Chief Investment Officer (CIO)
Confidential
Chief Investment Officer (CIO)
About the Company
Innovative equity crowdfunding platform
Industry
Internet
Type
Privately Held, VC-backed
Founded
2014
Employees
51-200
Funding
$76-$100 million
Categories
- Internet
- Accredited Investors
- Angel Investors
- Crowdfunding
- Equity Crowdfunding
- Finance
- Jobs Act
- Seed Capital
- Small Business
- Startup
- Startups
- Venture Capital
- Social Games
- Social Media
- Venture Capital & Private Equity
- Financial Contracts
- Investing
- Insurance
- Publishing
Specialties
- Startups
- Crowdfunding
- Equity Crowdfunding
- Technology
- Finance
- Capital
- Growth
- Marketing
- and Regulation Crowdfunding
Business Classifications
- B2B
- Marketplace
About the Role
The Company is seeking a Chief Investment Officer (CIO) to lead the launch of a full robo-advisory offering, with a focus on converting a significant client base to a discretionary, algorithmically-managed platform. This is a hands-on, builder's role that requires the CIO to personally design and run model portfolios, write the investment philosophy, select funds and ETFs, and define allocation and rebalancing logic. The successful candidate will also be the public face of the investment strategy, involved in regulatory filings, and will work closely with the engineering team to ensure the product is built and shipped according to the defined specifications. Applicants for the CIO position at the company should have a proven track record of building and running model portfolios, with a preference for those who have experience in a small-to-midsize RIA or robo-advisor setting. A CFA charter or equivalent is required, along with a strong working knowledge of modern portfolio theory, asset allocation methodology, and passive fund/ETF selection. The role demands a startup mindset, as the CIO will be responsible for building the investment function from the ground up. The ideal candidate will be comfortable with a hands-on approach, be able to write product requirements for the engineering team, and have the ability to set compliant talking points for client interactions. A background purely in compliance or legal is not suitable, as the focus is on investment judgment and the ability to work in a fast-paced, rapidly expanding FinTech environment.
Hiring Manager Title
CEO / President
Functions
- Finance
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Chief Investment Officer (CIO) in Charlotte, NC vacancy
- ...Chief of Staff to the Chief Information Officer (CIO) About the Company Globally recognized provider of IT infrastructure services Industry Information Technology and Services Type Public Company Founded 2021 Employees 10,001+ Categories...Suggested
- ...Chief Information Officer (CIO) and Chief Technology Officer (CTO) About the Company Expanding company in the payments & neo banking sectors Industry Banking Type Privately Held About the Role The Company is seeking a remote CIO/CTO with a strong...SuggestedRemote work
- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for sophisticated families. Industry Financial Services Type Privately Held About the Role The Company is in search of a Chief...Suggested
- ...organization continues to scale and mature.Hybrid work model with remote flexibility on designated days, along with lunch provided in the office.WHAT YOU WILL DOLead the transformation of the accounting organization as the company prepares for an anticipated IPO, establishing...SuggestedWork at officeRemote work
- ...Chief Information Officer (CIO) About the Company Premier provider of product eligibility, pricing & secondary marketing automation for the mortgage industry Industry Internet Type Privately Held Founded 2002 Employees 201-500 Specialties...Suggested
- ...About this role: Wells Fargo is seeking talent to join the Chief Administrative Office (CAO), housed within the Chief Operating Office (COO) for a 2027 summer internship. Learn more about the career areas and lines of business at wellsfargojobs.com. Business Overview...Rotational programFull timeWork experience placementSummer workInternshipSummer internshipWork at office
Wells Fargo
Charlotte, NC2 hours ago $100k
...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory... ...experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid...Full timeWork at officeLocal areaRemote work- Job SummaryThe Chief Estimators primary responsibility is to manage risk for the company... ...estimating role.Proficient use of all Microsoft Office Suite programs.Proficient in the use of... ...’ll join a team of people who are deeply invested in their work. From apprentices to...Weekly payPrice workContract workFor contractorsApprenticeshipFor subcontractorWork at officeLocal areaShift work
- We are currently searching for a Chief Estimator. The Chief Estimator is the primary member of the estimating team who is responsible... ...strong mathematical and computer skills. Proficiency with all MS Office products (Word, Excel, Access, PowerPoint).Expertise in one or more...For contractorsWork experience placementFor subcontractor
- ## MPTA Chief Executive OfficerApplylocations: Charlotte-Mecklenburg Government Centertime type: Full timeposted on: Posted Todaytime... ...visionary and experienced leader to serve as its next Chief Executive Officer (CEO). Reporting directly to and at the direction of the MPTA...Local area
Charlotteairport
Charlotte, NC4 days ago $205k - $340k
...factors.ABOUT THE FIRMK&L Gates is a fully integrated global law firm with lawyers located across five continents in more than 40 offices. We have experienced dramatic growth in the past decade and now rank among the largest U.S. based law firms in the world. We take pride...Full timeTemporary workLocal areaRemote work- ...President, Chief Officer, Vice President, Director About the Company High-growth digital businesses seeking AI-driven operators to automate and improve outcomes. Industry Internet Type Privately Held About the Role The Company is seeking a President...Casual work
$168k - $240k
...plans and governance models* Building IMOs (Integration Management Office) leadership* Managing integration synergies* Developing M&A... ...thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays,...Temporary workWork at officeLocal areaImmediate start- ...developing proformas, valuations, and underwriting for potential land investments.• Track critical date timelines for due diligence, takedowns,... ...as needed or assigned.What You Have:• Proficiency in MS Office, google earth, GIS.• Self-motivated and organized.• Strong...Work experience placementRemote work
- ...equipment used Required Skills and Experience: High school diploma or GED Minimum of 3-5 years of experience as a Survey Party Chief or equivalent field survey leadership role. Experience with oil and gas, pipeline, utility, or other linear infrastructure projects...Full timeNight shift
Encompass Energy Services, LLC
Charlotte, NC4 days ago - ...Chief Actuary About the Company Property and casualty insurer seeking an actuary to lead actuarial function. Industry Insurance Type Privately Held About the Role The Company is seeking a Chief Actuary to take on a pivotal role in leading the actuarial...Remote work
- ...Overview As a Survey Crew Chief for Civil & Environmental Consultants, Inc. (CEC) in our Charlotte, NC office, you'll lead and participate in field survey operations... ...At CEC, every team member is personally invested in serving our clients with integrity, delivering...Temporary workWork at officeLocal area
Civil & Environmental Consultants, Inc.
Charlotte, NC3 days ago - ...Survey Crew Chief Work Location: Atlanta, GA Salary: Based on experience and will be discussed with manager in interview Duties... ...Ensures crew follows company safety procedures. Coordinates with office staff and clients as required. Adheres to local, state, and...Work at officeLocal areaRemote work
Accura Engineering
Charlotte, NC4 days ago - ...Survey Crew Chief Job ID 15707 # of Openings 1 Job Location US-NC-Charlotte Category Surveying... ...with land surveying and civil engineering in our Charlotte, NC office. Dewberry is a leading, market-facing professional services...Work at officeLocal areaRemote workRelocation packageFlexible hours
Dewberry Engineers Incorporated
Charlotte, NC2 days ago - Global Support and Development seeks a Maritime Access Specialist (Salvage/Inspection) for its Charlotte, NC HQ to support maintenance and operation of maritime assets, including dive gear, sonar capabilities and related systems, with emphasis on safety and compliance. ...
gsdngo
Charlotte, NC5 days ago - ...Review and analyze due diligence information for potential land investments.Extract and analyze data from various sources, including the... ...ability to manage and prioritize workload.Must be proficient in MS Office, especially Word and Excel, with exposure to GIS, Metrostudy,...
- ...Survey Crew Chief Job ID 2026-12341 # of Openings 1 Location US-NC-Charlotte Category Survey... ...Buildings & Program Management; and Geospatial Technology. With offices nationwide and abroad, NV5 helps clients plan, design, build,...Full timeWork experience placementWork at officeLocal area
NV5
Charlotte, NC4 days ago - ...Survey Crew Chief Hoopaugh Grading Company, LLC ("HGC") is accepting resumes for the position of Survey Crew Chief. Must be an experienced survey professional. Responsibilities will include construction staking; the completion of As-built, Boundary, and Topographic...Temporary workFor contractorsMonday to FridayFlexible hours
Hoopaugh Grading Company, LLC
Charlotte, NC3 days ago - ...Chief Actuary About the Company Property and casualty insurance company seeking an experienced Chief Actuary. Industry Insurance Type Privately Held About the Role The Company is seeking a Chief Actuary to join their team. The successful candidate...
- ...providing high-quality surveying services across the Southeast with offices in the Savannah/Hilton Head, Charleston, Charlotte, and... ...work environment. We are seeking a skilled and motivated Crew Chief to lead our surveying teams in the field. As a Crew Chief, you will...
Atlas Surveying Co
Charlotte, NC3 days ago $110k - $125k
...profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real...Full timeWork experience placementCurrently hiringWork visaNight shiftBaird
Charlotte, NC2 days ago- ...Senior Investment AnalystNovant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e.g.,...
Novant Health
Charlotte, NC1 day ago - ...First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise....
First Citizens Wealth
Charlotte, NC4 days ago - Partner with Trading and Middle Operations teams to coordinate complex and varied tasks Oversee daily trade settlement and corporate actions workflow across multiple asset classes Support Investor Coverage and Marketing groups Create, update, and review investor reporting...
Mach Partners
Charlotte, NC2 days ago $149.52k - $175.9k
...utilization planning to support current and future business demand.Present platform health metrics, risk assessments, capacity plans, and investment recommendations to senior leadership.Ensure platform compliance with enterprise security standards, regulatory requirements,...Full timeWork experience placementLocal area3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Investment Officer (CIO). Be the first to apply!
Related searches
- associate chief medical officer Charlotte, NC
- nonprofit board member Charlotte, NC
- survey crew chief Charlotte, NC
- technology executive Charlotte, NC
- process executive Charlotte, NC
- executive functioning Charlotte, NC
- senior executive director Charlotte, NC
- chief growth officer Charlotte, NC
- nonprofit executive Charlotte, NC
- chief diversity officer Charlotte, NC