Location: Remote, USA
About Wealthbox
We’re building an AI-powered CRM software platform for financial advisors. Thousands of advisory firms use Wealthbox every single day – not once a week, not occasionally – all day. It’s where they manage their clients, run their practices, and grow their businesses.
When we ship improvements, they actually matter. Our customers notice, they tell us, and they use what we build. That’s the kind of feedback loop that makes you build better software.
We’re a market leader, but we still operate like a nimble company. We’ve been doing this long enough to know what works, but we’re small enough that every engineer’s decisions matter.
How We Work
We work prompt-first. We use AI tools to prototype faster, generate tests, and increase velocity. But everything goes through human review—we don’t ship code we haven’t read and understood. You’ll learn how to use these tools effectively while building real features that customers use every day.
We’re a high-trust team of experienced Rails engineers who’ve been working in the framework since its early days. You’ll own what you ship and how you ship it. If you identify a better approach, you have the authority to take it.
The constraint isn’t implementation speed anymore. It’s knowing what deserves to be built and executing at high quality. We expect engineers to think like product people. You’ll take on a project and drive it from inception through production: determine the right solution, build it well, and deploy it.
We hire engineers who can work across the stack. You don’t need to be an expert everywhere, but you should be comfortable driving efforts across both the back- and front-end, with the help of AI agents, without waiting on another team.
If you want to push the boundaries of how software gets built with AI, this is the place to do it.
What You’ll Do
What We’re Looking For
Work Details
Benefits
Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.
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Wealthbox is the workspace hub for investment professionals, integrated with leading financial brands.
See your work in action with customers and partners at the top tier of financial services.