Strategic Project Lead (Financial Services)

Coastal Wave RecruitingSan Francisco, CA

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Overview

Schedule

Full-time

Career level

Director

Remote

On-site

Job 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

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FAQs About Strategic Project Lead (Financial Services) Jobs at Coastal Wave Recruiting

What is the work location for this position at Coastal Wave Recruiting?

This job at Coastal Wave Recruiting is located in San Francisco, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Coastal Wave Recruiting?

Employer has not shared pay details for this role.

What employment applies to this position at Coastal Wave Recruiting?

Coastal Wave Recruiting lists this role as a Full-time position.

What experience level is required for this role at Coastal Wave Recruiting?

Coastal Wave Recruiting is looking for a candidate with "Director" experience level.

What is the process to apply for this position at Coastal Wave Recruiting?

You can apply for this role at Coastal Wave Recruiting either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.