The company seeks a Head of Investments with a proven track record of creating and launching new investment solutions in a leadership role.


  • Manage the launch of a Direct Indexing solution.
  • Drive cross functional product development, GTM strategy and operations.
  • Design and deliver against key operational and financial targets.
  • Develop a scalable quantitative investment process using portfolio optimization technologies.
  • Ensure client success across each phase of the customer lifecycle.
  • Build, develop and scale a newly emerging business unit.

Candidate Qualifications:

  • CFA strongly preferred
  • Must have a complete understanding of direct indexing, customizations, ESG overlays, tax transition, tax overlay and tools and processes to implement as such.
  • Strong operational experience running, analyzing, and improving systems that produce and deliver services.
  • A proactive member of management, ensuring close communication and coordination with the Chief Executive Officer as the business continues to grow.
  • Confident leader that can face off with senior executives at major financial institutions during sales prospecting, renewals and in times of crisis.
  • Executive presence is imperative; he / she will interact with an experienced management team, and will be asked to serve as a leader and culture carrier within the broader firm.
  • Strong organizational planning and financial planning skills which include collaborating closely with strategy, sales, marketing, and finance.
  • A proven leader with significant experience scaling teams who are hard-charging, motivated and who exceed their goals and targets.
  • A confident and experienced leader who can constructively challenge assumptions, develop efficient processes, and drive a commercial mindset throughout the organization.
  • A humble leader who checks their ego at the door and can effectively serve as a player-coach by doing whatever it takes to drive success.
  • A dynamic leader who can work with expediency to attract, retain, and develop top talent to support and meet the needs of a growing company
  • Loyal, highly sophisticated, positive, hard-working, energetic, and collaborative
  • An extremely process-oriented, results-oriented, and organized leader

Additional Qualifications:

  • Fintech experience is a major plus
  • Mergers & acquisitions experience is a plus
  • Public company and / or IPO experience is a plus

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