Strategic Project Lead (Financial Services)

Location
San Francisco
Workplace
On-site
Compensation
$150k – $225k + equity
Visa
Visa Sponsorship Available

About this role

We are looking for a Strategic Project Lead with 1-2 years of experience in investment banking, private equity, or a related finance role to join a YC-backed startup building reinforcement learning environments that train frontier AI models for financial services. You'll work directly with labs like OpenAI and Anthropic, shaping how the next generation of AI agents learn to do real finance work — and you'll have a massive impact at a 6-person team gearing up for a Series A.

What will you be doing?

Owning day-to-day delivery and quality of training environments shipped to customers (OpenAI, Anthropic, Google DeepMind), including managing contractors and running experiments

Acting as a de facto product manager — forming opinions on the product, working with engineers to ship features, and driving the product roadmap alongside the engineering team

Managing customer relationships: understanding requirements, setting expectations, and ensuring deliverables meet quality standards

Building operational systems from scratch — creating documentation, quality guardrails, and scalable processes to support rapid project cycles (months, not years)

Contributing to strategic and financial planning — pricing, revenue modeling, and evaluating project economics

Key Requirements

1-2 years of experience in investment banking, private equity, hedge funds, or top-tier consulting (MBB) — must be able to deeply explain the work you've done

Exposure to financial services — comfortable reviewing financial models and client deliverables for reasonableness

Demonstrated self-starter mentality — entrepreneurial side projects, started a business, or independently built something meaningful

Active experimentation with AI tools (ChatGPT, Claude, Cursor, etc.) — someone who has never tinkered with AI is not a fit

Must be full-time in-person in San Francisco (5 days/week in Dogpatch office)

What happens next

Skip the application pile. I get you in front of the people who decide.

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

A meeting lands on your calendar

When the company wants to meet, I get the call on your calendar. You just show up.

Culture & values

We are a fast-moving, small team of 6.

We have a brand-new office located in Dogpatch, San Francisco.

Know someone who'd be great for this?