Associate Software Engineer

About Us

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, 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 Opportunity

As an Associate Software Engineer at , 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 '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

• 0-2 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!