Talent.com
Founding Advisory Partner (Investment Required, Board Observer Role)
Founding Advisory Partner (Investment Required, Board Observer Role)Confidential • Phoenix, AZ, US
[error_messages.no_longer_accepting]
Founding Advisory Partner (Investment Required, Board Observer Role)

Founding Advisory Partner (Investment Required, Board Observer Role)

Confidential • Phoenix, AZ, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Founding Advisory Partner (Investment Required, Board Observer Role)

About the Company

Building the AI-native Operating System for Pricing

Type

Privately Held

About the Role

Company is building the AI-native Operating System for Pricing, tackling the $600B lost annually to inefficient deal-desk processes and discounting. Our platform uses multi-agent AI to automate approvals, enforce guardrails in real time, and optimize pricing decisions inside Salesforce, SAP, and Oracle. We are seeking one senior operator or executive to join us as a Strategic Advisor & Early Investor, with Board-level involvement through an Observer seat. What this role offers : Direct participation in shaping the go-to-market and pricing strategy. Board Observer seat with visibility into governance and decision-making. Early equity position in a company building the category-defining pricing OS. Opportunity to collaborate with a team of operators, AI engineers, and enterprise veterans. Requirements : Background in SaaS, enterprise software, pricing, or GTM leadership. Ability to contribute strategic guidance and introductions at the enterprise level. Commitment of $100K SAFE investment to ensure alignment of incentives. This is an exclusive opportunity—we are only opening one Observer seat tied to our angel round. If you are interested in shaping the future of enterprise pricing and joining us at the ground floor, please reach out directly.

Travel Percent

Less than 10%

Functions

  • Board of Directors (non-operating)

Skills

  • Go To Market Strategy required
  • [job_alerts.create_a_job]

    Investment Investment • Phoenix, AZ, US

    [internal_linking.related_jobs]
    Wealth Advisor - America First Credit Union

    Wealth Advisor - America First Credit Union

    LPL Financial • Tempe, AZ, US
    [job_card.full_time]
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at America First Credit Union invites...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor Associate Intern

    Wealth Advisor Associate Intern

    Mission Wealth Management LP • Scottsdale, AZ, US
    [job_card.part_time]
    As a Barron’s Top 100 RIA firm and voted.Fortune, Pacific Coast Business Times, Inc.Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time.Wealth Advisor As...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Alternative Investments

    Director of Alternative Investments

    MOHR Talent • Phoenix, AZ, United States
    [job_card.full_time]
    Director of Alternative Investments.A leading national wealth management firm is seeking a.Director of Alternative Investments. You’ll lead the firm’s alternative investment strategy — overseeing du...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - Phoenix and Surrounding areas

    Financial Advisor - Phoenix and Surrounding areas

    Thrivent Financial • Phoenix, AZ, United States
    [job_card.full_time]
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Consultant, Portfolio Manager Specialist

    Investment Consultant, Portfolio Manager Specialist

    Morgan Stanley • Scottsdale, AZ, US
    [job_card.full_time]
    The Portfolio Manager Specialist is a senior level position on a FA / PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Healthcare Venture Fund Advisor

    Healthcare Venture Fund Advisor

    VirtualVocations • Tempe, Arizona, United States
    [job_card.full_time]
    A company is looking for a Healthcare Venture Fund Advisory Board Member.Key Responsibilities Support investment diligence by reviewing business models, commercial strategies, and competitive dyn...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    J.P. Morgan Wealth Management – Private Client Advisor Scottsdale, AZ ( Bell & Thomson Peak)

    J.P. Morgan Wealth Management – Private Client Advisor Scottsdale, AZ ( Bell & Thomson Peak)

    JPMorganChase • Scottsdale, Arizona, USA
    [job_card.full_time]
    Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Solutions Advisor - Participant Services

    Financial Solutions Advisor - Participant Services

    Bank of America • Chandler, AZ, US
    [job_card.full_time]
    Merrill Participant Services Financial Solutions Advisor.Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and gu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Advisor

    Portfolio Advisor

    Northern Trust • Phoenix, AZ, US
    [job_card.full_time]
    Investment Management Position.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust i...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Advisor I- Global Fund Banking

    Relationship Advisor I- Global Fund Banking

    First Citizens Bank • Phoenix, AZ, US
    [job_card.full_time]
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office. Together, Silicon Valley Bank and First Citizens offer you the strengt...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Corporate Development Associate

    Corporate Development Associate

    Republic Services • Phoenix, AZ, US
    [job_card.full_time]
    Corporate Development Associate.This Corporate Development Associate is responsible for analyzing financial and operating information for potential acquisitions, gathering and synthesizing market d...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Wealth Advisor - Wealth Advisory - Phoenix

    Senior Wealth Advisor - Wealth Advisory - Phoenix

    CliftonLarsonAllen • Phoenix, AZ, US
    [job_card.full_time]
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retirement Plan & Wealth Management Investment Advisor

    Retirement Plan & Wealth Management Investment Advisor

    Hub International Insurance • Scottsdale, Arizona, USA
    [job_card.full_time]
    As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    FINANCIAL ADVISOR

    FINANCIAL ADVISOR

    Jamie Grayem • Phoenix, AZ, United States
    [job_card.full_time]
    Base Salary + Quarterly Production Bonus + Full Benefis.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential lo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Advisor III - PNC Private Bank

    Investment Advisor III - PNC Private Bank

    PNC Financial Services Group • Phoenix, AZ, United States
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Fundraising Business Development Director

    Fundraising Business Development Director

    American Red Cross • Phoenix, AZ, United States
    [job_card.full_time]
    Please use Google Chrome or Mozilla Firefox when accessing Candidate Home.By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Partnership Liaison - Phoenix market

    Partnership Liaison - Phoenix market

    USPI • Phoenix, AZ, US
    [job_card.full_time]
    Partnership Liaison - Phoenix Market.A Partnership Liaison is responsible for physician and practice outreach for internal physicians. In accordance with enterprise and local strategic priorities, t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Phoenix, AZ, US
    [job_card.permanent]
    [filters_job_card.quick_apply]
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Location : .Flexible / Hybrid • Employment Type : Independent Contractor Why Join Us?.At Wisepath Financia...[show_more]
    [last_updated.last_updated_30]