About Us
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with 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 Role
We are seeking a Software Engineer, AI to build the next generation of AI-powered applications. This is a builder role. You will design and ship production-grade, agentic systems that deliver real user value — not prototypes or demos.
You will operate at the intersection of AI, product, and engineering, taking ambiguous ideas and turning them into scalable, user-facing experiences. From document understanding to multi-step workflows, your work will directly shape how users interact with AI.
What You Will Do:
Own problems end-to-endTake loosely defined ideas and turn them into shipped, production features
Make architectural decisions across AI systems, backend, and frontend
Design, build, and deploy production-grade systems leveraging LLMs
Own systems that handle real user traffic, constraints, and failure modes
Build multi-step workflows with reasoning, tool use, and structured outputs
Design systems that balance autonomy, control, and reliability
Build AI-native interfaces (agentic UIs) where users collaborate with AI
Implement streaming, feedback loops, and iterative workflows
Integrate and compose tools (“skills”) such as APIs, retrieval systems, and external actions
Design product features that leverage these capabilities effectively within agent workflows
Collaborate with AI Infrastructure to improve tool interfaces and behavior
Build evaluation and feedback loops
Implement guardrails and monitoring
Optimize for latency, cost, and accuracy
Backend services, APIs, data pipelines, and frontend experiences
Ship quickly and iterate based on real usage
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 systems
Proficiency in Python and/or TypeScript. Must be comfortable working across a polyglot stack, picking up new languages and frameworks as needed
Experience building AI-powered applications in production
Hands-on experience with agentic or multi-step AI systems
Experience working with APIs or tool integrations within AI systems
Ability to operate in ambiguous, fast-moving environments
Preferred Qualifications (Bonus Points):
Experience building end-to-end agentic applications
Experience with:
Agent frameworks (LangGraph, LangChain, etc.)
Evaluation / observability systems
RAG systems and vector databases
Experience with cloud infrastructure, preferably AWS or GCP.
Experience in regulated domains (finance, legal, real estate, healthcare, etc.)
Benefits & Perks
Competitive salary.
Hybrid work arrangement in the New York area
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.
Skills Required
- A degree in Computer Science, Engineering, or related field
- Proven experience building and shipping software in a production environment
- Strong software engineering fundamentals, including data structures and algorithms
- Hands-on experience with production-level agent systems using Agent Development Kit or LangGraph
- Proficiency in Python and familiarity with other programming languages
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.
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