# Forward Deployed Engineer - Company: [Wealth Com]() - Location: New York, New York - Remote: Yes - Team: Technology - Employment type: Full Time - Salary: $240K – $280K - Posted: September 8, 2026 ## Job description **About** [**Wealth.com**](http://Wealth.com) [Wealth.com](http://Wealth.com) is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, [Wealth.com](http://Wealth.com) is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, [Wealth.com](http://Wealth.com) combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With [Wealth.com](http://Wealth.com) Tax Planning, firms can deliver more integrated, proactive planning through a single platform. [Wealth.com](http://Wealth.com) has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 [WealthManagement.com](http://WealthManagement.com) Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. **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 40–50% 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 integrations that scale across custodians — the institutions that hold and safeguard a client's assets — designing connective tissue between Wealth's platform and custodian systems that is reusable across your whole client base rather than one-off per client. * Apply deep security and systems expertise to integrations with external financial institutions, reasoning carefully about what is secure and what isn't. * Operate with calm precision in regulated and adversarial technical rooms — bank compliance reviews, security audits, and other high-scrutiny environments where things can get tense and mistakes are expensive. * Maintain operational rigor around deployment, credential and key rotation, and incident response — the unglamorous but critical ops discipline that keeps a live financial integration from breaking silently. * Embed with clients during peak deployment windows to ensure our platform works reliably in their production environment. **What You'll Bring** * Strong problem-solving and communication skills under pressure in front of clients, not just the ability to solve problems alone at a desk. * Deep expertise in systems integration, financial services infrastructure, or comparable domain knowledge. * Demonstrated ability to reason about security in the context of external system integrations and regulatory compliance. * Operational discipline and attention to detail in high-stakes deployment and incident response scenarios. * Comfort operating in regulated environments and working collaboratively with banking clients and compliance teams. **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. ## Apply [Apply on Wealth Com]() Canonical job page: