About Wealth.com
Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform.
Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Role Overview
A Forward Deployed Engineer (FDE) (Or Staff Integration Engineer) embeds directly with clients to deploy, customize, and troubleshoot our platform in their environment — the engineer who shows up when a bank is going live on our platform and things need to actually work, live, in front of that client. You'll spend approximately 15–25% of your time client-facing on average across a year, with bursts to 40–50% during high-stakes windows like cutover (when a client's systems go live on our platform) or bank-audit windows (when a banking client is under regulatory examination and needs hands-on engineering support).
What You'll Do
Build integrations that scale across custodians — the institutions that hold and safeguard a client's assets — designing connective tissue between Wealth's platform and custodian systems that is reusable across your whole client base rather than one-off per client.
Apply deep security and systems expertise to integrations with external financial institutions, reasoning carefully about what is secure and what isn't.
Operate with calm precision in regulated and adversarial technical rooms — bank compliance reviews, security audits, and other high-scrutiny environments where things can get tense and mistakes are expensive.
Maintain operational rigor around deployment, credential and key rotation, and incident response — the unglamorous but critical ops discipline that keeps a live financial integration from breaking silently.
Embed with clients during peak deployment windows to ensure our platform works reliably in their production environment.
What You'll Bring
Strong problem-solving and communication skills under pressure in front of clients, not just the ability to solve problems alone at a desk.
Deep expertise in systems integration, financial services infrastructure, or comparable domain knowledge.
Demonstrated ability to reason about security in the context of external system integrations and regulatory compliance.
Operational discipline and attention to detail in high-stakes deployment and incident response scenarios.
Comfort operating in regulated environments and working collaboratively with banking clients and compliance teams.
Benefits & Perks
Hybrid work arrangement in New York City (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 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.
Free estate planning for life!
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.
Skills Required
- Strong problem-solving and communication skills under pressure in client-facing situations
- Deep expertise in systems integration, financial services infrastructure, or comparable domain knowledge
- Ability to reason about security in external system integrations and regulatory compliance
- Operational discipline and attention to detail in deployment and incident response scenarios
- Comfort operating in regulated environments and collaborating with banking clients and compliance teams
Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth and has not been reviewed or approved by Wealth.
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Inclusive Benefits Coverage — Health coverage is described as full medical, dental, and vision “for you and your family,” indicating dependent eligibility. The phrasing is noted as more generous than the typical employee‑only baseline.
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Retirement Support — A 401(k) with 100% company match and immediate vesting from day one is explicitly advertised. This day‑one vesting is characterized as an unusually employee‑friendly design and is called out repeatedly in company materials.
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Leave & Time Off Breadth — The package includes flexible/unlimited PTO, paid holidays (including your birthday), and paid parental leave. These offerings span rest, holidays, and family time.
Wealth Insights
What We Do
Wealth.com is the industry’s leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to the most sophisticated estate strategies. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, the 2024 Best Technology Provider in the Trust category, and #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Why Work With Us
We are about 150 people and our platform already supports thousands of wealth management firms, so there is more to own here than at most places. You will work with engineers, lawyers and tax experts on problems where a wrong answer has real consequences.
