Investment Strategy Lead for Advisor Portfolios

Zoe Financial; New York (NY); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Healthcare, Dental & Vision Coverage

401(K)

3 weeks PTO

Breakfast provided on Tuesdays

Lunch provided on Fridays

Job summary

Zoe Financial is hiring a Director of Investments in New York to lead portfolio construction and analytics on the Zoe platform. You will own the models offered, evaluate them, and build custom models for RIAs, with daily collaboration with trading, product, compliance, and sales to ensure scalable, clearly explained solutions.

You will report to the VP of Investments as a senior individual contributor, with room to expand the team as the platform grows, and you will work directly with advisors

Qualifications

• 8-10 years in portfolio construction or investment management.
• Deep experience with model portfolios, SMAs, or UMAs.
• Confident presenting portfolio concepts to advisors.
• Strong analytical skills and data familiarity (SQL or Python a plus).
• CFA charter or progress toward it preferred.
• Series 65 / Series 24.

Responsibilities

• Own the model marketplace and manage due diligence.
• Lead investment governance and committee materials.
• Explain changes to advisors and build training.
• Design and maintain custom models for RIAs.
• Lead advisor conversations on portfolios.
• Support sales and advisor recruiting with materials.
• Own transitions and tax-aware analysis.
• Bring analytics to portfolio decisions and build reusable tools.

Skills

Strong analytical skills

Portfolio construction

Model portfolios

Communication with advisors

Education

CFA charter progress

Series 65 / Series 24

Tools

SQL

Python

Job description

Zoe Financial is hiring a Director of Investments in New York to lead portfolio construction and analytics on the Zoe platform. You will own the models offered, evaluate them, and build custom models for RIAs, with daily collaboration with trading, product, compliance, and sales to ensure scalable, clearly explained solutions.

You will report to the VP of Investments as a senior individual contributor, with room to expand the team as the platform grows, and you will work directly with advisors