Wealth.com · 8 hours ago
Senior Applied Scientist - AI/ML
United States
Full-time
Remote
Senior Level
$180K/yr - $215K/yr
5+ years expWealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize their estate planning processes. The role involves building the next generation of legal and financial AI systems, focusing on practical applications and the deployment of production-grade systems.
Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management
Responsibilities
Design, build, and deploy production-grade systems leveraging Large Language Models (LLMs) from providers like OpenAI, Google (Vertex AI), and Anthropic
Develop and scale end-to-end applications for complex document understanding, focusing on textual, financial, and tabular data. This includes building sophisticated, high-precision RAG (Retrieval-Augmented Generation) systems that are battle-tested for production traffic
Implement robust guardrails, validation layers, and monitoring to preemptively address model limitations, such as hallucinations, both in offline evaluation and online production environments
Engineer and deploy complex, multi-step AI agents, with a focus on creating agentic workflows that are scalable, maintainable, and secure, especially when handling highly sensitive client data
Own projects from conception to deployment, making key architectural decisions and ensuring the systems you build meet stringent requirements for latency, precision, and recall
Build scalable ETL (Extract, Transform, Load) data pipelines to process and prepare complex datasets for AI model consumption
Collaborate closely with product managers, software engineers, and other scientists to build tools, define metrics, and continuously improve the end-to-end quality of our AI systems
Align your technical work with business outcomes, effectively communicating the impact and performance of the systems you build to stakeholders
Qualification
Required
A degree in Computer Science, Engineering, or a related quantitative field (or equivalent practical experience)
Proven experience building and shipping software in a production environment. You are a builder at heart and have a portfolio of projects (personal or professional) that have seen real user traffic
Strong software engineering fundamentals, including data structures, algorithms, system design, and writing clean, maintainable code
Hands-on experience building, deploying, and maintaining production-level agent systems using frameworks like Agent Development Kit (ADK) or LangGraph
Proficiency in Python and a strong aptitude for working in a polyglot environment that may include TypeScript, C#, etc
Experience developing applications that consume and integrate APIs from major AI providers (e.g., Google Vertex AI, Azure OpenAI)
Preferred
5+ years of professional experience writing production code and shipping AI/ML-powered features
Demonstrated experience building and scaling agentic workflows. Extra points if you have dealt with highly sensitive data as part of these agents
Experience working in a highly regulated industry such as LegalTech, FinTech, or HealthTech. You understand the unique challenges and importance of security and privacy
Experience with MLOps, including setting up training pipelines, monitoring model performance in production, and implementing CI/CD for ML systems
Familiarity with techniques for ensuring data privacy and security in AI systems (e.g., identifying and sanitizing PII)
Benefits
Competitive salary.
Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
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.
Company
Wealth.com
Wealth.com is a digital estate planning platform designed to empower financial advisors with tools and resources.
51-200 employees
H1B Sponsorship
Wealth.com has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Growth StageTotal Funding
$46MKey Investors
Charles SchwabGoogle VenturesAlumni Ventures
2025-04-16Corporate Round
2024-09-16Series A· $30M
2024-03-19Seed
Leadership Team
Rafael Loureiro
Chief Executive Officer
Danny Lohrfink
Chief Product Officer & Co-Founder
Recent News
2025-11-20
2025-11-07
2025-10-31
Company data provided by crunchbase