{"id":733313,"url":"https://alion.io/job/wealth-forward-deployed-engineer","title":"Senior Technical Program Manager","company":{"id":686704,"name":"Wealth","domain":"wealth.com","url":"https://alion.io/company/wealth-4","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"A","score":95,"open_postings":10,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":82,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Product","role_family":"Product","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":240000,"max":280000,"currency":"USD","period":"year","gross":null,"usd_annual":280000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-08T19:08:55Z","employer_posted_date":"2026-09-08","last_verified_at":"2026-10-31T22:10:24Z","board_verified":true,"closed_at":null,"days_open":53,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":52},"description":"AboutWealth.com\nWealth.com is the industry's leading AI-powered 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.\nTrusted 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 Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform.\nWealth.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.\nRole Overview\nA Client-Facing Technical Program Manager (TPM) owns delivery with our largest enterprise clients. You run the weekly cadence, scope what clients ask for, push back when a request is unrealistic, and escalate the right issues at the right time, so our engineers can stay focused on the roadmap. You represent Wealth.com, not the client: our roadmap, our capacity, and what we will and won't do. This role reports into Engineering and partners closely with Product, Support, and the business.\nWhat You’ll Do\nRun the Weekly Client Cadence: Own the project plan, status, risks, and decisions with the client, so engineers join calls only when their depth is needed.\n\nScope with Judgment: Work out what a client request really requires, such as where SSN redaction should live (database, API, or UI), and turn vague asks into scoped, agreed requirements.\n\nSay No, and Say It Well: Push back with reasons and alternatives when a request is unrealistic, too large, or off-roadmap. Break \"A through Z now\" into \"A through C now, the rest later,\" without damaging the relationship.\n\nEscalate at the Right Time: Raise critical, blocked, or security-sensitive items early with a clear ask and an owner. Don't escalate everything, and never let an open item sit for months.\n\nKnow the Client and Our Plan: Learn each client's needs, constraints, and quirks, and weigh them against our roadmap, team capacity, and competing initiatives.\n\nCross-Functional Collaboration: Work daily with Engineering, Product, Support, and the business side, translating client needs into requirements and engineering constraints into language clients accept.\n\nHandle Hard Conversations: Deliver bad news, manage missed expectations, and keep communication steady through delays.\n\nBuild Repeatable Process: Turn what works for one enterprise client into playbooks, templates, and reporting that other large clients can reuse.\n\nWhat We’re Looking For\nTechnical Foundation: Past experience as a software engineer, or a computer science degree plus hands-on technical work. You can follow architecture and delivery tradeoffs and judge effort without being hand-held. You don't need to be coding today.\n\nProgram Management Experience: 7-10+ years running technical programs with external stakeholders. Prior TPM, consulting, solutions or forward-deployed engineering, or similar client-facing technical roles all count.\n\nProven Client-Facing Skill: Ability to describe a past client project, its conflicts, and how you handled them, clearly and without heavy prompting.\n\nWillingness to Say No: You hold a position under pressure, neither a doormat nor combative, and keep the client's trust.\n\nCross-Functional Track Record: Experience working with Product, Engineering, Support, the business side, and clients on go-to-market products.\n\nPlatform-Level Understanding: You learn how the whole product fits together, not only one client's slice, and use that to right-size requests.\n\nHigh Technical Presence: Exceptional written and verbal communication, adjusted for engineers, executives, and clients.\n\nPreferred Qualifications\nExperience with large enterprise or financial-institution clients\n\nFamiliarity with security, compliance, and due-diligence reviews\n\nExperience with enterprise integrations, SSO, or data handling (such as PII redaction)\n\nExposure to WealthTech, FinTech, or estate and tax planning (helpful, not expected)\n\nExperience building repeatable client delivery processes\n\nBenefits & Perks\nHybrid work arrangement in New York City (3x a week)\n\nExcellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.\n\n100% company-paid basic life insurance, short-term and long-term disability insurance.\n\n100% paid parental leave upon eligibility.\n\nCompany equity managed through Carta.\n\n401k with match and 100% vesting upon hire.\n\nFlexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.\n\nTake time off for holidays-and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.\n\nFree estate planning for life!\n\nWealth 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.","description_format":"text","description_chars":5438,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Hybrid work","Life insurance","Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-11T10:26:43Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.85,"p_room":0.9,"age_days":52,"expected_fill_days":82,"reasons":["conf:2","velocity","win:mid"],"computed_at":"2026-10-31T05:58:55Z"},"pay":{"stated_usd_annual":280000,"is_top_pay":true},"html_url":"https://alion.io/job/wealth-forward-deployed-engineer","json_url":"https://alion.io/job/wealth-forward-deployed-engineer.json","meta":{"generated_at":"2026-10-31T23:03:51Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35975,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":686704},"rest":"https://alion.io/mcp/rest/get_company?id=686704"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwealth-forward-deployed-engineer"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwealth-forward-deployed-engineer"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwealth-forward-deployed-engineer"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wealth-forward-deployed-engineer\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealth-forward-deployed-engineer"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":733313}},{"tool":"search_jobs","arguments":{"company":"wealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":733313},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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