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Salary: USD 150,000 - 300,000 / annual
Zoe Financial is a venture-backed wealth platform ($45M raised, backed by Sageview Capital and the Opportunity Fund) that helps clients grow and protect wealth through technology and service. The company operates a multi-custodial TAMP serving independent RIAs, with offices in New York and Bogotá. Leadership includes former operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash.
As Director of Investments, you will lead portfolio construction and analytics for the Zoe platform. You own what goes into client portfolios: which investment models the platform offers, how they are evaluated, custom models built for RIAs, and the analytics behind portfolio conversations. You will be the investment voice advisors interact with when evaluating the platform, proposing portfolios to clients, or exploring new solutions.
Key responsibilities include:
- Managing the model marketplace: relationships with model managers, due diligence, onboarding, and review processes with audit-ready documentation
- Running investment governance: setting review cadence, preparing investment committee materials, and maintaining clear records of changes
- Communicating with advisors: explaining model changes, manager additions/removals, and market impacts in plain language; building education and training
- Building custom model portfolios tailored to advisor and client needs
- Leading advisor conversations on portfolio proposals, reviews, and sales meetings with RIAs
- Supporting sales and advisor recruiting by demonstrating competitive advantages in model lineup, portfolio construction, and transition analysis
- Owning account transitions: analyzing incoming accounts and building proposals that weigh tax impact, risk, and fit
- Developing analytics tools for model selection, portfolio fit, and performance conversations
You will report to the VP of Investments and work closely with trading operations, product, compliance, and sales teams. This is a hands-on individual contributor role at the start, with opportunity to build a team as the platform grows.
REQUIREMENTS:
- 8-10 years of experience in portfolio construction or investment management at an RIA, TAMP, asset manager, or OCIO
- Deep experience with model portfolios, SMAs or UMAs, and tax-aware transitions
- Confidence presenting portfolio construction to advisors and their clients
- Strong analytical skills and comfort with data (SQL or Python is a plus)
- CFA charter or progress toward it preferred
- Series 65 / Series 24 required
NICE TO HAVE:
- Experience with rebalancing platforms and multi-custodial operations
- Familiarity with direct indexing and alternatives
- Experience at a growing fintech or startup
