CTO / Full-Stack Developer – AI Financial Services Platform
Company: The Insomniac Hedge Fund Guy
Location: Remote / Hybrid (Utah or Bay Area preferred)
Compensation: Competitive salary + equity (from 20% option pool)
Reports To: Founder & Chairman
About Us
We’re building an ecosystem of AI-driven financial chatbots — each with its own personality, domain knowledge, and task capabilities — designed to revolutionize how people interact with financial services.
Our platform will feature multiple AI agents (e.g., Financial Planner, DIY Investor, Female Customer Chatbot) that share a common LLM brain, RAG domain layer, and secure memory system, enabling personalized, compliant, and interactive financial experiences.
Think: AI financial planners with personality, connected to real workflows.
Role Overview
We’re seeking a hands-on Full-Stack Developer / Founding CTO who can architect, integrate, and scale our AI agent platform — bringing together LLM frameworks, RAG pipelines, SDKs, and financial APIs into one seamless system.
You’ll be the technical founder responsible for turning a working concept into a production-ready, compliant platform that can handle thousands of financial conversations securely and intelligently.
Key Responsibilities
- Platform Architecture
- Design and implement the end-to-end system that connects multiple chatbot agents to a shared LLM, RAG, and memory layer.
- Build secure data flows between chat history, compliance dashboards, and third-party SDKs (IBKR, Schwab, Salesforce, Wealthbox).
- Develop APIs and middleware for task automation (lead gen, onboarding, scheduling).
- Integration & Development
- Implement RAG (retrieval-augmented generation) modules for financial domain knowledge.
- Integrate authentication, data storage, and analytics (OAuth, Google Analytics).
- Create APIs for financial data retrieval, client onboarding, and trading functions.
- Product Leadership
- Work with the Founder to define product roadmap and technical milestones.
- Evaluate AI frameworks (LangChain, LlamaIndex, OpenAI APIs) and select the right stack.
- Manage outsourced specialists (animators, UI/UX, AI engineers) as team scales.
- Security & Compliance
- Implement 5-year retention and compliance dashboards (date, time, summary logs).
- Design systems with encryption, access controls, and audit-ready data flow.
- Maintain adherence to SEC/FINRA guidance for financial education and data storage.
Technical Stack (Preferred Experience)
- Languages: Python, TypeScript, Node.js
- Frameworks: LangChain, FastAPI, Next.js, React, LlamaIndex
- Databases: PostgreSQL, Pinecone/Weaviate (vector DB), Redis
- APIs/Integrations: IBKR, Schwab, Salesforce, Wealthbox, OAuth2
- Cloud: AWS or GCP, with S3 + Lambda + Secret Manager
- AI/LLM: OpenAI GPT-4o / Anthropic Claude / OpenRouter models
- Other: WebSockets for chat, Google Analytics, security best practices
Qualifications
- 5–10 years of full-stack software development, i
- Optional- experience working with fintech & AI startups
- Deep experience integrating APIs, SDKs, and databases into scalable systems.
- Experience with conversational AI (chatbots, LangChain, vector search).
- Familiar with compliance, logging, and audit frameworks for regulated industries.
- Strong product sense — can translate financial workflows into intuitive UX.
- Startup mindset: comfortable building quickly with precision and autonomy.
Personality Fit
- Believes AI agents will redefine financial services.
- Comfortable in ambiguity, thrives in creation mode.
- Passionate about building a secure, compliant, AI-first platform.
- Excited to be an early builder, not just an engineer — a co-creator of a movement.
What We Offer
- Compensation & Growth Initial Stage (Demo Build): $135K–$165K/year.
- Future: Opportunity to convert into a full-time role with equity participation.
- As an early hire, potential to advance into CTO-level leadership as the company grows.