Solutions Engineer, Opto Investments
Growth Marketing
$150-190k
+ Equity
3 days a week in office
Private market access for independent investment advisors
Be an early applicant
Private market access for independent investment advisors
21-100 employees
Be an early applicant
$150-190k
+ Equity
3 days a week in office
21-100 employees
Company mission
To empower fiduciaries with the technology to confidently invest in private markets.
Role
Who you are
- If you are a technology and HubSpot assassin and want to solve hard problems with us, you could be a good fit here.
- Hubspot expert with deep hands on experience
- Ability to abstract complex problems into elegant technical solutions
- Technical SEO performance for organic growth
- Proven experience implementing marketing automation workflows and optimizing lead capture mechanisms
- Solid experience using Google marketing platform (GA4, tag manger, search console etc)
- Strong knowledge of GTM and marketing data pipelines
- Passionate and knowledgeable about AI tools for marketing and a desire to not only dig in but ability to teach those around you
- Proficiency in programming languages such as Python, Javascript, and/or SQL
- Solid understanding of data structures, algorithms, and software design principles
- Excellent problem-solving skills and the ability to work in a fast-paced, collaborative environment
- Strong communication skills, both written and verbal, with the ability to convey complex technical concepts to non-technical stakeholders
- Strong bias toward tool building and process optimization over repetitive work
- Familiarity with financial markets and investment strategies is a plus
- 3+ years of relevant work experience
- Bachelor’s degree or equivalent experience
What the job involves
- In this role you will be the connector at the intersection of growth marketing sales, and engineering
- This is a boots on the ground role in our SF office (3 days a week ideally). As our first Growth Engineer you will partner with internal business units to develop and execute (technical) experiments to improve user acquisition and revenue generation for our rapidly growing company
- What does this practically mean? Well, one day this means wearing multiple hats and jumping from building cutting-edge web experiences that drive acquisition, engagement, and business among the Registered Investment Advisor (RIA) community to building and maintaining integrations with marketing tools, analytics platforms, and HubSpot (our CRM and web chassis)
- The next week could involve supporting our sales and marketing team on lead flow and lifecycle management and finding ways to automate this working with the broader engineering team
- What you need to know is that we are in the business of building for the future of wealth management so your role will be to build, drive and execute on an aggressive marketing roadmap incorporating (and educating) on the latests AI tools and other MarTech to achieve broader scale and automation for marketing and sales
- This unique opportunity offers an immense amount of ownership and a chance to gain both technical and business experience and take your career trajectory in whichever direction you want to grow. You will not need to do this on your own
- You will have seasoned marketing and sales leaders to help and some of the best engineering talent born of Silicon Valley DNA to help guide and shape the path with you
- Your ability to embrace our core values of courage, ownership and partnership
- Impact on conversion rates, user acquisition, and engagement with a 10X mindset and a scrappy test and learn approach
- Successful execution of assigned technical experiments and transparent reporting
- A roadmap for the future in your first 90 days
- Evaluate new AI tools and automation platforms, and bring the best into our workflow
- Efficiency in implementing and scaling new marketing technologies and measured impact on conversion, efficiency automation etc
- Results in designing and launching personalized outbound campaigns that feel handcrafted at scale with a focus on Registered Investment Advisors
- Influence on our content engine: apply a technology mindset to automating and personalization of our content and support execution including events, webinars, blog articles, feature release videos etc
- Your ability to own and optimize our GTM stack, including Hubspot, (CRM), Zapier, GA, SEM and other sales/marketing tools
- How you work with Sales, Marketing, and Product/Eng to test hypotheses and accelerate growth
Our take
For investment advisors looking to put together strong portfolios for clients, private investments represent a vast and attractive section of the market. However, these assets remain underused, with advisors having on average only 0-4% of their wealth invested in them, due in part to restricted access and lack of appropriate resources. Opto Investments enables Registered Investment Advisors to “level up” their practices, by providing access and insight into the private investment market.
Traditionally, access to private investments has been restricted to those with large teams of specialists who are able to assess the market and fill out the too-often convoluted paperwork. Opto Investment supplies a platform which combines these processes, allowing RIAs to explore the private market landscape and turn insights into actionable investments. The process is managed from start to finish, incorporating client goals throughout, with the company leading advisors from sourcing and diligence to investor servicing and reporting.
Opto Investments has already partnered with over 80 Registered Investment Advisors, and it has raised huge amounts of funding. With recent new launches and strategic partnerships secured, Opto is ready to transform how advisors approach private investments.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Sep 2022
$145m
SERIES A
Total funding: $145m
Company benefits
- Health insurance: We are proud to cover the premium for you and your dependents' medical, dental, and vision insurance
- Unlimited PTO: Solving hard problems is hard work. We want to make sure that you take the time you need to recharge
- 401k plans: Invest in your future. We offer every full-time employee a 401k, with more investment perks coming soon
- Fitness stipend: A monthly fitness reimbursement for classes and memberships to ensure you're able to invest in your health
- Commuter benefits: Reimbursement for public transportation and parking to lessen the burden of office travel
- Parental leave: Generous paid leave gives parents the time and space they need to support their family as it grows
Company HQ
NoMad, New York, NY
Leadership
Ryan V.
(CEO)Joined Opto in 2022 as CEo. Prior to that, they worked in Finance at BlackRock, Quellos Group, and aQuantive.
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