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 4 days ago
Similar jobs that could be interesting for youBased on the Chief Investment Officer (CIO) in Austin, TX vacancy
$160k - $194k
...an exclusive, membership-based organization serving over 8,500 CIOs and senior IT leaders across 87 countries. These members (including... ...genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company,...SuggestedRemote workWorldwideGartner
West Lake Hills, TX2 days ago- ...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
- ...with the opportunity to take your career to the next level.As an Investment Specialist you are responsible for helping the Banker win new... ...coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act...Suggested
- ...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
- ...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
$58.4k - $67.2k
...Executive Assistant (To Chief Information Officer) Role Mission: The role of the Executive Assistant is to support the Chief with calendaring logistics, planning, and execution to ensure that team meetings and events are executed with strong vision and contribute to...Ongoing contractFull timeLive inWork at officeRemote workRelocationFlexible hours$120k - $170k
Position Title:Senior Manager, Hyperscale Investment Strategy (Sr Analyst)Locations:New York, NY | Boston, MA | Dallas, TX | Austin, TX | San Francisco, CAYour roleThe Senior Analyst will be a key member of the Global Hyperscale Team (“GHT”) at Digital Realty. This team...Full timeShift work- ...agreements. The department’s global structure, with personnel in each office, ensures accurate, results-oriented coverage around the clock.... ...to Portfolio Management and Trading staffExtract and review investment guideline coding from prospectuses, SAI's, investment...Full timeWork at office
- Job Summary Macdonald & Company is exclusively retained by an entrepreneurial real estate investment and development firm in Austin with an impressive track record of acquiring, developing, and operating real estate across multiple asset classes.This is an outstanding...Immediate start
$77.3k - $135.3k
...Supply Solutions Team is looking for a talented, experienced Colocation Lease Analyst based in our Seattle, Austin or DC corporate office campuses. In this role, you will be a key member of the Colocation Portfolio & Asset Management team, and report directly to the Colo...Contract workWork at officeFlexible hours- ...geospatial and construction-phase solutions. With more than 50 offices and 1,600 professionals, we deliver the scale, technology, and expertise... ...You Bring to SAM ~5+ years of industry experience; prior crew chief experience preferred ~ Valid driver's license and ability to...Work at office
SAM
Austin, TX5 days ago - ...Forge ahead with WSB. We are seeking Survey Crew Chief to add to our growing team. You will lead field operations that ensure accurate, dependable survey data for a wide range of projects. We're looking for a skilled surveying professional who can manage daily crew activities...Full timeTemporary workPart timeFor contractorsNight shift
WSB and Associates
West Lake Hills, TX4 days ago - ...Fortune World’s Most Admired Companies™ and in 2025, was listed in Forbes ranking of America’s Largest Public Companies. Chief Executive Officer (CEO) - Texas Neurorehab Center Texas NeuroRehab Center is a specialized treatment facility located ten minutes from...Contract workLocal areaRelocation package
Socket.dev
Austin, TX19 hours 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...
- ...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
- ...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
- ..., currently has an exciting full-time employment opportunity for a 4th - 6th year associate in the Corporate practice of our Texas offices. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 1...Full time
- ...Survey Crew Chief CBG Surveying is one of the oldest and most successful surveying companies in Texas, with over 30 years of industry experience. We are seeking a skilled Survey Crew Chief to join our team in the Greater Austin metropolitan area. This role is critical...For contractors
CBG Surveying Texas, LLC. / 214-349-9485
Austin, TX1 day ago - ...the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new... ...Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and...
$16 - $18 per hour
..., a leading player in the restaurant industry, is seeking a talented and motivated individual to join our team as a full-time Crew Chief . WHAT'S THE SCOPE? We offer a competitive hourly rate of $16 - $18 per hour . Full-time employees receive health insurance...Hourly payFull timeIHOP 1404 Garland
Austin, TX3 days ago$15.76 - $16.76 per hour
...Job Title: Crew Chief Location: 220 Louis Henna BlvdRound Rock, TX 78664 Compensation: $15.76 - $16.76 Worker Type: Employee Time Type: Full time Job Description: Embark on a rewarding career journey with us today as Crew Chief...Full timeFlexible hoursJiffy Lube
Round Rock, TX2 days ago- ...Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America Job Description Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is...Flexible hours
Kestra Investment Management, LLC
Austin, TX4 days ago - ...Investment Analyst The Texas Permanent School Fund (PSF) is a constitutionally established education endowment with a 150+ year history... ...Requirements ~ Domestic up to 10%. ~ Hybrid office/telework schedule. ~ Ability to work/travel outside of...Permanent employmentWork at officeRemote workFlexible hours
Texas Permanent School Fund
Austin, TX5 days ago - ...Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent... ...help their clients. This role will work directly with the Chief Investment Officer to research market and economic trends and communicate our...Flexible hours
Kestra Holdings
Austin, TX2 days ago $65k - $85k
Portfolio Analyst Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound credit and portfolio management decisions. This position will analyze...Altius Search Group
Austin, TX5 days ago- ...Fund Management team. The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target... ...demeanor and strong work ethic Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.)...Work experience placementWork at office
MicroVentures
Austin, TX5 days ago - ...Chief Revenue Officer (CRO)About ActiveProspectActiveProspect is on a mission to make consent-based marketing the most effective and trusted channel for customer acquisition. Our platform helps companies acquire customers at scale while ensuring compliance, transparency...
- ...together.We believe in the importance of in-office collaboration and fully intend for the... ...ongoing commitment to democratize access to investing and financial planning.Our organization,... ...our external and internal clients.As the Chief Architect for RBCT, you will provide...Full timeWork at office
$90k - $120k
...Investment Analyst Austin or New York (Hybrid) About the Role At Setpoint Capital, we focus on asset-backed private credit investments... ...01k, disability coverage, and flexible vacation. Setpoint has offices in Austin, New York, and Park City, UT and we're currently...Currently hiringLocal areaRemote workFlexible hoursSetpoint
Austin, TX5 days ago- ...School of Austin seeks an experienced, strategic, and visionary Chief of Safety & Security to lead and oversee a comprehensive campus... ...of protection on campus. The role reports to the Chief Operating Officer and collaborates closely with the Senior Team, serving as Incident...Local area
Regents School of Austin
Austin, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Investment Officer (CIO). Be the first to apply!
Related searches
- managing director of operations Austin, TX
- associate chief medical officer Austin, TX
- nonprofit board member Austin, TX
- survey crew chief Austin, TX
- technology executive Austin, TX
- process executive Austin, TX
- executive functioning Austin, TX
- senior executive director Austin, TX
- chief growth officer Austin, TX
- nonprofit executive Austin, TX