Chief Investment Officer / Head of Investments

About This Opportunity

Our talent team is representing a confidential fintech organization that is launching a full robo-advisory offering. They need one exceptional investment professional to build it from the ground up—someone who has personally designed and run model portfolios, not managed a team that did.

This is a builder's role. You'll write the investment philosophy, select the actual funds and ETFs, define the allocation and rebalancing logic, and work directly with the engineering team to ship the product. You'll also serve as the named, public face of the strategy in regulatory filings and client-facing materials.

Responsibilities

• Design and own the Investment Policy Statement and model portfolio framework across multiple risk bands
• Select and maintain the fund and ETF lineup using clear, defensible due-diligence criteria including cost, liquidity, tax efficiency, and tracking accuracy
• Define rebalancing and tax-loss-harvesting logic and work hands-on with the engineering team to translate it into working product—you write the spec directly
• Serve as the named investment lead in Form ADV and all client-facing and marketing materials
• Partner with General Counsel and compliance to ensure proper RIA operations
• Set compliant talking points for licensed representatives discussing advisory accounts with clients
• Report directly to executive leadership with full ownership of the investment function

What We're Looking For

• Hands-on experience personally building and running model portfolios at a small-to-midsize RIA or robo-advisor—not delegated work
• CFA charter or equivalent demonstrated track record; proven ability to ship investment products matters more than credentials
• 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 translation
• Startup mindset: you're building this function from scratch, not inheriting a department
• Not a fit: candidates who expect to hire a team before proving the first version, those with purely institutional or oversight-level experience without hands-on portfolio work, or pure compliance/legal backgrounds

How We Work With You

Candidates apply directly through Get A Job.ai. Our recruiting team will conduct an initial screen to understand your background and fit. If we move forward, we'll submit your profile to our client for consideration. Please do not attempt to contact the client directly—all communication flows through our team to protect both your candidacy and the confidential nature of this search.

Pay

Compensation details will be discussed during the screening process based on experience and qualifications.

Benefits

• 100% covered medical, dental, and vision insurance
• Generous equity package
• Unlimited PTO and sick days
• 100% remote work with optional co-working space coverage
• Paid parental leave
• 401(k) program
• Flexible hours
• Team off-sites and celebration events

Equal Employment Opportunity: Get A Job.ai is committed to inclusive hiring practices and works with clients who value diverse candidate pools. We encourage applications from all qualified individuals regardless of race, color, religion, gender, national origin, age, disability, or veteran status.