Forward Deployed Engineer

United States·New Yorkfull-timemid

OtherForward Deployed Engineer

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Quick Summary

Key Responsibilities

Design and ship integrations with major custodians, CRMs, and financial platforms, ensuring architectures scale cleanly across our multi-tenant ecosystem.

Requirements Summary

Reason through complex security models, compliance boundaries, data encryption, and identity federation in heavily regulated environments.

Technical Tools

OtherForward Deployed Engineer

A Forward Deployed Engineer (FDE) (Or Staff Integration Engineer) embeds directly with clients to deploy, customize, and troubleshoot our platform in their environment — the engineer who shows up when a bank is going live on our platform and things need to actually work, live, in front of that client. You'll spend approximately 15–25% of your time client-facing on average across a year, with bursts to 20-30% during high-stakes windows like cutover (when a client's systems go live on our platform) or bank-audit windows (when a banking client is under regulatory examination and needs hands-on engineering support).

Responsibilities

~1 min read

Requirements

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- Prior experience in WealthTech, FinTech, SaaS integrations, or custodian platform ecosystems (e.g., Schwab, Fidelity, Pershing, Salesforce Financial Services Cloud).
- Background in forward-deployed, solutions, or customer-adjacent engineering within high-growth B2B SaaS environments.

What We Offer

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✓Hybrid work arrangement in New York City (3x a week)

✓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.

✓Free estate planning for life!