About the focus

Bokal builds the first agents of artificial intelligence for financial consultations-agents who can see what is on the screen, understand the context, and take compatible measures: clicks, filling models, and multi-step workflow, via any tool, without applications programming.

Financial advisors spend 80 % of their time in the back office work. The focus is building:

• Automation to meet compatible artificial intelligence that embodies and activates the customer interactions.
• Artificial intelligence agents based on browser who carry out workflow tasks directly in the institution’s tools.
• Customer intelligence and performance training.

We are supported by VC with millions of financing and supported by the advisors of the leading wealth and investors, including Vanguard, Fidelity, RitHoltz Wealth Management, Commonwealth, Wischof Ventures, distributed projects and more.

📝 Overview of the role

The founding establishment engineer will work closely with CTO and CPO and a design to connect basic products features and develop the AI ​​Agen platform. The role covers the full stack: the front web applications, the browser automation, the integrity of the institutions, and the functioning of the artificial intelligence. Early ownership, fast charging and direct impact on the technical trend are essential for this position.

🔑 Main responsibilities

• Developing and preserving the basic features in Typescript Web application.
• Extending AI’s agent’s capabilities to deal with complex workflow through multiple institution tools.
• Building integration for wealthtech platforms (such as CRMS, Planning Program)
• Design size, security and compliance in an organized environment.
• Cooperation with product and design to determine technical methods and provide comprehensive features.

🎖 Qualifications

It must be

• 5 years experience in reaction and Typescript
• A capacity installed to charge full features in fast startup environments
• The ability to translate business needs and user into technical solutions
• Comfort work in mysterious and high -growth settings with advanced priorities
• Signed to work in the United States on a full -time basis

He prefers

• Nestjs experience
• Peton experience
• IOS or Android experience
• Saas Enterprise integration
• Fintech wallpaper or wealth management

⛳ Compensation and site

• Salary: 180 thousand dollars – 250 thousand dollars
• Stocks: 0.5 % – 1.5 %
• Hybrid: San Francisco Bay area (2-3 days per week)

👌 Benefits and privileges

• Comprehensive medical insurance, teeth, life and vision
• Retirement plan
• Participate in the paint for personal growth and learning
• 1000 dollars in the annual health and wellness salary
• Snacks office
• Senior 3x per week
• Team events: Table Nights, Smash Bros. Championships. Happy hours, cycling, pickled ball, and more

Contact us to learn more