Strategic Project Lead (Financial Services)

Coastal Wave Recruiting

  • San Francisco, CA
  • 30+ days ago
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    Skills

    • Academic Backgroundunmatched
    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Banking Servicesunmatched
    • Consultingunmatched
    • Customer Relationship Management (CRM)unmatched
    • Documentation Standardsunmatched
    • Economic Modelingunmatched
    • Entrepreneurshipunmatched
    • Equity Securitiesunmatched
    • Financeunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Hedge Fundsunmatched
    • Investment Servicesunmatched
    • Private Bankingunmatched
    • Product Pricingunmatched
    • Project/Program Managementunmatched
    • Quality Metricsunmatched
    • Reinforcement Learningunmatched
    • Requirements Managementunmatched
    • Startupunmatched
    • Strategic Planningunmatched

    Description

    Our client, an AI-driven financial services startup, is seeking a Strategic Project Lead to join its early team.

    This is a unique opportunity to work at the intersection of finance and frontier AI—helping build reinforcement learning environments that train next-generation AI models for real-world financial workflows. You'll partner directly with leading AI labs and play a critical role on a lean, high-impact team preparing for its next stage of growth.

    What You'll Do

    • Own day-to-day delivery and quality of training environments, managing contractors and running experiments
    • Operate as a de facto product lead, shaping features and partnering with engineering on product direction
    • Manage customer relationships, translating requirements into high-quality deliverables
    • Build operational systems from scratch, including documentation, quality standards, and scalable processes
    • Contribute to strategic and financial planning, including pricing, revenue modeling, and project economics

    Requirements

    • 1–3 years of experience in investment banking, private equity, hedge funds, or top-tier consulting (finance-focused)
    • Analyst/Associate at IB,​ PE,​ or hedge fund
    • Strong understanding of financial services and ability to evaluate models and deliverables
    • Proven ownership of projects or workstreams in high-performance environments
    • Entrepreneurial mindset, with evidence of side projects or building something independently
    • Hands-on experience experimenting with AI tools (e.g., ChatGPT, Claude, Cursor)
    • Strong academic background; technical or CS exposure is a plus

    Benefits

    Salary & Equity 

    Additional variable compensation is possible.

    Visa sponsorship & Relocation

    Numbers & Facts

    LocationSan Francisco, CA

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