Senior Software Engineer - AI
About Us
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, enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, 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 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 a truly enjoyable workplace. 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.