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<h3><strong>About Goodfin</strong></h3>
<p>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.</p>
<h3><strong>The Role</strong></h3>
<p>We’re looking for experienced wealth and investment advisors to work with us to help shape the intelligence behind Goodfin’s AI products.</p>
<p>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.</p>
<h3><strong>What You’ll Do</strong></h3>
<ul>
<li>Provide input on investment analysis frameworks, diligence processes, and decision criteria</li>
<li>Review and test AI-generated analyses for accuracy, completeness, and practical usefulness</li>
<li>Help calibrate AI outputs around risk, uncertainty, and suitability</li>
<li>Identify gaps, edge cases, and failure modes in AI reasoning</li>
<li>Participate in structured product reviews, testing sessions, and feedback loops</li>
<li>Collaborate with engineering and product teams to translate human judgment into system behavior</li>
</ul>
<h3><strong>What We’re Looking For</strong></h3>
<ul>
<li>4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator</li>
<li>Deep familiarity with private markets (pre-IPO, growth equity, venture, private credit, or alternatives)</li>
<li>Strong analytical judgment and ability to explain how and why decisions are made</li>
<li>Comfort working with early-stage products and giving candid feedback</li>
<li>Interest in how AI can responsibly augment human expertise</li>
<li>Bonus: CFA, CFP, CAIA, or similar credentials</li>
</ul>
<h3><strong>How This Engagement Works</strong></h3>
<ul>
<li>Flexible, part-time consulting arrangement</li>
<li>Project-based or retainer-based (depending on fit)</li>
<li>Regular collaboration with Goodfin’s product and AI teams</li>
<li>No obligation to bring clients or sell product</li>
</ul>
<h3><strong>Why This Is Interesting</strong></h3>
<ul>
<li>Direct influence on how AI is applied to real investment decisions</li>
<li>Opportunity to shape the future of advisor-grade AI tools</li>
<li>Intellectual partnership with a senior, product-driven team</li>
<li>Early visibility into cutting-edge AI systems for private markets (and beyond — we will be launching other wealth products in 2026)</li>
</ul>
<p>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.</p>