Job Title: Senior Software Engineer Company Name: Wealthbox Job Url: https://www.wealthbox.com/careers/senior-software-engineer/?jr_id=69944daa81476f6176ac03d6 Job Description: Wealthbox CRM menu Engineering Senior Software Engineer 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 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   What We’re Looking For 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 Ability to mentor other engineers is a plus   Work Details Remote, no time zone requirements Weekdays, business hours No travel required   Benefits Competitive compensation  Comprehensive health plan coverage 401k plan Paid time off   Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.     Other Fraudulent recruiting activities may use our name and branding to target job seekers. If you receive a suspicious email or job offer claiming to be from Wealthbox, please do not engage. We only communicate from official Wealthbox email addresses. We do not use emails such as @wealthboxcareers.com, @wealthboxjobs.com, or similar lookalike email domains. We never extend an offer without a formal team interview process. We will never ask you to send personal or financial information (e.g., social security number, bank info) via email or before an offer is made and accepted through official channels. ← Back to Jobs Wealthbox is beautifully designed CRM for modern financial advisors. Get Wealthbox updates straight to your inbox © 2026 Wealthbox Terms of Service Privacy Policy Product Features Integrations Pricing Security Talk to Sales Solutions Financial Advisors Enterprise Firms Banks and Credit Unions Family Offices Trust Companies Broker-Dealers & OSJs Compare Salesforce vs Wealthbox Redtail vs Wealthbox Junxure vs Wealthbox Compare All View #1 CRM Ratings Resources Book a Demo Webinar Events How-To Videos Product Blog Wealthbox API Support Help Center Request a Migration Status Company About Us Partnerships Media Kit Wealthbox Merch Careers Contact