goodfin Verified
FinTech, Artificial Intelligence, Financial Services, SaaS
Wealth & Investment Advisor — AI Product Consultant
San Francisco, California, United StatesRemoteContract$40–$200 /yrPosted 2 months agoHidden Gem · YC Startup
Role summary
Goodfin, an AI-native investment platform for private markets, seeks experienced wealth and investment advisors to help shape their AI products. This consulting role involves providing domain expertise to train, evaluate, and refine AI systems. Responsibilities include inputting on investment analysis frameworks, reviewing AI-generated analyses, calibrating AI outputs for risk and suitability, and identifying AI reasoning gaps. The role requires 4+ years of experience in wealth/investment advisory or portfolio management, deep familiarity with private markets, and strong analytical judgment. This is a flexible, part-time, remote consulting arrangement.
### **About Goodfin**
Goodfin is an AI-native investment platform for private markets. We’re building agentic AI systems that help investors research, evaluate, and act on private investment opportunities with clarity and confidence.
### **The Role**
We’re looking for experienced wealth and investment advisors to work with us to help shape the intelligence behind Goodfin’s AI products.
This is not a client-facing advisory role and not a sales role. Instead, you’ll act as a domain expert — contributing your judgment, frameworks, and decision-making process to help train, evaluate, and refine how our AI thinks and behaves.
### **What You’ll Do**
* Provide input on investment analysis frameworks, diligence processes, and decision criteria
* Review and test AI-generated analyses for accuracy, completeness, and practical usefulness
* Help calibrate AI outputs around risk, uncertainty, and suitability
* Identify gaps, edge cases, and failure modes in AI reasoning
* Participate in structured product reviews, testing sessions, and feedback loops
* Collaborate with engineering and product teams to translate human judgment into system behavior
### **What We’re Looking For**
* 4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator
* Deep familiarity with private markets (pre-IPO, growth equity, venture, private credit, or alternatives)
* Strong analytical judgment and ability to explain how and why decisions are made
* Comfort working with early-stage products and giving candid feedback
* Interest in how AI can responsibly augment human expertise
* Bonus: CFA, CFP, CAIA, or similar credentials
### **How This Engagement Works**
* Flexible, part-time consulting arrangement
* Project-based or retainer-based (depending on fit)
* Regular collaboration with Goodfin’s product and AI teams
* No obligation to bring clients or sell product
### **Why This Is Interesting**
* Direct influence on how AI is applied to real investment decisions
* Opportunity to shape the future of advisor-grade AI tools
* Intellectual partnership with a senior, product-driven team
* Early visibility into cutting-edge AI systems for private markets (and beyond — we will be launching other wealth products in 2026)
If you care about the quality of investment decision-making — and want to help shape the tools that will define the next generation of wealth platforms — we’d love to talk.
Goodfin is an AI-native investment platform for private markets. We’re building agentic AI systems that help investors research, evaluate, and act on private investment opportunities with clarity and confidence.
### **The Role**
We’re looking for experienced wealth and investment advisors to work with us to help shape the intelligence behind Goodfin’s AI products.
This is not a client-facing advisory role and not a sales role. Instead, you’ll act as a domain expert — contributing your judgment, frameworks, and decision-making process to help train, evaluate, and refine how our AI thinks and behaves.
### **What You’ll Do**
* Provide input on investment analysis frameworks, diligence processes, and decision criteria
* Review and test AI-generated analyses for accuracy, completeness, and practical usefulness
* Help calibrate AI outputs around risk, uncertainty, and suitability
* Identify gaps, edge cases, and failure modes in AI reasoning
* Participate in structured product reviews, testing sessions, and feedback loops
* Collaborate with engineering and product teams to translate human judgment into system behavior
### **What We’re Looking For**
* 4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator
* Deep familiarity with private markets (pre-IPO, growth equity, venture, private credit, or alternatives)
* Strong analytical judgment and ability to explain how and why decisions are made
* Comfort working with early-stage products and giving candid feedback
* Interest in how AI can responsibly augment human expertise
* Bonus: CFA, CFP, CAIA, or similar credentials
### **How This Engagement Works**
* Flexible, part-time consulting arrangement
* Project-based or retainer-based (depending on fit)
* Regular collaboration with Goodfin’s product and AI teams
* No obligation to bring clients or sell product
### **Why This Is Interesting**
* Direct influence on how AI is applied to real investment decisions
* Opportunity to shape the future of advisor-grade AI tools
* Intellectual partnership with a senior, product-driven team
* Early visibility into cutting-edge AI systems for private markets (and beyond — we will be launching other wealth products in 2026)
If you care about the quality of investment decision-making — and want to help shape the tools that will define the next generation of wealth platforms — we’d love to talk.