# Director of Investment at Zoe Financial

- Company: Zoe Financial
- What the company does: Backed by Gaingels.
- Company website: https://zoefin.com
- Type: Startups
- Level: Principal and up
- Location: New York, NY
- Work setup: On-site
- Pay: $150K to $300K base salary per year (USD)
- Posted: 2026-10-21
- Apply by: 2026-12-05
- Apply: https://zoe-financial.breezy.hr/p/22c3a01a231c-director-of-investment?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/zoe-financial-director-of-investment/

## About the role

We are hiring a Director of Investments to lead portfolio construction and analytics on the Zoe platform. Zoe runs a multi custodial TAMP that independent RIAs use to manage client portfolios across Apex, Schwab, and others. Advisors choose from a marketplace of models built by leading asset managers, and our platform handles rebalancing, trading, and account transitions. As more advisors join and more models come onto the platform, Portfolio Construction and Analytics becomes a critical function. Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- 8-10 years in portfolio construction or investment management at an RIA, TAMP, asset manager, or OCIO
- Deep experience with model portfolios, SMAs or UMAs, and tax-aware transitions
- Confidence presenting portfolio construction to advisors and their clients
- Strong analytical skills and comfort with data (SQL or Python is a plus)
- CFA charter or progress toward it preferred
- Series 65 / Series 24


Source: 1752vc Careers, https://www.1752.vc/careers/jobs/zoe-financial-director-of-investment/