Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
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.
What they'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
- Prior experience in WealthTech, FinTech, SaaS integrations, or custodian platform ecosystems (e.g., Schwab, Fidelity, Pershing, Salesforce Financial Services Cloud)
More about this role
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.
A Forward Deployed Engineer (FDE) (Or Staff Integration Engineer) embeds directly with clients to deploy, customize, and...
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