About Us
The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.
We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website.
Role Details
Role overview:
We're looking for a fullstack engineer to build features across our platform. You'll own end-to-end delivery of product workflows, working across frontend interfaces and backend services to help financial advisors manage client data seamlessly across their tech stack.
Where you'll make an impact:
Build and ship features end-to-end, working across React, Node.js and Golang.
Develop user-facing workflows including data collection forms, reporting interfaces, and account management experiences that handle complex financial data.
Implement backend APIs and services that power our data syncing and orchestration capabilities, ensuring reliable data flow across systems.
Write well-tested, maintainable code and participate in code reviews, contributing to the team's technical quality and standards.
Collaborate with Product, Design, and other engineers to break down requirements, identify technical approaches, and deliver solutions efficiently.
Debug and resolve production issues across the stack, ensuring system reliability for our customers.
Requirements:
4-6 years of fullstack engineering experience with exposure to both frontend and backend development.
Solid fundamentals in web development, including JavaScript/TypeScript, modern frontend frameworks (React preferred), API design, and working with databases.
Comfortable working across the full stack - you may have a preference but can contribute effectively on both frontend and backend work.
Collaborative mindset and strong communication skills - you work effectively with teammates and ask good questions when you need clarity.
Eager to learn and grow your technical skills - you're curious about new technologies and open to feedback.
Self-directed and capable of owning features with minimal oversight, while knowing when to ask for input or guidance.
Bias toward shipping and iteration - you balance getting things done with building things well.
You'll stand out if you have:
Experience building B2B SaaS products or working in fintech/financial services.
Exposure to building integrations, working with third-party APIs, or data transformation pipelines.
Background at startups where you had to wear multiple hats and ship features independently.
Experience with testing frameworks and writing automated tests for both frontend and backend code.
Interest in using AI tools to improve your development workflow and productivity.
Our tech stack: React, TypeScript, Node.js, Fastify, Golang, PostgreSQL
Why Dispatch?
Why work at Dispatch?
We’re a highly experienced team with a track record of successfully building together. We’re well-versed in building for the best tech companies and asset managers.
We’re a well-funded company backed by top-tier investors.
We're laser-focused on customers and believe that a world-class user experience is critical for product and business success.
We move fast, iterate quickly, and have a high bar for what “excellent” looks like.
What we offer:
Competitive salary and equity options
High-quality benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental).
401K, HSA & FSA plans
OneMedical, HealthAdvocate, TalkSpace, and Teladoc memberships
Technology stipend
Unlimited PTO
Paid parental leave
Office space in San Francisco and New York for in-person working
Dispatch provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Dispatch is a wealth tech data orchestration company that solves the critical data management problem facing financial advisors. The company syncs client data across a financial advisor's technology stack, eliminating manual data collection and transcription across the 7-10 software tools advisors typically use. By providing seamless data integration and access control with compliance and audit capabilities, Dispatch enables advisors to achieve the efficiency of a fully-integrated software suite while maintaining freedom of tool choice. The company targets the $80T financial advisory industry, which has historically lagged behind self-service fintech in technological innovation.
