Forward Deployed Engineer

Role Overview

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. You'll spend approximately 15–25% of your time client-facing on average across a year, with bursts to 20-30% during high-stakes windows like cutover (when a client's systems go live on our platform) or bank-audit windows (when a banking client is under regulatory examination and needs hands-on engineering support).

What You’ll Do

• Build Scalable Integrations: Design and ship integrations with major custodians, CRMs, and financial platforms, ensuring architectures scale cleanly across our multi-tenant ecosystem.
• Embed at Key Technical Junctions: Partner directly with enterprise clients, enterprise IT, and security teams—averaging 15–25% client-facing time over the year, bursting up to 20-30 during critical cutover windows, migrations, or technical audits.
• Codify Customer-Facing Solutions: Turn bespoke enterprise requirements into reusable tooling, shared services, and core product capabilities to expand the wealth.com platform.
• Maintain High-Stakes Technical Rigor: Reason through complex security models, compliance boundaries, data encryption, and identity federation in heavily regulated environments.
• Drive Operational Excellence: Maintain calm precision under pressure, managing deployment, key rotations, and incident response paths during live customer integrations.
• Cross-Functional Collaboration: Partner closely with core Engineering, Product, and Solutions leadership to ensure field insights directly inform the broader product roadmap.

What We’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.

Preferred Qualifications

• Prior experience in WealthTech, FinTech, SaaS integrations, or custodian platform ecosystems (e.g., Schwab, Fidelity, Pershing, Salesforce Financial Services Cloud).
• Background in forward-deployed, solutions, or customer-adjacent engineering within high-growth B2B SaaS environments.

Benefits & Perks

• Hybrid work arrangement in New York City (3x a week)
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.