Financial Services
San Francisco, CA Apply Now Practice Interview
* This job might be expired as it was posted more than a month ago.
Full Stack AI Engineer at DataDasher
Description
About DataDasher Picture this: A senior financial advisor finishes a 45-minute client call feeling energized about the great conversation and clear next steps discussed.
But then reality sets in.
What the client doesn't see is the next two hours of meticulous work that follows—documenting every detail in the CRM, sending precise instructions to traders and client service associates, preparing compliance notes, and coordinating follow-up actions across multiple team members.
That single client conversation has now consumed the time of three to four highly skilled professionals.
Multiply this by four or five client meetings per day, five days a week, across an entire firm of advisors.
Suddenly, it becomes clear why the modern financial advisor is drowning in administrative work instead of doing what they do best: advising clients.
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 entirely on their clients.
- Role: Full Stack AI Engineer
- Company: DataDasher
- Location: San Francisco, CA
- Job found on: 9th of September, 2025
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Apply Now
Practice Interview
* This job might be expired as it was posted more than a month ago.
