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 San Francisco, CA vacancy
$200.54k - $256k
...serve at the pleasure of the Appointing Officer. To be considered for this... ...tax collector, collection agent, and investment officer for the City and County of San... ...agency. Job Description The Chief Investment Officer (CIO) is responsible for overseeing the...SuggestedPermanent employmentFull timeContract workWork experience placementWork at officeLocal areaCity and County of San Francisco
San Francisco, CA13 days ago$400k
...Multi-billion-dollar independent RIA seeks a Chief Investment Officer to serve as the firm’s senior investment authority and shape the next evolution of their sophisticated, multi-strategy investment platform. This is a build-and-lead opportunity for an investment executive...SuggestedLeah Yosef International
San Francisco, CA1 day ago$220k - $245k
...VC Stack in San Francisco is looking for a Chief Investment Officer (CIO) to lead their investment strategy and oversee investment activities. This role requires 15+ years of experience, particularly in private equity or venture capital, along with a strong commitment...SuggestedVC Stack
San Francisco, CA1 day ago- ...Chief Investment Officer About the Company Multi-billion-dollar independent RIA serving ultra-high-net-worth clients with sophisticated multi-strategy investment platform. Industry Financial Services Type Privately Held About the Role The Company...Suggested
- ...Executive Assistant To The CEO/CIO & Retirement Board Secretary The San Francisco Employees' Retirement System (... ...Board Secretary, providing executive-level support to the Chief Executive Officer/Chief Investment Officer (CEO/CIO) and comprehensive administrative and...SuggestedWork experience placementWork at office
$128.55k - $222.82k
...Reporting to the AVP, the Investment Officer is responsible for the origination and management of profitable commercial mortgage loan investments within the Company's established risk and return parameters. This role involves marketing mortgage products to source high...Temporary workLocal areaHome officeFlexible hoursManulife and John Hancock
San Francisco, CA5 days ago- ...Chief Talent Officer (CTO) About the Company Nationally recognized network of public charter schools Industry Education Management Type Non Profit Founded 2006 Employees 501-1000 Categories E-Learning EdTech Education Elementary...
- ...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...
- ...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...
- ...Interim Chief Information Officer (CIO) About the Company Healthcare organization focused on patient care, compliance, and operational efficiency. Industry Hospital & Health Care Type Privately Held About the Role The Company is in search of an...Interim role
- ...Opportunity Information The Chief of Urgent Care provides clinical, operational, and strategic leadership for the Urgent Care service line, ensuring high‑quality, timely, and patient‑centered care while optimizing access, throughput, workforce engagement, and financial...Full timeSeasonal work
- ...Opportunity Information The Chief of Family and Internal Medicine provides clinical and operational leadership for the department, ensuring excellence in patient care, operational efficiency, and financial performance. Reporting to the Chair of Primary Care, the Chief...Full timeLocal area
$70k - $85k
...Company Overview KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance... ...accounting solutions. Familiarity with Geneva, Wall Street Office, or OMS/EMS platforms is a plus, not required. Strong analytical...InternshipWork at officeLocal areaKKR
San Francisco, CA4 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...
$95k - $120k
...Investment Operations Analyst Our client, a well-established investment firm in the Bay Area, is seeking an Investment Operations Analyst... ...investment reporting, and operational processes within its investment office. This position will pay between $95-120K on a base salary,...Work at officeDaley and Associates
San Francisco, CA3 days ago- ...Chief Executive OfficerWe are seeking an experienced CEO to lead and scale a global SaaS company through its next phase of growth. This executive will drive strategy, operations, product direction, and profitability while leading M&A initiatives and building a high-performing...
Joseph Michaels International
San Francisco, CA1 day ago $245k - $275k
...Camp Tawonga Chief Executive Officer Bay Area, California Salary: $245,000-$275,000 BACKGROUND The Organization For 100 years, Camp Tawonga... ...long-term sustainability. Foster engagement and personal investment among families, alumni, staff, donors, and community stakeholders...Summer workSeasonal workWork at officeWork from homeDRG Talent Advisory Group
San Francisco, CA1 day 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
- jobr.pro is seeking an IA Lead for Stablecoins and Digital Assets to design and lead a comprehensive internal audit strategy. This critical role requires extensive experience in auditing, risk management, and thorough knowledge of stablecoin mechanics. The candidate will...
Jobr
San Francisco, CA4 days ago - # Investment Analyst53 StationsAnalystPrivate EquityOn-siteLocationSan Francisco, United StatesDate PostedJune 25, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Analyst jobs in San Francisco, United States" are published...Permanent employmentFull timePart time
InforCapital
San Francisco, CA2 days ago - ...Ensuring coordination with and notification to CGA, OSR, or department research administration analyst of key activities as required by office procedures Providing advice and counsel regarding sponsored projects administration, including compliance regulations; and Serving...Contract workWork experience placementWork at officeWorldwide
University of California , San Francisco
San Francisco, CA2 days ago - ...We are working with a specialist digital asset investment fund looking to add a Senior Investment Analyst to a lean, highly experienced... ...investment environment such as a hedge fund, asset manager, family office or investment fund. Subsequently developed meaningful...Temporary workWork at office
Albert Bow
San Francisco, CA18 hours ago - ...The client is seeking a dynamic Chief Executive Officer (CEO) to spearhead the creation of a Solana-focused treasury initiative and capital markets vehicle designed to acquire and hold Solana as a long-term treasury asset. This role will lead efforts to raise capital,...
Confidential
San Francisco, CA18 hours ago - ...Associate Chief Information Officer (CIO), Education IT About the Company Recognized public research university Industry Higher Education Type Educational Institution Founded 1873 Employees 10,001+ Categories Association Education...
- We are seeking an Environmental, Health & Safety Specialist to support two operations. This is a field focused role for someone who can build strong relationships with employees and supervisors while driving safety and environmental compliance. What You'll Do ...San Francisco, CAmore than 2 months ago
- ...About the job Chief Executive Officer (CEO) Job Title: Chief Executive Officer (CEO) Location: San Francisco, California, United States Employment Type: Full-Time, Executive About Baseline At Baseline, our mission is to unlock the potential of...Full timeWork at officeLocal areaFlexible hours
Manatal Co., Ltd.
San Francisco, CA4 days ago $120k - $135k
...to gain deep domain expertise in M&A and capital raising in the technology sector. Union Square Advisors is a technology-focused investment bank that advises companies, founders, and financial sponsors on sell-side and buy-side M&A, growth equity and private capital raises...Full time$100k
...future of logistics but building what comes next. Job Title: Investment Analyst Program (IAP) 2027 Company: Prologis Investment Analyst... ...either San Francisco or New York City , with full-time, in-office presence required. We will consider candidate location...Full timeFor contractorsWork experience placementInternshipWork at officeLocal areaRelocationRelocation package- ...working on large commercial HVAC projects. ~ Knowledge in: OSHPD, and other State Building Codes are preferred. ~ Software knowledge in Trimble, Quickpen/Accubid, Microsoft Office (Word, Outlook, and Excel), and other estimating software are a plus. #J-18808-LjbffrFull timeFor contractorsWork at officeLocal area
Gulfstream Strategic Placements, LLC
San Francisco, CA18 hours ago - ...Chief of Development About the Company Internationally recognized organization promoting gender equality & social justice Industry Non-Profit Organization Management Type Non Profit Founded 2011 Employees 11-50 Specialties research program...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Investment Officer (CIO). Be the first to apply!
Related searches
- executive assistant to chief executive officer San Francisco, CA
- board member San Francisco, CA
- managing director of operations San Francisco, CA
- executive support San Francisco, CA
- financial executive San Francisco, CA
- supply chain executive San Francisco, CA
- managing director San Francisco, CA
- chief diversity officer San Francisco, CA
- executive assistant to president San Francisco, CA
- information technology executive San Francisco, CA