CoinTracker · 2 weeks ago
Founding Planner
United States
Full-time
Remote
Senior Level
$138K/yr - $190K/yr
5+ years expCoinTracker is building an AI-powered financial office to provide elite financial planning to high-net-worth individuals. They are seeking a Founding Planner to architect the decision-making processes for their AI agents, ensuring accurate and scalable financial advice.
BlockchainComplianceCryptocurrencyFinancial ServicesFinTechSoftware
Responsibilities
Architect the "Brain": break down complex decisions (e.g., “Should I exercise my ISOs?” or “Can I afford this home?”) into strict logic trees and "if/then" statements that our engineers can code
Train the AI: you will review AI-generated advice, correct its logic, and write the "System Instructions" that prevent hallucinations on tax and compliance topics
Solve edge cases: you will move beyond generic advice to handle the messy reality of our users—AMT crossover points, QSBS stacking, uneven cash flows, and multi-state tax issues
Define the standard: you won't just follow industry rules; you will define the guardrails for how AI interacts with fiduciary advice, writing the playbook the rest of the industry will follow in five years
Qualification
Required
Active CFP license
5+ years of experience creating tailored financial plans
Deep expertise in one or more planning domains (e.g., equity compensation, investment, retirement, estate planning)
Logic-driven: can explain the math behind your recommendations
Tech-Forward: you view AI as a superpower. You are likely the person in your current firm who builds complex 'Shadow Spreadsheets' because eMoney is too simplistic
Demonstrated ability to drive business impact
Hungry and motivated about making progress towards our mission
Say what you believe. Do what you say
Able to clearly talk about the details and also zoom out to the bigger picture
Low ego
High agency
Anti-corporate
Benefits
Equity in CoinTracker
Medical
Dental
Vision
401(k)
Life insurance
PTO
Company
CoinTracker
CoinTracker is the gold standard in cryptocurrency portfolio tracking and tax compliance.
51-200 employees
H1B Sponsorship
CoinTracker has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2023 (1)
2022 (2)
Funding
Current Stage
Growth StageTotal Funding
$101.62MKey Investors
AccelInitialized CapitalY Combinator
2022-01-27Series A· $100M
2018-04-10Seed· $1.5M
2018-02-15Pre Seed· $0.12M
Leadership Team
Jon Lerner
Co-Founder, CEO
Chandan Lodha
Co-Founder
Recent News
2025-12-03
2025-11-04
Company data provided by crunchbase