Goodfin · 13 hours ago
Business Operations
San Francisco, CA
Full-time
Onsite
Senior Level
$100K/yr - $175K/yr
5+ years expGoodfin is an AI-native private markets platform that helps accredited investors access and evaluate private investment opportunities. The role focuses on sourcing and closing high-quality private investments while engaging and onboarding investors onto the platform, emphasizing relationship building and execution.
Artificial Intelligence (AI)FinanceFinancial ServicesFinTechWealth Management
Responsibilities
Source private market opportunities (pre-IPO, growth equity, secondaries, structured deals) through direct outreach and partner networks
Build and manage relationships with founders, funds, family offices, and intermediaries
Drive deals from first conversation → diligence → structuring → close
Coordinate internal diligence, legal, and ops workflows to bring deals live efficiently
Develop repeatable sourcing channels, not just one-off wins
Identify, engage, and onboard accredited investors
Build trust-based relationships with HNWIs, angels, syndicates, managers, and family offices
Support investor conversations from first touch → allocation → repeat engagement
Work with product and marketing to improve conversion and investor experience
Help define and improve deal + investor pipelines
Build playbooks for sourcing, closing, and onboarding
Identify bottlenecks and fix them (process, tooling, communication)
Support new product, partnership, and market initiatives
Support administrative and compliance work, including support for tax filings, legal documentation and KYC/KYB procedures as needed
Qualification
Required
5+ years in biz ops, investing, private markets, fintech, BD, or high-performance sales/ops
Proven ability to source and close, not just support
Strong relationship builder with credibility across investors and operators
Moves with startup speed and urgency
Comfortable operating in ambiguity and independently setting paths for execution
Collaborates with product and engineering teams to develop and deepen our AI product and workflows
High judgment, attention to detail, and follow-through
Excellent communication skills
Actively uses AI tools and believes AI will transform financial services
Benefits
Competitive compensation + benefits
Company
Goodfin
GoodFin is an investment platform harnessing the power of AI to modernize private wealth management.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2022-03-22Seed
Leadership Team
Anna Joo Fee
Founder & CEO
Recent News
Irish Tech News
2025-10-11
Company data provided by crunchbase