Lead Software Engineer (Platform Expansion)

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

If you are passionate about contributing to a high-impact mission and want to work in a collaborative environment where your skills and expertise will be valued, we would love to hear from you!

About You:

• You are a technical leader, excelling in React, NextJS, TypeScript, and Node.js.
• You have a problem-solving mindset, approaching challenges with strategic thinking, prioritizing high-impact solutions, and driving innovation in systems and processes.
• You see AI not as a tool but as a fundamental shift in engineering, and you actively seek opportunities to harness its potential.
• You thrive in complex, fast-moving environments, navigating ambiguity, aligning stakeholders, and delivering results with a data-driven approach.
• You are a mentor and collaborator, fostering team growth, influencing cross-functional decisions, and communicating technical solutions with clarity.
• You are passionate about building secure, scalable systems, and leveraging best practices in performance optimization, observability, and compliance to ensure high-quality software.

About the Role:

• You will be joining our Platform Expansion squad and primarily focusing on building out new features, incorporating AI, improving test coverage, performance and system stability.  The Platform Expansion squad at Trust & Will is responsible for advancing the company’s advisor-facing platform and broader professional partnerships work.

Core Responsibilities

• Advisor Platform Development: Building and enhancing tools that help advisors serve clients more efficiently, including integrations with advisor tools and ingestion/parsing of existing estate planning documents.
• Platform Reliability & Security: Handling sensitive operations such as deleting member data, running penetration test remediations, and managing access reviews.
• Cross-Squad Integration: Ensuring the advisor platform integrates smoothly with other Trust & Will squads (Planning, Admin, Consumer), so that professional and consumer experiences are aligned.
• Strategic Expansion: Driving initiatives under the “Platform Expansion” strategic pillar — investments that improve customer satisfaction, engagement, and retention, while also supporting revenue growth from advisors and partnerships.

Technical Leadership & Impact

• Design, architect, and deliver robust, scalable, and high-performance applications and services.
• Lead system-level design, ensuring robust, secure, and maintainable solutions aligned with organizational standards.
• Consider AI from a strategic, holistic perspective, architecting solutions with it, integrating it into product ecosystems, and harnessing its potential to drive transformative innovation.
• Own and drive technical decisions across multiple teams, ensuring alignment with business objectives and long-term strategic goals.
• Implement and champion best practices for system reliability, performance optimization, and code quality, including test automation and modern CI/CD workflows.
• Address organization-wide technical challenges, such as scaling systems, improving performance, and enhancing reliability.
• Implement AI tooling and paradigms to improve developer efficiency, automate workflows, and enhance system reliability.

Quality & Impact

• Deliver high-quality, production-ready code that adheres to best practices, is well-documented, and prioritizes scalability and maintainability.
• Identify and champion efforts to reduce technical debt and improve system performance through continuous refactoring and optimization.
• Proactively identify and resolve system bottlenecks and issues using observability and monitoring tools.
• Drive impactful improvements in system reliability, ensuring seamless user experiences and alignment with business priorities.

Collaboration, Innovation & Mentorship

• Partner with product managers, designers, and stakeholders across the organization to align technical solutions at a strategic level with customer needs and evolving business goals.
• Develop a deep understanding of product-market fit, business metrics, and customer empathy to inform analysis and data-driven decision-making.
• Mentor and guide engineers across varying experience levels, fostering technical growth and knowledge sharing through outcome-based sponsorship.
• Communicate complex technical topics to diverse audiences, ensuring clarity and alignment on technical decisions.
• Foster a psychologically safe environment through knowledge-sharing initiatives, peer collaboration, conflict-reduction tactics, and emotional intelligence.
• Evaluate and integrate emerging technologies and tools to enhance engineering capabilities and product innovation to foster a culture of continuous learning and experimentation.

Qualifications

• 7+ years of professional development experience in high-performing teams.
• Advanced proficiency in developing frontend applications (React, Typescript ), API design and data modeling (MongoDB, Postgres).
• Experience building and maintaining AWS applications using infrastructure-as-code tools (CloudFormation, AWS CDK).
• Proven ability to write clean, maintainable, testable code, following test-driven development, CI/CD pipelines, and modern DevOps best practices.
• Proficiency in threat modeling, secure-by-design principles, and ensuring compliance with GDPR, SOC2, and other regulatory requirements.
• Advanced skills in debugging, performance tuning, distributed tracing, and log correlation across microservices.
• Demonstrated ability in integrating AI code assistants to enhance development productivity and code quality, with hands-on experience using at least one of the following: GitHub Copilot, Cursor, RooCode, or RooCline.
• Skilled at determining and tracking meaningful engineering metrics to validate solutions and drive decision-making.
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT)

Bonus Points for: 

• Experience working in a tech company or high-growth startup.
• Willingness to contribute outside of core expertise to drive impactful work forward.
• Developing infrastructure as code in Go.
• Familiarity with Agile development methodologies (Scrum/Kanban, JIRA).
• Hands-on experience with Docker, Kubernetes, or other container orchestration tools.
• Experience with pair programming and collaborative development techniques.
• Active contributions to open-source projects or participation in developer communities.

Employee Benefits & Perks:

• Compensation: Salary + Equity
• • Our salary range for this position is $166k - $215k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• PTO
• • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year 
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Apple accessories 

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

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