R

Range

AI-driven wealth management with CFP guidance

Head of Quantitative Research

Quantitative ResearchConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 9 years of experience in quantitative research, portfolio management, or investment strategy.
  • A bachelor's degree in a highly quantitative field such as statistics, mathematics, economics, or financial engineering.
  • Strong grounding in portfolio theory, including mean-variance optimization, factor models, and risk-adjusted return analysis.
  • Fluency in Python and SQL for research and production work.
  • Direct experience building or maintaining tax-aware investment strategies, including tax-loss harvesting or direct indexing.
  • Experience with tax-aware long/short extensions and concentrated stock diversification.
  • A track record of shipping research into production.
  • Clear communication skills and comfort moving between deep research and fast-turnaround requests.

Responsibilities

  • Own the design and ongoing refinement of the core portfolio construction methodology, including asset allocation, security selection, and rebalancing logic.
  • Build rigorous backtests to validate model changes, weighing tradeoffs between tracking error, tax efficiency, and transaction costs.
  • Lead research on tax-aware strategies, including tax-loss harvesting and direct indexing, and turn findings into production rules.
  • Partner with Engineering to turn research into production code, and monitor live portfolio and rebalancing behavior after launch.
  • Evaluate new data sources, market data vendors, and modeling approaches that could improve member outcomes.
  • Present research findings and model changes to the CIO and Investment Committee in plain terms.
  • Contribute to published market commentary and represent Range at conferences and in the media.
  • Work with Compliance and Legal to confirm new strategies comply with Advisers Act obligations and Range's fiduciary standard.

Desired Qualifications

  • Experience in quantitative research, portfolio management, or investment strategy at a digital wealth management or asset management firm is ideal.
  • An advanced degree or progress toward the CFA designation is a plus.
  • Familiarity with portfolio risk tools such as Barra, Axioma, or Aladdin, or data vendors such as Bloomberg or FactSet, is a plus.
  • FinTech, registered investment adviser (RIA), or broker-dealer experience is a plus.

About the Company

Range

AI-driven wealth management with CFP guidance

Range.com provides a unified wealth management platform that combines AI-driven financial planning with the guidance of Certified Financial Planners. It serves individuals who want help with investments, taxes, cash flow, and estate planning. The product works by using proprietary AI to pull in real-time financial data and generate personalized advice, while CFPs offer human expertise. Clients access the service through a subscription that covers the platform and advisory support, with optional premium services. Range.com stands out by pairing advanced AI planning with human financial guidance in a single, easy-to-use platform, rather than offering separate tools or consulting. Its main goal is to simplify financial management by consolidating all financial needs into one place, helping clients manage their money more efficiently and make informed decisions.

Company size
201-500
Company stage
Series C
Total funding
$100M
Headquarters
McLean, VA
Founded
2021

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