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About the role
StartEngine is launching a full robo-advisory offering, converting our existing base of ~3,000 Private-fund clients onto a discretionary, algorithmically-managed platform built around a 50/30/20 portfolio philosophy. We're hiring one person to build it: a working investment leader who has personally designed and run model portfolios before, not someone who has only managed a team that did.
What they're looking for
- 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
More about this role
StartEngine is launching a full robo-advisory offering, converting our existing base of ~3,000 Private-fund clients onto a discretionary, algorithmically-managed platform built around a 50/30/20 portfolio philosophy. We're hiring one person to build it: a working investment leader who has personally designed and run model portfolios before, not someone who has only managed a team that did.
This is a builder's role, not a figurehead role. You'll write the investment philosophy, select the actual funds and ETFs, define the allocation and rebalancing logic, and work directly with our engineering team to get it built and shipped. You will also be the named, public face of the strategy — in our regulatory filings, in client-facing materials, and in the pitch that convinces our existing clients to convert to advisory accounts.
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 our existing 14-person engineering...
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