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Strategic Project Lead (Financial Services)Coastal Wave Recruiting • San Francisco, CA, United States
Strategic Project Lead (Financial Services)

Strategic Project Lead (Financial Services)

Coastal Wave Recruiting • San Francisco, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Strategic Project Lead

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 AIhelping 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
  • 13 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

Salary & Equity

Additional variable compensation is possible.

Visa sponsorship & Relocation

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Strategic Project Lead (Financial Services) • San Francisco, CA, United States

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