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.

Wealth & Investment Advisor — AI Product Consultant at goodfin