ship Design for composability - Think deeply about interface design between AI components - Build systems where outputs from one tool become inputs to another, and where complex capabilities emerge from simple, well-designed primitives Drive quality and performance - Build evaluation and feedback loops - Implement guardrails and monitoring - Optimize for latency, cost, and accuracy Work across the stack - Backend services, APIs, data pipelines, and internal frontend experiences - Ship quickly and iterate based on real usage from internal teammates Qualifications - Degree in Computer Science, Engineering, or equivalent practical experience - Strong software engineering fundamentals (system design, data structures, clean code) - Proven track record of building and shipping production AI systems - Proficiency in Python and TypeScript, and comfort working across a polyglot stack, picking up new languages and frameworks as needed - Hands-on experience building AI agents that run in production — systems that operate autonomously, handle edge cases, and know when to escalate - Practical, working knowledge of prompt engineering, context management, and structured outputs - Extensive experience coding with AI tools like Claude Code or Cursor and modern LLM APIs - Strong product instincts — you build backwards from user needs and have shipped internal tools that non-technical teammates actually enjoy using Preferred Qualifications (Bonus Points) - Experience building end-to-end agentic applications - Experience with: - RAG systems and vector databases - Agent frameworks (LangGraph, LangChain, etc.) - Evaluation / observability systems for LLM applications - Workflow automation platforms (n8n, Zapier, Make, etc.) - Experience designing AI-native UX where users collaborate with agents - Experience integrating with CRMs, marketing platforms, or other systems of record - Experience with cloud infrastructure: GCP (Cloud Run) or AWS (ECS, Lambda) - Experience in regulated domains (FinTech, LegalTech, etc.) Benefits & Perks - Competitive salary - Hybrid work arrangement in the New York area (4 days in office) - Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees - 100% company-paid basic life insurance, short-term and long-term disability insurance - 100% paid parental leave upon eligibility - Company equity managed through Carta - 401k with match and 100% vesting upon hire - Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged - Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

• Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory. • Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities. • Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client • Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals. • Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work. • Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions. • Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting. • Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey. • Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.

Title: Senior Software Engineer Location: Hybrid, New York, Tempe, San Francisco Department: Technology Job Description: About Us Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity As a Software Engineer at Wealth.com, you will help design, build, and scale the backend systems powering our estate planning, tax planning, and AI-driven products used by tens of thousands of financial advisors and their clients. You'll work on a TypeScript-first stack alongside engineers who have shipped production software at scale, and you'll have significant ownership over the systems you build — from architecture and implementation through deployment, monitoring, and iteration. We're hiring across multiple product areas (estate planning, tax planning, Esther AI, platform/integrations) and will match strong engineers to the team where they're most excited to contribute. Your Responsibilities - Design, build, and operate backend services that power Wealth.com's products — including APIs, data pipelines, and integrations with enterprise wealth management platforms - Take features from spec through design, implementation, testing, deployment, and post-launch monitoring; own what you ship - Write production-grade TypeScript code with strong testing, observability, and operational discipline - Collaborate with product managers, designers, and other engineers to translate ambiguous problems into well-scoped technical solutions - Contribute to system design decisions around scalability, reliability, security, and performance - Participate in code review, technical design discussions, and on-call rotations as the team grows - Help shape engineering culture, tooling, and best practices as we scale the org Qualifications - 3+ years of professional software engineering experience shipping backend systems to production - Strong proficiency in TypeScript, or deep experience in another typed language (Java, Go, C#, Kotlin, Rust) with demonstrated ability to ramp quickly into TypeScript - Hands-on experience designing and operating systems at meaningful scale — handling real traffic, real data volumes, and real users - Solid grasp of backend fundamentals: API design (REST/gRPC), relational and NoSQL databases, messaging/event-driven systems, caching, and concurrency - Experience with cloud infrastructure (AWS, GCP, or Azure), containerization (Docker/Kubernetes), and modern CI/CD workflows - Production-grade operational mindset: logging, metrics, tracing, alerting, incident response, and a track record of supporting what you ship - Comfortable working in a fast-paced, ambiguous, startup environment where priorities shift and you're expected to drive your own work - Strong written and verbal communication; able to collaborate across product, design, and other engineering teams Bonus - Prior experience at an early or growth-stage startup, ideally one where you helped scale systems from early traction through significant growth - Experience in fintech, wealth management, or other regulated environments (compliance, audit, PII handling) - Background in AI/ML infrastructure, LLM-powered product development, or document processing (OCR, extraction pipelines) - Experience integrating with enterprise platforms used by financial institutions (custodians, CRMs, portfolio management systems) - Exposure to TypeScript ecosystem tools: Node.js, NestJS, tRPC, Prisma, PostgreSQL - Bachelor's degree in Computer Science, a related field, or equivalent practical experience Benefits & Perks - Competitive Salary. - Hybrid in the NYC Office (3x a week) - Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. - 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability - 100% Paid Parental Leave upon eligibility - Company equity managed through Carta. - 401k with Match and 100% vesting upon hire. - Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. - Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. - Free estate planning for life!

• Serve as the primary day-to-day contact for assigned institutional accounts. • Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams. • Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements. • Track and maintain organized workflows, timelines, and client documentation. • Monitor platform usage, identify opportunities to drive engagement, and escalate risks proactively. • Support client meetings, QBRs, and other reviews with preparation of materials and actionable insights. • Document processes and share knowledge internally to improve team efficiency and scalability. • Act as a trusted advisor, anticipating client needs and providing proactive solutions to enhance satisfaction and retention.

• Support the day-to-day management of a portfolio of large institutional client relationships, ensuring requests and deliverables are tracked and completed on time • Serve as a central point of coordination across internal teams to triage client needs and drive timely resolution • Manage incoming requests across accounts, prioritize workflows, and maintain clear communication with all stakeholders • Assist in preparing for client meetings, including developing agendas, coordinating materials, and tracking follow-ups • Track key initiatives, deliverables, and timelines across client coverage to ensure alignment and accountability • Coordinate account setup, provisioning, and ongoing updates in partnership with internal teams • Identify and escalate risks, bottlenecks, or gaps that could impact the client experience across accounts • Maintain clear and organized documentation of workflows, processes, and best practices • Support reporting and insights that help inform account strategy, client health, and growth opportunities

• Revenue Generation: Drive net-new revenue and achieve established production targets and goals within the assigned territory. • Strategic Sales: Pursue sales opportunities through existing channels and markets strategically. • Customer Relationships: Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory. • Sales Execution: Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts. • Coordination: Report to the Regional Director to coordinate sales activities and engage with partners. • Networking: Network through trade shows, social media, and other channels. • Target Achievement: Achieve sales targets with a focus on quality over quantity. • Presentations: Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition. • Consultative Sales: Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity. • Client Education: Educate potential clients and their teams on the power of our dynamic digital estate planning platform. • Collaboration: Collaborate with colleagues across the organization, including leadership, product, and client success teams. • Pipeline Management: Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations. • Customer Experience: Passionately supports our commitment to creating an outstanding experience for our prospects and customers. • Business Development Partnership: Partner with the BDR team aligning expectations on qualification of leads and outbound strategy.

• Strategic Revenue Generation: Own the full sales lifecycle for institutional and enterprise prospects, driving net new revenue through a consultative and sophisticated sales approach. • Network Led Pipeline Development: Independently identify and prospect new customers by leveraging your own professional network and established contacts within the wealth management and financial services sectors. • Field Presence and Industry Leadership: Maintain a high profile presence at national industry trade shows and networking events to build brand authority and generate a consistent pipeline of enterprise opportunities. • Complex Sales Execution: Deliver elite level demonstrations and presentations that address the specific operational needs of enterprise tier clients, emphasizing our superior AI and integrated estate planning technology. • Multichannel Relationship Management: Navigate complex organizational structures to identify key stakeholders and economic buyers, building long term partnerships that go beyond a traditional vendor relationship. • Collaborative Strategy: Partner with internal leadership and product teams to align outbound strategies with market demand and emerging industry trends.

• Provision and configure new advisor accounts and teams in internal systems. • Manage advisor transitions, including moves between account managers or teams. • Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information. • Perform data updates, migrations, and account reconciliations to ensure accurate records. • Collaborate with Account Management to prioritize and track requests, ensuring timely completion. • Identify and escalate process issues or bottlenecks that impact client experience. • Maintain documentation of workflows, processes, and best practices.

• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads. • Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team. • Collaborate with Sales and other stakeholders on reporting and analysis. • Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities. • Generate qualified meetings and sales pipeline within strategic and targeted accounts. • Manage target account lists and drive a comprehensive demand generation plan. • Maintain a high level of daily activity, including calls, email, and LinkedIn outreach. • Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects. • Keep up to date with the financial technology industry and competitive landscape. • Demonstrate a clear understanding of sales processes and product and service value propositions. • Prioritize client needs and ensure a positive experience throughout the sales process.

• Proactively identify and engage passive candidates through LinkedIn Recruiter, specialized networks, and creative outreach. You don’t wait for applicants; you go get them. • Manage the entire recruitment lifecycle from intake meetings and sourcing to offer negotiations and pre-boarding. • Evaluate our current hiring workflows and take the initiative to implement new systems, interview rubrics, and ATS optimizations that up-level our efficiency. • Serve as a trusted advisor to hiring managers across departments, providing market insights and adjusting strategies in real-time based on business needs. • Ensure every candidate whether hired or not, has a world-class experience that reflects our brand values. • Own your metrics. Track and report on pipeline health, conversion rates, and time-to-fill, using data to pivot when a search gets tough. • Work closely with the People Team to ensure a seamless handoff from "Signed Offer" to "Productive Employee."