Wealth.com

Design and manage cloud-native infrastructure with CI/CD pipelines and monitoring for scalable serverless platforms. | 5+ years in DevOps/SRE with AWS and Infrastructure-as-Code tools, bachelor's degree required. | Title: Senior Software Engineer, DevOps Location: Hybrid — New York, NY About Us Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. Trusted by the largest firms in wealth management, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to power scalable, compliant, and personalized planning experiences across the full client lifecycle. 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, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. At Wealth.com, our team is core to everything we build. We foster a collaborative, high-performing environment that values innovation, ownership, and continuous improvement. Wealth.com is proud to be certified as a Great Place to Work®. Overview As a Senior DevOps Engineer, you will design and manage our cloud infrastructure, primarily on AWS with some GCP integration, focusing on cloud-native architectures and multi-region configurations. You will leverage AWS CDK, Terraform, and CI/CD pipelines to ensure scalability, resiliency, performance, and cost-effectiveness for our serverless platform, while implementing robust monitoring and log management solutions. Key Responsibilities Architect and maintain cloud-native infrastructure on AWS (Lambda, AppSync, DynamoDB, RDS, S3) and GCP (GKE, Cloud Run) using AWS CDK and Terraform, emphasizing multi-region setups for scalability, resiliency, and performance. Design and implement CI/CD pipelines with GitHub Actions and AWS CodePipeline for efficient, reliable deployments. Build serverless and containerized solutions to support scalable, cost-effective systems. Optimize multi-region configurations to balance high availability, fault tolerance, and cost efficiency while meeting compliance (e.g., SOC 2, PCI DSS). Implement and manage monitoring and log management solutions using tools like Datadog, Cloudwatch Logs, ensure observability and rapid issue resolution. Collaborate with developers to integrate DevOps practices, including automated testing, monitoring, and observability. Collaborate with engineering and security teams to ensure robust infrastructure security and compliance. Troubleshoot and resolve infrastructure and application issues across production and non-production environments. Drive cloud cost optimization strategies and adopt best practices for performance, resiliency, and log management. Required Skills and Qualifications 5+ years in DevOps or SRE roles, ideally in SaaS or fintech. Expertise in AWS (Lambda, DynamoDB, RDS, S3) and working knowledge of GCP (GKE). Proficiency with AWS CDK (TypeScript/Python) and Terraform for Infrastructure-as-Code. Strong experience with CI/CD tools (GitHub Actions, AWS CodePipeline). Deep understanding of cloud-native architectures and multi-region configurations for scalability, resiliency, performance, and cost optimization. Hands-on experience with serverless architectures and container orchestration (GKE). Proficiency in monitoring and log management tools, including Datadog, Cloudwatch Logs. Knowledge of cloud security, networking, and compliance standards. Scripting skills (Python, Bash, Powershell) for automation. Bachelor’s degree in Computer Science or equivalent experience. Preferred Qualifications SaaS experience with regulatory knowledge (SOC2, PCI DSS). Expertise in SRE principles and experience managing highly available systems. AWS or GCP certifications (e.g., AWS DevOps Engineer, Solutions Architect) Active GitHub profile or open-source contributions. 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.

Design and build foundational AI infrastructure and platforms including agentic workflows and observability systems. | Bachelor's degree with strong distributed systems and production-scale software engineering skills, proficiency in Python, TypeScript, C#, and LLM integration. | Role: Software Engineer, AI/ML (AI Infrastructure & Platform) Location: Hybrid, NYC 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/ML (Infrastructure & Platform) to build the foundational systems that power our next generation of AI applications. This is a systems-focused role. You will design and build the platforms, abstractions, and infrastructure that enable teams to reliably develop, deploy, and scale AI systems — including agentic workflows, retrieval pipelines, and model integrations. You will operate at the intersection of AI systems and distributed infrastructure, focusing on the “how” behind production AI: how models are orchestrated, how tools/skills are exposed and executed, and how systems are evaluated, monitored, and scaled in real-world environments. Your work will directly enable product teams to move faster while ensuring our AI systems are reliable, observable, secure, and cost-efficient. What You Will Do Build core AI infrastructure Design and implement platforms for LLM orchestration, tool execution, and agent workflows Develop shared services and abstractions used across multiple AI applications Build AI capability layers (tools / skills) Design and implement tools (“skills”) that agents and applications rely on, including APIs, workflows, and integrations Define clear interfaces for capabilities such as data retrieval, calculations, document processing, and external system actions Build reusable, composable abstractions that enable safe and scalable tool usage across systems Ensure tools are reliable, observable, and secure, especially when interacting with sensitive data Enable agentic systems at scale Build infrastructure to support multi-step agents (state management, tool routing, retries, failure handling) Design systems where agents reason over and invoke tools/skills reliably Create reusable orchestration patterns between models and capabilities Develop evaluation and observability systems Build frameworks for offline and online evaluation of AI systems Implement logging, tracing, and monitoring for model behavior and system performance Own reliability and performance Design systems for high availability, fault tolerance, and graceful degradation Optimize for latency, throughput, and cost across AI workloads Build data and retrieval infrastructure Develop scalable RAG pipelines, indexing systems, and data processing workflows Own infrastructure for handling large-scale structured and unstructured data Create internal platforms and developer tooling Build tools, SDKs, and internal platforms that enable engineers to integrate AI capabilities quickly and safely Standardize best practices across teams (prompting, evaluation, deployment) Work closely with product and AI teams Partner with AI Applications engineers to support production use cases Translate product needs into scalable infrastructure solutions Qualifications A degree in Computer Science, Engineering, or a related quantitative field (or equivalent practical experience) Strong software engineering fundamentals, including system design, distributed systems, and writing maintainable code Proven track record of building and operating production systems at scale Proficiency in Python, TypeScript, C#, and comfort working across a polyglot stack, picking up new languages and frameworks as needed Experience building backend systems, APIs, or infrastructure platforms Experience working with AI/ML systems in production, including LLM integrations or data pipelines Experience designing or integrating systems with tool/skill abstractions (e.g., function calling, APIs, or capability layers used by AI systems) Ability to operate in ambiguous, fast-moving environments with high ownership Preferred Qualifications (Bonus Points) Experience building AI platforms or infrastructure layers (not just applications) Experience with: RAG systems, vector databases (e.g., Pinecone, Weaviate, pgvector) Agent orchestration frameworks (e.g., LangGraph, LangChain, or custom systems) Evaluation and observability tooling for AI systems Experience designing or building tooling layers (skills/capabilities) for AI systems Experience designing scalable distributed systems or platform abstractions Experience with cloud infrastructure such as: GCP (Cloud Run) or AWS (ECS, Lambda) Containerized or serverless deployments Experience with event-driven systems, queues, and async processing Experience with MLOps, CI/CD, and production monitoring Experience working in regulated domains (LegalTech, FinTech, HealthTech) Familiarity with data privacy and security techniques (e.g., PII handling, redaction) You Might Be a Fit If You enjoy building systems and platforms that other engineers depend on You think in terms of abstractions, capabilities, and reusable systems You care about how AI systems behave in production at scale You’re comfortable working across AI systems and infrastructure layers You take ownership of ambiguous problems and drive them to robust solutions You Might Not Be a Fit If You prefer working primarily on frontend or user-facing features Your experience is limited to experimentation without production systems You are less interested in infrastructure, reliability, or platform design Benefits & Perks Competitive salary. Hybrid work 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.

Design and operate scalable backend services and APIs while collaborating cross-functionally to solve technical problems. | 3+ years backend engineering experience with strong TypeScript skills and cloud infrastructure knowledge. | About Us Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to 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 Opportunity As a Software Engineer at Wealth.com, you will help design, build, and scale the backend systems powering our estate planning, tax planning, and AI-driven products used by tens of thousands of financial advisors and their clients. You'll work on a TypeScript-first stack alongside engineers who have shipped production software at scale, and you'll have significant ownership over the systems you build — from architecture and implementation through deployment, monitoring, and iteration. We're hiring across multiple product areas (estate planning, tax planning, Esther AI, platform/integrations) and will match strong engineers to the team where they're most excited to contribute. Your Responsibilities Design, build, and operate backend services that power Wealth.com's products — including APIs, data pipelines, and integrations with enterprise wealth management platforms Take features from spec through design, implementation, testing, deployment, and post-launch monitoring; own what you ship Write production-grade TypeScript code with strong testing, observability, and operational discipline Collaborate with product managers, designers, and other engineers to translate ambiguous problems into well-scoped technical solutions Contribute to system design decisions around scalability, reliability, security, and performance Participate in code review, technical design discussions, and on-call rotations as the team grows Help shape engineering culture, tooling, and best practices as we scale the org Qualifications 3+ years of professional software engineering experience shipping backend systems to production Strong proficiency in TypeScript, or deep experience in another typed language (Java, Go, C#, Kotlin, Rust) with demonstrated ability to ramp quickly into TypeScript Hands-on experience designing and operating systems at meaningful scale — handling real traffic, real data volumes, and real users Solid grasp of backend fundamentals: API design (REST/gRPC), relational and NoSQL databases, messaging/event-driven systems, caching, and concurrency Experience with cloud infrastructure (AWS, GCP, or Azure), containerization (Docker/Kubernetes), and modern CI/CD workflows Production-grade operational mindset: logging, metrics, tracing, alerting, incident response, and a track record of supporting what you ship Comfortable working in a fast-paced, ambiguous, startup environment where priorities shift and you're expected to drive your own work Strong written and verbal communication; able to collaborate across product, design, and other engineering teams Bonus Prior experience at an early or growth-stage startup, ideally one where you helped scale systems from early traction through significant growth Experience in fintech, wealth management, or other regulated environments (compliance, audit, PII handling) Background in AI/ML infrastructure, LLM-powered product development, or document processing (OCR, extraction pipelines) Experience integrating with enterprise platforms used by financial institutions (custodians, CRMs, portfolio management systems) Exposure to TypeScript ecosystem tools: Node.js, NestJS, tRPC, Prisma, PostgreSQL Bachelor's degree in Computer Science, a related field, or equivalent practical experience Benefits & Perks Competitive Salary. Hybrid in the NYC Office (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 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!

Design and deploy production-grade AI systems and workflows with full-stack integration to enhance user value. | Requires degree or equivalent, strong system design fundamentals, proficiency in Python, TypeScript, C#, and proven AI-powered application delivery. | 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/ML (Full-Stack) 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 full-stack 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, TypeScript, C#, and comfort 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: RAG systems and vector databases Agent frameworks (LangGraph, LangChain, etc.) Evaluation / observability systems Experience designing AI-native UX Experience with cloud infrastructure: GCP (Cloud Run) or AWS (ECS, Lambda) Experience with mobile app development (iOS, Android, React Native, Flutter), especially AI-powered experiences Experience in regulated domains (FinTech, LegalTech, 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.