Senior Software Engineer at Wealthbox

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

Wealthbox is seeking a Senior Software Engineer to manage the framework Wealthbox is built on and provide the tools to support the product and our customers. As a senior software engineer at Wealthbox, you’ll work closely with our technical product teams to build user experience‑led features. You will join a group of talented senior Rails developers who have been working in the framework since its early days.

With this group, you’ll help drive the next generation of the Wealthbox tech stack, leveraging state‑of‑the‑art AI/LLM‑based tools to accelerate development and unlock new product capabilities.

• Implement core backend functionality using Ruby on Rails and relational databases.
• Implement backend architectural improvements to enhance the product’s performance and scalability.
• Prototype and ship AI‑powered features using LLM APIs and related tools.
• Build and deploy new third‑party integrations to expand the functionality of our platform.
• Build and maintain new React components in Type Script for customer‑facing features.
• Take shared ownership of the product process and collaborate with cross‑functional teams on crafting great user experiences.

• B.S. or M.S. in Computer Science or a similar technical field of study.
• Strong understanding of the Ruby programming language and Rails framework.
• Proficiency in JavaScript, including experience with React, Angular, or Vue.
• Experience or strong interest in AI/LLM technologies, including using APIs (e.g., OpenAI, Claude) or open‑source models for enhancing product workflows and automation.
• Five or more years of professional full‑stack web development.
• Previous experience maintaining production applications.
• Focus on writing clear, maintainable, tested code.
• Experience with Git, continuous integration, and regular deployments.
• Understanding and appreciation of UX and usability.
• Ability and interest in mentoring junior engineers (a plus).
• Excellent written communication skills and diligent ability to contribute to the team by performing code reviews.

• Weekdays, during business hours.
• No travel required (fully remote).
• Only open to U.S. based candidates.

• Competitive compensation.
• Comprehensive health plan coverage.
• 401(k) plan.
• Paid time off.