Chief Investment Officer / Head of Investments

📋 Description

• Design and own the Investment Policy Statement and the 50/30/20 model portfolio framework across
• Select and maintain the actual fund/ETF lineup using clear, defensible due-diligence criteria
• Define the rebalancing and tax-loss-harvesting logic and work hands-on with our existing 14-person
• Serve as the named investment lead in our Form ADV and in client-facing and marketing materials
• Partner with our General Counsel and existing compliance team to help them understand what's
• Set the compliant talking points our licensed representatives will use when discussing advisory

🎯 Requirements

• You have personally built and run model portfolios at a small-to-midsize RIA or robo-advisor —
• CFA charter or equivalent demonstrated track record; we care more about what you've shipped than
• Working knowledge of modern portfolio theory, asset allocation methodology, and passive fund/ETF
• Comfortable being publicly named as the face of an investment strategy, including in regulatory
• Able to write product requirements an engineering team can build from directly, without a translator
• Startup mindset: you're building this function from scratch, not inheriting a department

🎁 Benefits

• 100% covered Medical/Dental/Vision - pick your own plan
• Generous Equity package
• Unlimited PTO and sick days
• Paid WeWork Usage (optional)
• 100% Remote
• Team Off-sites and Celebration Dinners