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 Indianapolis, IN vacancy
- ...client service for established Oxford CIO clients. Duties &... ...delivers effective and appropriate investment advice. Serves as lead relationship... ...programs Works closely with the Chief Practice Development Officer on new opportunities Makes joint...SuggestedNight shift
Oxford Financial Group, Ltd.
Carmel, IN3 days ago $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
Indianapolis, IN1 day 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
- ...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
- ...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...
- ...Indiana Credit Union League, Inc. is seeking its next Chief Information Officer to lead technology strategy, accelerate digital transformation, strengthen... ...with the CEO and Board on strategic initiatives. The CIO will guide enterprise architecture, payments, and operations...
$107.43k
...and appraising the effectiveness of each phase of the prosthetic clinical program in accordance with congressional mandates, central office directives and VISN policies, contracts and procedures taking into account the diverse needs of local station management.Approves...Contract workFor contractorsSeasonal workWork at officeLocal areaTrial periodMonday to Friday- ...Summary: Under the direct supervision of the Chief Operating Officer, and in accordance with established Firm policies and procedures, the Chief Human Resources Officer (CHRO) provides strategic oversight and leadership for all functions of Human Resources, including...Full timeWork at officeLocal area
Barnes
Indianapolis, IN1 day ago - ...future? We are currently searching for an experienced Survey Crew Chief in Indiana to support our Midwest Region (IN, IL, KY, and OH).... ...well as fostering a diverse and inclusive workplace in all of our offices nationwide. Key Benefits Employee Stock Ownership Plan (ESOP)...Temporary work
Volkert
Indianapolis, IN2 days ago $215k - $235k
...Chief Executive Officer Alpha Chi Omega Indianapolis, Indiana (remote) The Moran Company is pleased to partner with Alpha Chi Omega... ...includes business analysis to inform capital expenditures and investments required to make certain the safe and competitive housing...Work at officeRemote workFlexible hoursShift workWeekend workAfternoon shiftThe Moran Company Llc
Indianapolis, IN1 day ago- ...of our patients, families, and communities every day. Overview NeuroPsychiatric Hospitals is looking for a Facility Chief Executive Officer at our Greenwood, IN location. NPH is the national leader in providing medical and neurobehavioral care to patients in acute...Contract workFor contractorsLocal areaFlexible hours
NeuroPsychiatric Hospitals
Greenwood, IN1 hour ago - ...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
- ...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
- ...Structurepoint, Inc. is seeking a strategic Chief Information Officer to lead technology vision,... ...operations from Indianapolis. The CIO will drive digital transformation, ensure... ..., scalable technology, and align tech investments with business objectives while serving...
- Survey Crew Chief Job Locations US-IN-Indianapolis Category Survey / Geospatial... ...dynamic and multidisciplinary team. Our office is located in the city, offering a... ...significant impact. At CEC, we believe in investing in our employees. You'll benefit from...Full timeTemporary workWork at officeLocal areaRelocation package
Civil and Environmental Consultants
Indianapolis, IN2 days ago - ...(CEC) in Indianapolis is seeking a Survey Crew Chief to join our dynamic and multidisciplinary team. Our office is located in the city, offering a vibrant work... ...make a significant impact. At CEC, we believe in investing in our employees. You'll benefit from performance...Temporary workWork at officeLocal areaRelocation package
Civil & Environmental Consultants, Inc.
Indianapolis, IN3 days ago - ...seeking an energetic, adaptable and solution oriented Survey Crew Chief in Indianapolis, IN who will be able to take and follow... ...stakeout and various land surveys with minimal assistance from office support team. Prepare or receive from the PM, the Health, and...Temporary workWork at officeLocal area
Colliers Engineering & Design
Indianapolis, IN3 days ago - *This position will report to our Indianapolis, IN office. HWC Engineering is currently seeking an energetic, adaptable, and solution... ...but also be able to think independently, as a Survey Crew Chief. The ideal candidate will be able to work autonomously and remotely...Full timeWork at officeLocal areaRemote workWork from homeFlexible hours
HWC Engineering
Indianapolis, IN4 days ago - ...Investment AnalystInvestment AnalystLocation: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office...Temporary workWork at officeLocal areaDay shift2 days per week1 day per week
Elevance Health
Indianapolis, IN1 day ago $55k
...we put our clients first and our people second - which means you'll thrive here. Based in Indianapolis, we're an SEC-registered investment advisory firm that's been recognized as: Best Financial Advisory Firm by USA Today Best Place to Work in Indiana by the Indiana Chamber...Temporary workLive inFlexible hoursInvst
Indianapolis, IN5 days ago$75k - $110k
...US Agriculture is an SEC-registered investment adviser that invests in and manages quality, sustainable farmland real estate across the... ...concepts such as IRR, NPV, and DCF modeling ·Proficiency in Microsoft Office Suite or other relevant technologies ·Strong verbal and written...Full timeWork at officeUS Agriculture
Carmel, IN4 days ago$156.27k - $253.95k
...Job Description Job Title: Chief of Airworthiness, US Working Pattern: Hybrid/Onsite, In office 3 days/week Working location: Indianapolis, IN Relocation is available for this role if appropriate Why Rolls-Royce? At Rolls-Royce we are proud to be a business...Full timeWork at officeLocal areaRemote workRelocationFlexible hours3 days per week- ...Chief Executive Officer (CEO) About the Company Globally recognized authority in veterinary CPR Industry Veterinary Type Educational Institution Founded 2012 Employees 1-10 About the Role The Company is in search of a Chief Executive Officer...
- ...Chief Executive Officer (CEO), Sweepstakes About the Company High-growth digital gaming business scaling a newly established sweepstakes operation. Industry Computer Games Type Privately Held, VC-backed About the Role The Company is seeking a Chief...
- ...Chief Executive Officer (CEO) About the Company Well-regarded professional association for interpreters in the heritage & culture sectors Industry Non-Profit Organization Management Type Public Company Founded 1988 Employees 1-10 About the Role...Remote work
- ...Chief Executive Officer (CEO) About the Company A well-established statewide organization with significant community impact. Industry Legal Services Type Non Profit About the Role The Company is seeking a Chief Executive Officer (CEO) to lead its...
- ...Chief Executive Officer (CEO) About the Company Leading K-12 B2B SaaS platform serving education customers with high retention. Industry... ...leading the company through a period of active growth and investment, with an anticipated exit in the next 2-3 years. The role...
- ...Chief Executive Officer (CEO) About the Company Innovative firm specializing in AI technology & services Industry Information Technology... ...candidate will be responsible for driving the company's investment, overseeing all business aspects, and guiding the...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Investment Officer (CIO). Be the first to apply!
Related searches
- nonprofit board member Indianapolis, IN
- survey crew chief Indianapolis, IN
- technology executive Indianapolis, IN
- process executive Indianapolis, IN
- executive functioning Indianapolis, IN
- senior executive director Indianapolis, IN
- chief growth officer Indianapolis, IN
- nonprofit executive Indianapolis, IN
- chief diversity officer Indianapolis, IN
- board member Indianapolis, IN