Job Details

About GoodfinGoodfin 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 RoleWe'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 DoProvide input on investment analysis frameworks, diligence processes, and decision criteriaReview and test AI-generated analyses for accuracy, completeness, and practical usefulnessHelp calibrate AI outputs around risk, uncertainty, and suitabilityIdentify gaps, edge cases, and failure modes in AI reasoningParticipate in structured product reviews, testing sessions, and feedback loopsCollaborate with engineering and product teams to translate human judgment into system behaviorWhat We're Looking For4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocatorDeep 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 madeComfort working with early-stage products and giving candid feedbackInterest in how AI can responsibly augment human expertiseBonus: CFA, CFP, CAIA, or similar credentialsHow This Engagement WorksFlexible, part-time consulting arrangementProject-based or retainer-based (depending on fit)Regular collaboration with Goodfin's product and AI teamsNo obligation to bring clients or sell productWhy This Is InterestingDirect influence on how AI is applied to real investment decisionsOpportunity to shape the future of advisor-grade AI toolsIntellectual partnership with a senior, product-driven teamEarly 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.J-18808-Ljbffr