Wealth & Investment Advisor — AI Product Consultant

About goodfin

Building the next generation of wealth

Tech

Backend: AWS Lambda with Node.js and Express Frontend: React Infrastructure: AWS

The role

### **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.