Chief Investment Officer – Head of Investments

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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StartEngine

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

StartEngine is a company focused on equity crowdfunding, which allows startups and early-stage companies to raise capital from a large number of investors, including non-accredited investors. StartEngine provides a platform for companies to list their offerings and connect with potential investors, democratizing the fundraising process by utilizing online crowdfunding methods.

📋 Description

• Design and own the Investment Policy Statement and the 50/30/20 model portfolio framework across risk bands • Select and maintain the actual fund/ETF lineup using clear, defensible due-diligence criteria (cost, liquidity, tax efficiency, tracking accuracy) • Define the rebalancing and tax-loss-harvesting logic and work hands-on with the existing 14-person engineering team to translate it into working product • Serve as the named investment lead in Form ADV and in client-facing and marketing materials • Partner with the General Counsel and existing compliance team on operating an RIA alongside broker-dealer and funding-portal businesses • Set compliant talking points for licensed representatives discussing advisory accounts with clients • Report directly to the CEO / President with full ownership of the investment function

🎯 Requirements

• You have personally built and run model portfolios at a small-to-midsize RIA or robo-advisor — hands-on, not delegated • CFA charter or equivalent demonstrated track record; we care more about what you've shipped than the letters after your name • Working knowledge of modern portfolio theory, asset allocation methodology, and passive fund/ETF selection • Comfortable being publicly named as the face of an investment strategy, including in regulatory disclosures • 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 • Paid Maternity/Paternity leave • 401K program • Flexible hours • Be part of one of the fastest growing parts of the FinTech Industry • A chance to work with a highly profitable and rapidly expanding startup (not VC funded)