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About the Role
As a founding engineer on the Innovation team, you will build and ship complex, scalable solutions for tens of thousands of clients. You will influence foundational decisions in architecture, design, systems, data, and product, acting in both Engineering and Product capacities. This is a unique opportunity to develop a product from its inception (0-to-1) and deploy it immediately at scale, working directly with the Chief Innovation Officer.
Responsibilities
- Own the end-to-end experience, including full user journeys and business goals, not just isolated components.
- Build solutions or integrate with vendors to create a cohesive platform, scaling products post-launch.
- Partner with clients, advisors, and colleagues to identify high-value opportunities, understand needs, map workflows, test prototypes, and build optimal experiences.
- Establish foundational engineering principles and product strategy that influence platform architecture, data, and user experiences.
- Build at the cutting edge of applied AI, working across the AI stack (harness, context, memory, evals, agents, models) for wealth management and internal collaboration.
Requirements
- Minimum of 7 years of experience.
- Financial services industry experience, including wealth management, investment advisory, or related operations.
- Demonstrated experience with AI tooling, models, harnesses, and workflows.
- Proven ability to operate in ambiguous environments and build 0-to-1 products from first principles.
- Expertise with Claude Code, Codex, or similar AI development tools.
- Must be authorized to work for any employer in the U.S.
Skills
- Track record of outsized impact beyond individual features, creating broad, lasting results.
- Systems thinking ability to see the bigger picture and emergent patterns.
- Excellent product and business intuition, understanding wide-ranging impacts and prioritizing user experience.
- Agency and initiative to move work forward independently and navigate obstacles.
- Ability to move quickly with rigor, balancing speed and quality with a hypothesis-driven approach.
- Thrive in ambiguity, shaping approaches in rapidly changing, undefined spaces.
- Passion for AI, with experience building and shipping AI agents and harnesses.
- Collaborative spirit, working effectively with cross-functional teams.
Location
- Remote
Work Type
- Full-time
Experience Level
- Minimum of 7 years
Salary/Compensations
- $190,000 - $290,000 (salary & bonus)
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
About the Company
- Cerity Partners is one of the largest and fastest-growing independent financial advisory firms, managing over $160+ billion in assets under management and over $1 trillion in assets under advisement.
- We serve high- and ultra-high-net-worth individuals and families, business owners, and institutions with comprehensive financial planning, investment, tax, and retirement solutions.
- Backed by growth capital from Genstar Capital, Warburg Pincus, and Lightyear Capital, Cerity Partners ranks in the top 10 RIA's in the country by Barron's.
- Founded in 2009, we are extremely entrepreneurial and feel we are still in the early innings.
- Our mission is to make every client steadier than we found them, measuring success by client improvement.
- We uphold the fiduciary standard at its highest levels.
- The Innovation Team is the firm's center of excellence for the strategy and deployment of technology and applied AI.
- We are combining the best of technology and professional services to build the future of financial services, focusing on AI applications in wealth and investment management.
- Our vision is to build the new OS of wealth intelligence, developing the entire AI stack.
- We aim to move the firm into a client-first, AI-native era by leveraging the firm's insights and institutional expertise.
Equal Opportunity
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
- We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.