Domain Lead, Family Wealth

Riviera

Our mission is to honor the families who build, and give them command of what they've built.

The families we serve have built companies, funds and legacies, and what they've built is complex. Their assets sit at dozens of custodians, with hundreds of investments across every asset class, layered trusts and entities, and capital moving between them constantly. Most of it is still tracked in spreadsheets and PDFs.

Riviera is the command center for family wealth: a single, accurate picture of a family's entire balance sheet. That picture is also the foundation for the intelligent tools that will help families direct their wealth, not just report on it. Riviera was built inside Santa Barbara Management, a family office that needed this and couldn't find it. SBM is our first client, and we're now bringing Riviera to others.

Why This Role Exists

You'll be Riviera's authority on how family wealth actually works, and the person who makes sure the product reflects it. You'll work closely with our Head of Product, Founding Designer, and engineering team.

What You'll Do

• Map the transaction universe. Every asset class has its own transaction types, and there are hundreds of them. Funds have capital calls, recallable distributions and equalization. Private companies have SAFE conversions, tender offers and acquisitions with earnouts. Public securities have corporate actions, option exercises and wash sales. Real estate has contributions, refinancings and 1031 exchanges. You'll catalog them across every module, triage what matters most, and define exactly how each one should be recorded, classified and reported.
• Define the business logic. For each module (private companies, funds, public securities, real estate, entities), you'll write the rules, data definitions and edge cases that engineering builds against. You'll know when the textbook answer and the family's answer differ, and which one we ship.
• Own reporting accuracy. You'll make sure the cost basis, gains, IRR, TVPI/DPI, unfunded commitments and look-through ownership come out right. You'll build the test cases and reference scenarios that prove it, and review what ships before a family sees it.
• Bridge onboarding and product. As new families join the platform, you'll work through their real holdings and documents and find what the product doesn't handle yet. Each gap becomes a defined requirement, not a one-off fix.
• Prototype and automate. When work repeats, such as classification, reconciliation checks or data validation, you'll build the first version yourself with AI tools. Then you'll partner with engineering to harden what works.

Who You Are

• Fluent in complex wealth. 4+ years inside a family office, wealth management, strategic finance, venture, or private equity environment. You understand how wealthy families hold assets (trusts, LLCs, partnerships, foundations, the ownership chains between them) and the financial ecosystem built around them. Product experience is a plus, not a requirement.
• Builders Mindset. You may have never worked directly in product before but you use AI tools daily to prototype, automate, and test ideas before anyone asks. You have taste and a point of view on what good looks like and your domain judgement shows up in how our Founding Designer and engineering team build.
• Presence and Pace. You move fast without losing focus and understand that we are built on the relationships with our clients. You bring optimism to the work and how we work together. You have a high social EQ and use a first-principles approach to new problems. You build frameworks the product and the team can reuse.
• Entrepreneurial by Nature. You are ambitious, innovative, and comfortable navigating ambiguity. You're an obsessive problem solver who doesn't wait for permission and keeps improving how you and the team work.

What We Offer

• A Category-Defining Problem. One of the most under-innovated, data-rich, and consequential categories in financial services. The people who join now will help shape what this company becomes.
• Exceptional Colleagues. The team behind Riviera has spent their careers building, backing, and operating category-defining technology companies. You will be working alongside people who have done this before at the highest level. The bar is high, and that's the point.
• The Conditions to Do Your Best Work. Competitive compensation, comprehensive benefits, access to cutting edge technology in an AI-enabled environment and the infrastructure to move fast. We work together in-person four days a week in our Chicago HQ because the best ideas and the strongest cultures are built in the same room.

About Santa Barbara Management

Santa Barbara Management is the wealth engineering firm for which Riviera was built — and its first client. Founded by accomplished business builders and investors who lived the complexity of extraordinary wealth firsthand, SBM was created to solve a problem the industry had never genuinely tried to solve. The model is fully integrated: investments, tax, trust and estate, financial operations, and strategic finance — one team, one fee, engineered around the family rather than the portfolio. Today, SBM serves some of the most accomplished founders and investors of our time. The technology SBM needed to deliver on that promise didn't exist. So we built Riviera.

Riviera is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of the above characteristics. Riviera is enrolled in E-Verify to confirm the identity and employment eligibility of all new employees.