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Seeking Applied Scientist to build scalable AI systems for estate planning, focusing on production-grade applications and document understanding using advanced AI models.

Design and develop scalable software solutions, mentor junior engineers, participate in technical discussions, and optimize application performance.

As a Software Engineer II, you'll design, develop, and maintain software solutions, collaborate with cross-functional teams, and mentor junior engineers.

Maintain high-volume lead management and business development efforts, ensuring client satisfaction and contributing to the company's growth in the wealth management sector.

The Onboarding Specialist will manage client onboarding for financial advisors, ensuring a smooth setup, providing training, and facilitating handoffs to the Client Success team.

Lead the Private Wealth team, interface with key clients, enhance software products, and drive market innovation in estate planning.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.