Senior Software Engineer jobs in United States
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Wealthbox · 3 hours ago

Senior Software Engineer

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

Wealthbox is building an AI-powered CRM software platform for financial advisors, used daily by thousands of advisory firms. The Senior Software Engineer will be responsible for developing core backend functionality, collaborating with cross-functional teams, and driving projects from concept to production.

Financial Services

Responsibilities

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

Qualification

Ruby on RailsFull-stack web developmentJavaScriptAI/LLM technologiesGitCode review skillsUX appreciationCommunicationMentoring

Required

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

Preferred

Ability to mentor other engineers is a plus

Benefits

Competitive compensation
Comprehensive health plan coverage
401k plan
Paid time off

Company

Wealthbox

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Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
dateFounded in 2014
location
United States, US
people-size51-200 employees
web-link
http://www.wealthbox.com

Funding

Current Stage
Growth Stage

Leadership Team

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John Rourke
CEO & Cofounder
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Dan Ferranti
CTO & Cofounder
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Recent News

PRNewswire
NHTrust Selects Wealthbox for Firmwide CRM Software Implementation
2024-04-17
PR Newswire
Wealthbox Announces Enterprise CRM Agreement with Heartland Bank and Trust Company
2024-02-10
PR Newswire
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
2024-02-10
Company data provided by crunchbase