Senior Software Engineer - AI
Technologies
Python · TypeScript · C# · LLMs · LangGraph · LangChain · RAG · vector databases · GCP Cloud Run · AWS ECS/Lambda
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
Job description
The full responsibilities and requirements are on the employer’s site.
Open application page ↗Source and classification
Internal deployment & tooling · Evidence for this classification:
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
More from the job description
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 desi [... source excerpt omitted ...] 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, con [... source excerpt omitted ...] g 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 Exper
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