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Wealthbox · 1 day ago

Senior Software Engineer

United States

Full-time

Remote

Senior Level

5+ 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

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Founded in 2014

United States, US

51-200 employees

http://www.wealthbox.com

Funding

Current Stage

Growth Stage

Leadership Team

John Rourke

CEO & Cofounder

Dan Ferranti

CTO & Cofounder

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