Forward Deployed Engineer

About

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, 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, 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 Tax Planning, firms can deliver more integrated, proactive planning through a single platform.

has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 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 20-30% 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 Scalable Integrations: Design and ship integrations with major custodians, CRMs, and financial platforms, ensuring architectures scale cleanly across our multi-tenant ecosystem.

• Embed at Key Technical Junctions: Partner directly with enterprise clients, enterprise IT, and security teams—averaging 15–25% client-facing time over the year, bursting up to 20-30 during critical cutover windows, migrations, or technical audits.

• Codify Customer-Facing Solutions: Turn bespoke enterprise requirements into reusable tooling, shared services, and core product capabilities to expand the platform.

• Maintain High-Stakes Technical Rigor: Reason through complex security models, compliance boundaries, data encryption, and identity federation in heavily regulated environments.

• Drive Operational Excellence: Maintain calm precision under pressure, managing deployment, key rotations, and incident response paths during live customer integrations.

• Cross-Functional Collaboration: Partner closely with core Engineering, Product, and Solutions leadership to ensure field insights directly inform the broader product roadmap.

What We’re Looking For

• Engineering Excellence: 5+ years (IC5) or 8+ years (IC6) of experience as a full-stack or backend engineer shipping production systems. You meet the same high bar as our core IC engineering team.

• System & Integration Architecture: Proven track record building robust REST/GraphQL APIs, ETL pipelines, event-driven architectures, and integrations with enterprise legacy platforms.

• Security & Regulatory Acumen: Deep understanding of enterprise security protocols (OAuth, SAML, mTLS), data encryption standards, and operating within regulated compliance frameworks (SOC2, financial audit paths).

• High Technical Presence: Exceptional written and verbal communication. Ability to anchor high-stakes technical discussions, lead architecture reviews, and build trust with client engineering leaders.

• 0-to-1 Problem Solving: Comfort with ambiguity. Ability to ingest messy, unstructured financial/estate data and rapidly build pragmatic, well-tested solutions.

Preferred Qualifications

• Prior experience in WealthTech, FinTech, SaaS integrations, or custodian platform ecosystems (e.g., Schwab, Fidelity, Pershing, Salesforce Financial Services Cloud).

• Background in forward-deployed, solutions, or customer-adjacent engineering within high-growth B2B SaaS environments.

Benefits & Perks

• Hybrid work arrangement in New York City (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 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.

• Free estate planning for life!

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.