About the role
The role
As a Member of Technical Staff focused on Product, you’ll own entire product domains end to end. You'll work directly with our advisors, operators, and clients to understand what they need, then prototype, ship, and iterate fast. If you ship it, you own it
What you’ll build (and own)
- Advisor and operator surfaces. The tools your colleagues use to serve clients, built so one advisor can deliver high-touch service to far more clients than they could before. This is how the firm scales without the experience degrading.
- Consumer portals. Where clients interact with their advisor, see their full financial picture, and engage on their own terms. This is also our organic growth engine: the surface that turns a good experience into clients who come to us on their own.
- The AI that powers all of it. From the tools and skills agents use, to how those agents are embedded in the product itself. This is the layer that makes the other three feel intelligent rather than just digital.
Example problems you’d work on
These aren’t hypothetical; we’re actively working on versions of all of these.
- A research agent advisors actually trust. An advisor prepping for a client meeting needs to know how a pending divorce affects an estate plan, cross-referenced with tax law and the client's portfolio. The agent has to search proprietary data, integrations, and the web, then synthesize something the advisor can act on without second-guessing. "Close enough" isn't acceptable here. The hard part is building a system that knows what it doesn't know, and surfaces that uncertainty in a way that builds trust, under real constraints: compliance, auditability, and datasets where a stale answer is as harmful as a wrong one.
- Generative UI that doesn't break the advisor's flow. Our agents view and update the advisor's frontend in real time: dynamic scenarios, interactive plan adjustments, visualizations that shift as the conversation does. The challenge is ensuring agents can reliably render and manipulate our pages without feeling unpredictable. An advisor mid-call can't be troubleshooting their UI.
