Full Time Flex position in Remote

Job Description is seeking an experienced Chief Executive Officer to join their team. This full-time role is 100% remote, with the ideal candidate able to work within Eastern Time Zone hours.

OUR CLIENT, a Forbes Company, is powering a personal wealth movement, using artificial intelligence and advanced quantitative techniques to revolutionize investment possibilities. Download the award-winning app to explore themed investment kits, your all-in-one access to diversified, dynamic and top-performing private strategies. is looking to hire a CEO to lead the company’s next stage of growth. Over the last two years, the company has successfully launched its product and has proven product market fit. They are now looking for a highly entrepreneurial leader that can lead the company and successfully scale growth.


Qualifications and Experience: 

  • A minimum of 10 years servicing the needs of non-institutional investors.

  • Thorough understanding of individual investing, market investment, business models and investment products designed for individual investors.

  • Experience with platforms delivering digital investment advice and services.

  • Demonstrated executive leadership experience in developing companies in financial services.

  • Proven experience in efficiently scaling growth.

  • Proven ability to build monetization strategies.

  • Familiarity with broker, clearing and bank technology platforms.

  • Experience with the application of mobile apps to offer digital investment solutions a plus.

Leadership Characteristics:

  • Proven success as a leader, with the ability to articulate a clear and inspiring vision for while managing and hiring a high performing team.

  • Track record of creating and sustaining an organizational culture that fosters equity and belonging.

  • Exceptional interpersonal skills, with strong relationships across a diverse spectrum of stakeholders, and ability to influence leaders.

  • Excellent public speaking and communication skills.

  • Listening orientation and curiosity.

  • Strong critical thinking skills and an ability to solve problems in the face of complexity and ambiguity.

  • Understanding of organizational design, with proven success developing systems and structures that foster positive employee engagement and successful programs.