Senior Software Engineer, Applied AI
Job Description
Title: Senior Software Engineer, Applied AI
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®.
The Role
We are seeking a Senior Software Engineer, Applied AI to build the internal AI systems that
power how Wealth.com operates. This is a builder role. You will design and ship production grade AI agents and modular Claude Skills that connect to our systems of record and our internal data layer — not prototypes or demos. You will operate at the intersection of AI, internal product, and full-stack engineering, taking ambiguous business processes and turning them into legible, reusable, and composable systems. Your work will directly shape how our sales, marketing, operations, and engineering teams scale with AI as their force multiplier.
What You Will Do
Build Claude Skills and internal AI tooling
Design and implement modular Claude Skills that connect to our core systems (Salesforce, Google Drive, Slack, internal data sources)
Create clean abstractions that let non-technical teammates compose these primitives into useful workflows without writing code
Ship autonomous AI agents
Build agents that operate independently across sales, marketing, finance and operations, handling research, data enrichment, proposal generation, and routine decision-making
Design systems that balance autonomy, control, and reliability, with clear escalation paths when human judgment is needed
Own the AI development environment
Establish and maintain the infrastructure that lets the team build with AI tools — Claude Code, Cursor, and whatever emerges next
Create templates, patterns, and documentation that accelerate everyone's ability to ship
Design for composability
Think deeply about interface design between AI components
Build systems where outputs from one tool become inputs to another, and where complex capabilities emerge from simple, well-designed primitives
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 internal frontend experiences
Ship quickly and iterate based on real usage from internal teammates
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 AI systems
Proficiency in Python and TypeScript, and comfort working across a polyglot stack, picking up new languages and frameworks as needed
Hands-on experience building AI agents that run in production — systems that operate autonomously, handle edge cases, and know when to escalate
Practical, working knowledge of prompt engineering, context management, and structured outputs
Extensive experience coding with AI tools like Claude Code or Cursor and modern LLM APIs
Strong product instincts — you build backwards from user needs and have shipped internal tools that non-technical teammates actually enjoy using
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 for LLM applications
Workflow automation platforms (n8n, Zapier, Make, etc.)
Experience designing AI-native UX where users collaborate with agents
Experience integrating with CRMs, marketing platforms, or other systems of record
Experience with cloud infrastructure: GCP (Cloud Run) or AWS (ECS, Lambda)
Experience in regulated domains (FinTech, LegalTech, etc.)
Benefits & Perks
Competitive salary
Hybrid work arrangement in the New York area (4 days in office)
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.