Senior Software Engineer
Wealthbox
Senior Software Engineer
Wealthbox
CRM platform for financial advisors
We’re building an AI-powered CRM software platform for financial advisors. Thousands of advisory firms use Wealthbox every single day – not once a week, not occasionally – all day. It’s where they manage their clients, run their practices, and grow their businesses.
When we ship improvements, they actually matter. Our customers notice, they tell us, and they use what we build. That’s the kind of feedback loop that makes you build better software.
We’re a market leader, but we still operate like a nimble company. We’ve been doing this long enough to know what works, but we’re small enough that every engineer’s decisions matter.
We work prompt-first. We use AI tools to prototype faster, generate tests, and increase velocity. But everything goes through human review—we don’t ship code we haven’t read and understood. You’ll learn how to use these tools effectively while building real features that customers use every day.
We’re a high-trust team of experienced Rails engineers who’ve been working in the framework since its early days. You’ll own what you ship and how you ship it. If you identify a better approach, you have the authority to take it.
The constraint isn’t implementation speed anymore. It’s knowing what deserves to be built and executing at high quality. We expect engineers to think like product people. You’ll take on a project and drive it from inception through production: determine the right solution, build it well, and deploy it.
We hire engineers who can work across the stack. You don’t need to be an expert everywhere, but you should be comfortable driving efforts across both the back- and front-end, with the help of AI agents, without waiting on another team.
If you want to push the boundaries of how software gets built with AI, this is the place to do it.
Build core backend functionality in Ruby on Rails and relational databases
Work daily in Claude Code and ship features using LLMs and agentic workflows
Architect backend improvements for performance and scalability
Build React components in TypeScript for customer-facing features
Build and deploy 3rd party integrations to expand platform functionality
Drive projects from concept to production—identify the right approach, execute it, ship it
Collaborate with cross-functional teams on product decisions and user experience
B.S. or M.S. in Computer Science or a similar technical field
5+ years of professional full-stack web development
Excellent written communication and code review skills
Strong understanding of Ruby and Rails (or deep experience in a similar backend framework and willingness to learn Rails)
Proficiency in JavaScript, preferably with React, Vue, or Angular
Experience or strong interest in AI/LLM technologies and prompt-first development workflows
Track record of maintaining production applications and writing clear, maintainable, tested code
Experience with Git, CI/CD, and regular deployments
Deep appreciation for UX and usability—you care what the end user experiences
Ability to mentor other engineers is a plus
Remote, no time zone requirements
Weekdays, business hours
No travel required
Competitive compensation
Comprehensive health plan coverage
401k plan
Paid time off
Wealthbox is a customer relationship management (CRM) platform tailored for financial advisors. It helps advisors manage client information, tasks, calendars, and workflows in one place, and it connects with other financial software. Users access the platform via a subscription and pay recurring fees for access to features such as task management, calendar integration, workflow automation, and reporting, all while prioritizing data security. The platform supports firms of all sizes and focuses on improving collaboration and productivity among advisory teams. Wealthbox differentiates itself by its specialization for financial services, built-in social collaboration tools, and tight integrations with financial software, aiming to streamline client relationship management and advisory workflows. The goal is to make it easier for financial advisors to manage client relationships, tasks, and workflows efficiently, securely, and collaboratively.
Explore more opportunities at Wealthbox