Design Engineer
Wealthbox
Design 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 decision you make matters.
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 engineers. 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.
As a Design Engineer, you’ll work between design and engineering. AI is changing what a CRM interface should be, and much of it can’t be solved by copying patterns from other products. You’ll prototype new interactions in code, shape our design system, and ship polished front-end features, with the help of AI agents and 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 customer-facing features in React and TypeScript, from prototype to production
Own and evolve our design system and component library
Prototype new interaction patterns in code, including AI-native experiences like chat, inline assistance, and agentic workflows
Work daily in Claude Code and ship features using LLMs and agentic workflows
Sweat the details: front-end performance, accessibility, motion, and microcopy
Dig into user feedback to understand what advisors need, then simplify relentlessly
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
4+ years of professional front-end or full-stack web development
Bachelor’s degree in Computer Science, Design, or a related field is a plus
Deep experience with React and TypeScript
Experience building and maintaining design systems, with component libraries such as shadcn/ui and Base UI and state management such as Redux
Strong command of HTML, CSS, accessibility, and responsive design
Track record of maintaining production applications and writing clear, maintainable, tested code
Strong design and UX sense, backed by shipped work that shows both craft and engineering depth
Comfort moving between Figma (or similar) and code, and good judgment about which to use when
Experience shipping production work with AI coding tools, with the judgment to review and own everything they generate
Excellent written communication and code review skills
Experience with Git, CI/CD, and regular deployments
Interest in the financial advisory space is a plus, but you don’t need to know it already
Experience with Ruby on Rails or interfacing with Rails backends 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