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-end

• Take loosely defined ideas and turn them into shipped, production features

• Make architectural decisions across AI systems, backend, and frontend

Build real AI products (not demos)

• Design, build, and deploy production-grade systems leveraging LLMs

• Own systems that handle real user traffic, constraints, and failure modes

Develop agentic systems

• Build multi-step workflows with reasoning, tool use, and structured outputs

• Design systems that balance autonomy, control, and reliability

Design AI-native user experiences

• Build AI-native interfaces (agentic UIs) where users collaborate with AI

• Implement streaming, feedback loops, and iterative workflows

Work with tools / skills (AI capabilities)

• 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

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 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.