Trust & Will

HQ
San Diego, California, USA
87 Total Employees
Year Founded: 2017

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Responsible for scaling enterprise revenue within the advisor channel by managing complex sales cycles, building partnerships with RIAs and broker-dealers, and executing account-based sales strategies.
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As a Senior Software Engineer, you'll lead technical projects, drive innovation with AI, architect systems, and mentor engineers while ensuring high-quality code and system performance.
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Lead B2B marketing strategies for financial advisors, driving customer acquisition and growth through personalized campaigns and data analysis, while collaborating across teams.
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As a Lead Software Engineer, you will develop and enhance the advisor platform, focusing on system reliability, security, and integration, while mentoring team members and driving technical decisions.