USAWealth & Investment Advisor — AI Product Consultant
1 мес. назад
USASeniorRemote
investment analysisai product testingrisk assessment
Experienced wealth and investment advisors collaborate with AI and product teams to shape and refine AI-driven investment analysis and decision-making frameworks at .
Обязанности
- We’re looking for experienced wealth and investment advisors to work with us to help shape the intelligence behind ’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.
Другое
- 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.
- 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
- 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
- Flexible, part-time consulting arrangement
- Project-based or retainer-based (depending on fit)
- Regular collaboration with ’s product and AI teams
- No obligation to bring clients or sell product
- 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.