DataDasher .
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This range is provided by DataDasher. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$120,000.00/yr - $180,000.00/yr
About DataDasher
DataDasher changes everything. We’ve built the industry’s best AI-powered digital agent that silently rides along during client conversations, capturing every important detail while advisors focus on their clients. The moment a call ends, our AI immediately generates comprehensive meeting summaries, pre-populates CRM entries with precise bullet points, and drafts detailed instructions for support staff—complete with specific dollar amounts, account numbers, and deadlines.
Our platform synchronizes the entire financial advisor tech stack—emails, virtual meetings, cloud storage, and CRM systems—creating a unified intelligence layer that learns from every client interaction. Our compliance-friendly AI captures critical information, monitors communications for regulatory keywords, and helps prepare for future meetings by surfacing relevant client history and insights. DataDasher restores time for advisors to focus on meaningful client conversations.
This is how AI saves the wealth management industry from buckling under increasing demand—by transforming the most valuable professionals from overwhelmed administrators back into trusted advisors.
Position Overview
We are seeking an experienced AI Full-Stack Engineer to join our growing engineering team of 6. This role combines cutting-edge AI/ML technologies with modern full-stack development to build and enhance our advisor-assistant platform. You’ll work on everything from natural language processing and audio analysis to enterprise-grade security and CRM integrations.
Key Highlights
Hybrid - MWF in-person in our SF Financial District Office
Small team = big impact on product direction - you’ll work on everything from natural language processing and audio analysis to enterprise-grade security and CRM integrations
Key Responsibilities
Full-Stack Development: Build and maintain React.js frontend applications with modern UI frameworks
Develop robust Node.js/Express.js backend APIs and services
Design and implement PostgreSQL database schemas
Create real-time features using webhooks and Redis for caching
Implement enterprise authentication and authorization systems
AI Development
Design and implement advanced natural language understanding services using LLMs
Develop and optimize audio processing pipelines for meeting transcription and analysis
Build intelligent conversation analysis systems for generating summaries, action items, and client insights
Implement vector search capabilities
Develop financial advisor-specific NLP for client communication and relationship management
Enterprise Implementation
Build and maintain CRM integrations
Develop calendar and email integrations
Implement scheduling, payment, and management systems
Ensure data privacy and security best practices (encryption, secure API design)
Required Qualifications
Technical Skills
Frontend: 1+ years experience with React.js, modern JavaScript/ES6+, responsive web design
Backend: 1+ years experience with Node.js, Express.js, RESTful API development
Database: Experience with SQL databases
AI/ML: Experience with calling LLM APIs, vector databases
Cloud Services: Experience with Azure, Redis, enterprise-scale deployments
Authentication: OAuth 2.0, JWT, session management
Professional Experience
Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent experience)
1+ years of full-stack development experience
Bonus: 1+ years working with AI/ML technologies in production environments
Experience with enterprise software development
Strong understanding of software security principles and compliance requirements
What We Offer
Competitive salary and equity package
Hybrid work schedule
Opportunity to work with cutting-edge AI technology
Collaborative, innovation-focused team environment where you have real agency
An opportunity to wear many hats, across business development and product
Direct impact on the success of financial advisors and their clients
To Apply
Please submit your resume, and/or portfolio of relevant projects
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Engineering and Information Technology
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