Senior Agentic Engineer

Posted 10 Days Ago
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Dallas, TX, USA
In-Office
Senior level
Fintech • Financial Services
Farther is a Generational Financial Institution unlocking greater wealth potential for clients.
The Role
Build, deploy, and operate production AI agents that automate workflows in a regulated wealth management environment. Responsibilities include designing scalable agent architectures, integrating internal data and third-party platforms, implementing monitoring and guardrails, leading user rollouts, training stakeholders, and iterating based on adoption and business impact.
Summary Generated by Built In
Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

As an Agentic Engineer at Farther, you will build agentic solutions that change how our business runs. You will work with Farther's proprietary data model and our many vendor integrations to design, ship and run AI agents that take on real operational work in a regulated wealth management environment.

This is not a build-it-and-hand-it-off role. You will sit with operations teams, advisors and other business partners to understand how they actually work. You will find the few features that decide whether a tool gets adopted, and you will turn them into scalable, well-built systems. Then you will own the rollout: monitoring, integrations, user training and ongoing iteration until the solution is a trusted part of how Farther works.

You need both sound engineering and architectural judgment and real business judgment: knowing what to build, what to leave out, and what "done" means to the people using it.

Your Impact
  • Partner directly with business stakeholders to find high-value workflows and turn their needs into clear, prioritized agentic solutions
  • Design and build production agents that reason over and act on Farther's data model and vendor integrations (custodians, CRM, planning and other third-party systems)
  • Make architectural decisions that favor scalable, strategic solutions over one-off fixes, using strong software engineering practices (testing, code review, CI/CD, infrastructure as code)
  • Build and maintain the integrations that connect agents to internal services and external vendor platforms
  • Own production readiness: set up monitoring, alerting, logging and evaluation so agent behavior is observable, reliable and safe
  • Lead complex rollouts to business-facing users
  • Train and support users so they can confidently use agentic tools in their daily work
  • Track adoption and business impact, and feed what you learn from real usage back into the product roadmap
  • Set guardrails and access controls suited to a regulated financial environment
The Ideal Match
  • 5+ years of professional Software engineering experience using Python, SQL, HTTP, AWS
  • A track record of designing systems that scale 
  • Hands-on experience with AI coding tools such as Claude Code, and a workflow built around using them effectively
  • Professional experience building AI Agents, (Claude Managed Agents or Anthropic Claude Agent SDK preferred)
  • Deep understanding of cloud and serverless architectures (AWS Bedrock AgentCore preferred). Alternates include GCP, Vertex AI Agent Builder, Azure AI Foundry and LangGraph Cloud / Crew AI
  • Experience supporting Operations functions and teams
  • A strong ownership mindset: you care about adoption and outcomes, not just shipping code
  • Strong business judgment: you can separate the must-have features from the nice-to-haves and explain the tradeoffs clearly
  • Experience working one-on-one with demanding users and turning their feedback into product decisions
  • A history of carrying complex, business-facing applications through rollout, not just building them
  • Excellent communication skills with both technical and non-technical audiences
Technical Stack
  • AWS (Lambda, ECS, S3, Step Functions, EventBridge, API Gateway, CloudWatch)
  • Python
  • Infrastructure as code (AWS CDK)
  • AI coding tools, MCPs, LLM APIs and agent frameworks
  • REST APIs and event-driven architectures
  • Observability tooling
Bonus Points
  • Wealth management, financial services or capital markets background
  • Experience with custodial or vendor financial data
  • Experience building production AI agents
  • Experience with the Model Context Protocol (MCP) or building tool integrations for LLMs
  • Familiarity with compliance, auditability and access control requirements in regulated environments
  • Experience working with a data knowledge graphs
Why Join Us
  • Learn & grow through book clubs, seminars, and peer learning sessions
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
  • An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

Ready to disrupt wealth management? Let's talk!

Skills Required

  • 5+ years of professional software engineering experience
  • Professional experience using Python, SQL, HTTP, and AWS
  • Experience designing systems that scale
  • Hands-on experience with AI coding tools such as Claude Code
  • Professional experience building AI agents
  • Experience with cloud and serverless architectures
  • Experience supporting operations functions and teams
  • Strong ownership mindset focused on adoption and outcomes
  • Strong business judgment and ability to explain tradeoffs
  • Experience working directly with demanding users and incorporating feedback into product decisions
  • Experience carrying complex, business-facing applications through rollout
  • Excellent communication skills with technical and non-technical audiences
  • Experience with AWS Bedrock AgentCore
  • Experience with Claude Managed Agents or Anthropic Claude Agent SDK
  • Wealth management, financial services, or capital markets experience
  • Experience with custodial or vendor financial data
  • Experience with Model Context Protocol or LLM tool integrations
  • Familiarity with compliance, auditability, and access controls in regulated environments
  • Experience with data knowledge graphs

Farther Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.

  • Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
  • Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
  • Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.

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The Company
HQ: San Francisco, CA
530 Employees
Year Founded: 2019

What We Do

Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity. Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.

Why Work With Us

We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.

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