Forward Deployed Engineer
AI summary of the role
Forward Deployed Engineer (or Staff Integration Engineer) who embeds with enterprise banking and wealth management clients to deploy, customize, and troubleshoot the Wealth.com estate and tax planning platform in production.
What you’ll do
- Build reusable integrations between Wealth.com's platform and custodian systems across the client base.
- Apply deep security and systems expertise to integrations with external financial institutions.
- Operate with calm precision in regulated environments like bank compliance reviews and security audits.
- Maintain operational rigor around deployment, credential and key rotation, and incident response.
What you’ll bring
- Strong problem-solving and communication skills under pressure in front of clients.
- Deep expertise in systems integration, financial services infrastructure, or comparable domain knowledge.
- Demonstrated ability to reason about security in external system integrations and regulatory compliance.
- Operational discipline and attention to detail in high-stakes deployment and incident response scenarios.
Technologies
systems integration · custodian systems · financial services infrastructure · security · regulatory compliance · incident response · credential rotation · key rotation · deployment
About Wealth.com
AI-powered estate and tax planning platform for wealth management firms, helping advisors model strategies, generate documents, and deliver institution-grade planning workflows at scale.
Series B · 200–500 people
Source and classification
Production engineering · Evidence for this classification:
Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. Role Overview A Forward Deployed Engineer (FDE) (Or Staff Integration Engineer) embeds directly with clients to deploy, customize, and troubleshoot our platform in their environment — the engineer who shows up when a bank is going live on our platform and things need to actually work, live, in front of that client. You'll spend approximately 15–25% of your time client-facing on average across a year, with bursts to 40–50% during high-stakes windows like cutover (when a client's systems go live on our platform) or bank-audit windows (when a banking client is under regulatory examination and needs hands-on engineering support). What You'll Do Build integrations that scale across custodians — the
More from the job description
About Wealth.com 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 advanced estate and tax analysis and reporting. With 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, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. Role Overview A Forward Deployed Engineer (FDE) (Or Staff Integration Engineer) embeds directly with clients to deploy, customize, and troubleshoot our platform in their environment — the engineer who shows up when a bank is going live on our platform and things need to actually work, live, in front of that client. [... source excerpt omitted ...] ing on average across a year, with bursts to 40–50% during high-stakes windows like cutover (when a client's systems go live on our platform) or bank-audit windows (when a banking client is under regulatory examination and needs hands-on engineering support). What You'll Do Build integrations that scale across custodians — the institutions that hold and safeguard a client's assets — designing connective tissue between Wealth's platform and custodian systems that is reusable across your whole client base rather than one-off per client. Apply deep security and systems expertise to integrations with external financial institutions, reasoning carefully about what is secure and w [... source excerpt omitted ...] yment, credential and key rotation, and incident response — the unglamorous but critical ops discipline that keeps a live financial integration from breaking silently. Embed with clients during peak deployment windows to ensure our platform works reliably in their production environment. What You'll Bring Strong problem-solving and communication skills under pressure in front of clients, not just the ability to solve problems alone at a desk. Deep expertise in systems integration, financial services infrastructure, or comparable domain knowledge. Demonstrated ability to reason about security in the context of external system integrations and regulatory compliance. Operati
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