RefolkCandidates
Open nowEngineeringAI

Senior Software Engineer, AI/ML (Infrastructure & Platform)

Wealth · New York , New York

Location
New York , New York, United States
Workplace
Hybrid
Employment
Full time
Level
Senior
Posted
4 months ago

About this role

Role: Senior Software Engineer, AI/ML (AI Infrastructure & Platform)

Location: Hybrid, NYC

About Us

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

The Role

We are seeking a Software Engineer, AI/ML (Infrastructure & Platform) to build the foundational systems that power our next generation of AI applications.

This is a systems-focused role. You will design and build the platforms, abstractions, and infrastructure that enable teams to reliably develop, deploy, and scale AI systems - including agentic workflows, retrieval pipelines, and model integrations.

You will operate at the intersection of AI systems and distributed infrastructure, focusing on the “how” behind production AI: how models are orchestrated, how tools/skills are exposed and executed, and how systems are evaluated, monitored, and scaled in real-world environments.

Your work will directly enable product teams to move faster while ensuring our AI systems are reliable, observable, secure, and cost-efficient.

What You Will Do

Build core AI infrastructure

  • Design and implement platforms for LLM orchestration, tool execution, and agent workflows

  • Develop shared services and abstractions used across multiple AI applications

Build AI capability layers (tools / skills)

  • Design and implement tools (“skills”) that agents and applications rely on, including APIs, workflows, and integrations

  • Define clear interfaces for capabilities such as data retrieval, calculations, document processing, and external system actions

  • Build reusable, composable abstractions that enable safe and scalable tool usage across systems

  • Ensure tools are reliable, observable, and secure, especially when interacting with sensitive data

Enable agentic systems at scale

  • Build infrastructure to support multi-step agents (state management, tool routing, retries, failure handling)

  • Design systems where agents reason over and invoke tools/skills reliably

  • Create reusable orchestration patterns between models and capabilities

Develop evaluation and observability systems

  • Build frameworks for offline and online evaluation of AI systems

  • Implement logging, tracing, and monitoring for model behavior and system performance

Own reliability and performance

  • Design systems for high availability, fault tolerance, and graceful degradation

  • Optimize for latency, throughput, and cost across AI workloads

Build data and retrieval infrastructure

  • Develop scalable RAG pipelines, indexing systems, and data processing workflows

  • Own infrastructure for handling large-scale structured and unstructured data

Create internal platforms and developer tooling

  • Build tools, SDKs, and internal platforms that enable engineers to integrate AI capabilities quickly and safely

  • Standardize best practices across teams (prompting, evaluation, deployment)

Work closely with product and AI teams

  • Partner with AI Applications engineers to support production use cases

  • Translate product needs into scalable infrastructure solutions

Qualifications

  • A degree in Computer Science, Engineering, or a related quantitative field (or equivalent practical experience)

  • Strong software engineering fundamentals, including system design, distributed systems, and writing maintainable code

  • Proven track record of building and operating production systems at scale

  • Proficiency in Python, TypeScript, C#, and comfort working across a polyglot stack, picking up new languages and frameworks as needed

  • Experience building backend systems, APIs, or infrastructure platforms

  • Experience working with AI/ML systems in production, including LLM integrations or data pipelines

  • Experience designing or integrating systems with tool/skill abstractions (e.g., function calling, APIs, or capability layers used by AI systems)

  • Ability to operate in ambiguous, fast-moving environments with high ownership

Preferred Qualifications (Bonus Points)

  • Experience building AI platforms or infrastructure layers (not just applications)

  • Experience with:

    • RAG systems, vector databases (e.g., Pinecone, Weaviate, pgvector)

    • Agent orchestration frameworks (e.g., LangGraph, LangChain, or custom systems)

    • Evaluation and observability tooling for AI systems

  • Experience designing or building tooling layers (skills/capabilities) for AI systems

  • Experience designing scalable distributed systems or platform abstractions

  • Experience with cloud infrastructure such as:

    • GCP (Cloud Run) or AWS (ECS, Lambda)

    • Containerized or serverless deployments

    • Experience with event-driven systems, queues, and async processing

    • Experience with MLOps, CI/CD, and production monitoring

    • Experience working in regulated domains (LegalTech, FinTech, HealthTech)

    • Familiarity with data privacy and security techniques (e.g., PII handling, redaction)

    • You Might Be a Fit If

      • You enjoy building systems and platforms that other engineers depend on

      • You think in terms of abstractions, capabilities, and reusable systems

      • You care about how AI systems behave in production at scale

      • You’re comfortable working across AI systems and infrastructure layers

      • You take ownership of ambiguous problems and drive them to robust solutions

      You Might Not Be a Fit If

      • You prefer working primarily on frontend or user-facing features

      • Your experience is limited to experimentation without production systems

      • You are less interested in infrastructure, reliability, or platform design

      Benefits & Perks

      • Competitive salary.

      • Hybrid work in the New York area

      • 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.

      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.

      As published by Wealth. Applications are handled on their site.

      Skills this posting mentions

      Shared ServicesArtificial IntelligenceC#

      About Wealth

      Wealth.com is the industry’s leading 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 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 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 the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. 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 Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

      All 15 openings at Wealth

      One click, then it is written

      Apply to Wealth with a resume written for this role.

      Queue Senior Software Engineer, AI/ML (Infrastructure & Platform) and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Wealth’s form for you.

      1. 01Drop your resume

        A PDF or a LinkedIn URL. About a minute, once.

      2. 02I rank the openings

        Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

      3. 03Each one is written up

        Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

      • 25 sent a week, free
      • No card
      • Nothing sent until you say so

      More roles at Wealth

      See all

      Similar roles elsewhere

      See more

      Put this to work

      Paste your career in once. Every application after that is written for you.

      Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

      1. 01Drop your resume

        A PDF or a LinkedIn URL. About a minute, once.

      2. 02I rank the openings

        Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

      3. 03Each one is written up

        Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

      • New matches ranked and written before you are up.
      • Every bullet stays inside what your history supports. Nothing invented.
      • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

      500 free credits on sign-up. No card. Nothing is sent until you say so.

      Listed from the job board Wealth publishes. Refolk is not the employer and does not handle their hiring. Applications go to Wealth directly.