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Lead Software Engineer (Market Expansion)

United States

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

If you are passionate about contributing to a high-impact mission and want to work in a collaborative environment where your skills and expertise will be valued, we would love to hear from you!

About You:

  • You are a technical leader, excelling in React, NextJS, TypeScript, and Node.js.
  • You have a problem-solving mindset, approaching challenges with strategic thinking, prioritizing high-impact solutions, and driving innovation in systems and processes.
  • You see AI not as a tool but as a fundamental shift in engineering, and you actively seek opportunities to harness its potential.
  • You thrive in complex, fast-moving environments, navigating ambiguity, aligning stakeholders, and delivering results with a data-driven approach.
  • You are a mentor and collaborator, fostering team growth, influencing cross-functional decisions, and communicating technical solutions with clarity.
  • You are passionate about building secure, scalable systems, and leveraging best practices in performance optimization, observability, and compliance to ensure high-quality software.

About the Role:

You will be joining our Professional Expansion squad and primarily focusing on building out new features, incorporating AI, improving test coverage, performance and system stability. The Professional Expansion team is focused on building out and scaling the company’s professional-facing products and partnerships—especially around advisors, attorneys, and nonprofit organizations.

Core Responsibilities

  • Advisor Platform Growth
    • Establish and staff a dedicated professional expansion team (engineering, product, and sales) to build and launch features that attract and retain paid advisors
    • Deliver advisor engagement and retention features (e.g., tools that boost advisor productivity).
    • Enable advisors to ingest non–Trust & Will estate plans to generate summaries and help jump-start new estate plans .
    • Begin foundational work for seat-based pricing and subscription models, allowing advisors to self-serve subscriptions.
    • Launch integrations with popular financial and CRM products (e.g., Wealthbox, Redtail, RightCapital, Salesforce) to increase adoption.
  • Nonprofit (NPO) Partnerships
    • Build and launch an MVP for nonprofit organizations to recruit early customers.
    • Deliver dashboards and feedback loops for NPOs to track usage and client engagement .
  • Attorney & Professional Services
    • Run attorney webinars for advisors and improve collaboration across the professional network .
    • Explore more complex technical work, such as AI-driven tools to assist attorneys in document processing .

Technical Leadership & Impact

  • Design, architect, and deliver robust, scalable, and high-performance applications and services.
  • Lead system-level design, ensuring robust, secure, and maintainable solutions aligned with organizational standards.
  • Consider AI from a strategic, holistic perspective, architecting solutions with it, integrating it into product ecosystems, and harnessing its potential to drive transformative innovation.
  • Own and drive technical decisions across multiple teams, ensuring alignment with business objectives and long-term strategic goals.
  • Implement and champion best practices for system reliability, performance optimization, and code quality, including test automation and modern CI/CD workflows.
  • Address organization-wide technical challenges, such as scaling systems, improving performance, and enhancing reliability.
  • Implement AI tooling and paradigms to improve developer efficiency, automate workflows, and enhance system reliability.

Quality & Impact

  • Deliver high-quality, production-ready code that adheres to best practices, is well-documented, and prioritizes scalability and maintainability.
  • Identify and champion efforts to reduce technical debt and improve system performance through continuous refactoring and optimization.
  • Proactively identify and resolve system bottlenecks and issues using observability and monitoring tools.
  • Drive impactful improvements in system reliability, ensuring seamless user experiences and alignment with business priorities.

Collaboration, Innovation & Mentorship

  • Partner with product managers, designers, and stakeholders across the organization to align technical solutions at a strategic level with customer needs and evolving business goals.
  • Develop a deep understanding of product-market fit, business metrics, and customer empathy to inform analysis and data-driven decision-making.
  • Mentor and guide engineers across varying experience levels, fostering technical growth and knowledge sharing through outcome-based sponsorship.
  • Communicate complex technical topics to diverse audiences, ensuring clarity and alignment on technical decisions.
  • Foster a psychologically safe environment through knowledge-sharing initiatives, peer collaboration, conflict-reduction tactics, and emotional intelligence.
  • Evaluate and integrate emerging technologies and tools to enhance engineering capabilities and product innovation to foster a culture of continuous learning and experimentation.

Qualifications:

  • 7+ years of professional development experience in high-performing teams.
  • Advanced proficiency in developing frontend applications ( React, Typescript ), API design and data modeling (MongoDB, MySQL, Postgres).
  • Experience building and maintaining AWS applications using infrastructure-as-code tools (CloudFormation, AWS CDK).
  • Hands-on experience with Docker, Kubernetes, or other container orchestration tools.
  • Proven ability to write clean, maintainable, testable code, following test-driven development, CI/CD pipelines, and modern DevOps best practices.
  • Proficiency in threat modeling, secure-by-design principles, and ensuring compliance with GDPR, SOC2, and other regulatory requirements.
  • Advanced skills in debugging, performance tuning, distributed tracing, and log correlation across microservices.
  • Demonstrated ability in integrating AI code assistants to enhance development productivity and code quality, with hands-on experience using at least one of the following: GitHub Copilot, Cursor, RooCode, or RooCline.
  • Skilled at determining and tracking meaningful engineering metrics to validate solutions and drive decision-making.
  • This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT)

Bonus Points for:

  • Experience working in a tech company or high-growth startup.
  • Willingness to contribute outside of core expertise to drive impactful work forward.
  • Developing infrastructure as code in Go.
  • Familiarity with Agile development methodologies (Scrum/Kanban, JIRA).
  • Experience with pair programming and collaborative development techniques.
  • Active contributions to open-source projects or participation in developer communities.

Employee Benefits & Perks

  • Compensation: Salary + Equity
    • Our salary range for this position is $166k - $215k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
  • PTO
    • Flexible time off that you are encouraged to use
    • Generous paid company holidays and breaks throughout the year 
    • Monthly friends & family day
    • Paid time off to volunteer in your community
  • Health and Wellness Benefits
    • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
    • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match)
    • Guest speakers & reimbursement for learning opportunities
  • Extra
    • Flexible work schedule + hours
    • Family-friendly work environment. We support the complexity of a remote world with the needs of families
    • Optional company-sponsored events and travel throughout the year
    • $500 Work from home stipend + Apple accessories 

About Trust & Will: 

  • We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
  • We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
  • Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.
  • California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.

 

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