Full-Time

Head of Quantitative Research

Posted on 9/10/2026

Range

Range

201-500 employees

AI-driven wealth management with CFP guidance

No salary listed

New York, NY, USA

In Person

The role follows an in-office schedule Monday through Friday. Relocation may be discussed for candidates outside the New York City area.

Bachelor's, Master's

Category
Quantitative Finance (1)
Required Skills
Bloomberg
Python
Quantitative Research
SQL

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Requirements
  • At least 9 years of experience in quantitative research, portfolio management, or investment strategy, ideally at a digital wealth management or asset management firm.
  • A bachelor's degree in statistics, mathematics, economics, financial engineering, or another highly quantitative field.
  • 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 rather than only publishing findings.
  • Clear communication skills and the ability to move 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 among tracking error, tax efficiency, and transaction costs.
  • Lead research on tax-aware strategies, including tax-loss harvesting and direct indexing, and turn the 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 Chief Investment Officer 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 that new strategies comply with Advisers Act obligations and Range's fiduciary standard.
Desired Qualifications
  • Experience at a digital wealth management or asset management firm.
  • An advanced degree.
  • Progress toward the Chartered Financial Analyst designation.
  • Familiarity with portfolio risk tools such as Barra, Axioma, or Aladdin.
  • Familiarity with data vendors such as Bloomberg or FactSet.
  • FinTech, registered investment adviser, or broker-dealer experience.

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, Virginia

Founded

2021

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Simplify Jobs

Simplify's Take

What believers are saying

  • Range raised $60 million on November 25, 2025, led by Scale Venture Partners.
  • Range reported 300% year-over-year revenue growth and over 5,000 high-net-worth customers.
  • Range added advisor roles, West Coast expansion, and broker-dealer services in 2026.

What critics are saying

  • On March 6, 2026, Hassan said Range will eliminate its advisor workforce.
  • Broker-dealer expansion invites SEC, FINRA, and suitability scrutiny across 2026.
  • A bad Rai recommendation can trigger lawsuits, churn, and brand collapse.

What makes Range unique

  • Rai, launched October 24, 2025, unifies tax, investing, cash flow, and estate planning.
  • Range charges flat annual fees, not AUM percentages, appealing to high earners.
  • CFP-backed human review plus AI speed creates a tech-enabled fiduciary service.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Time Off

Parental Leave

Meals

Fitness

Equity & Career Growth

Technology allowance

Growth & Insights and Company News

Headcount

6 month growth

4%

1 year growth

0%

2 year growth

2%
WealthTech Strategy
Dec 5th, 2025
Range Raises $60M Series C to Scale Its AI-Powered Wealth Management Platform

Range raises $60M Series C to Scale its ai-powered wealth management platform. Range has raised a $60 million Series C round led by Scale Venture Partners, with participation from Gradient Ventures, Cathay Innovation, and several new investors including 53 Stations. The financing brings the company's total capital raised to more than $100 million. As part of the round, Rocket Money CEO Haroon Mokhtarzada and Scale Venture Partners' Alex Niehenke will join the company's board of advisors, adding experience in consumer finance, product scaling, and venture-backed operational growth. The company plans to use the new capital to expand hiring across AI, product, and go-to-market functions while advancing its AI wealth manager, Rai, to deliver predictive planning and proactive tax optimization. Range also intends to grow its enterprise partnerships and broaden its investment solutions by adding broker-dealer services. The platform currently oversees $400 million in AUM and $9.5 billion in AUA, serving more than 5,000 high-net-worth customers across all 50 states. Range reports 300 percent year-over-year revenue growth, citing demand from households priced out of traditional advisory models. Its AI-driven advisor handles thousands of financial inquiries monthly and has reduced messaging to human advisors by half. With its latest funding, Range aims to expand its national footprint, particularly on the West Coast, and continue redefining wealth management accessibility through technology.

Range
Nov 26th, 2025
Range - Range Raises $60M Series C to Accelerate AI-Driven Wealth Management

Oversubscribed round led by Scale Venture Partners will fuel AI-technology development, West Coast expansion, and broker-dealer services. Rocket Money CEO Haroon Mokhtarzada, Scale Venture Partners’ Alex Niehenke will join the company’s board of advisors

Axios
Nov 25th, 2025
Range raises $60M for AI planning

Range has secured $60 million in Series C funding to enhance its AI-driven financial planning services for mass affluent households. CEO Fahad Hassan highlighted the importance of this funding as many Americans navigate complex financial decisions regarding retirement, taxes, and equity compensation without professional guidance.

Technologies.org
Nov 26th, 2024
Range Secures $28M to Transform Wealth Management

Range, an AI WealthTech platform, has raised $28 million in Series B funding, led by Cathay Innovation with participation from Gradient Ventures, bringing its total funding to $40 million. The platform's AI engine, Rai, offers financial advice 10-20 times faster and reduces fees by 75-90%. Founded in 2021, Range serves over 1,000 high-net-worth members and manages nearly $3 billion in assets. The funding will support product development and team expansion.

PR Newswire
Nov 26th, 2024
AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

MCLEAN, Va., Nov. 26, 2024 /PRNewswire/ - Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by Cathay Innovation and joined by Gradient Ventures and other investors.