Full-Time

Business Development

RIA Channel

Confirmed live in the last 24 hours

Opto Investments

Opto Investments

51-200 employees

Tech-driven private investment platform for RIAs

Fintech

Mid, Senior

New York, NY, USA

Required Skills
Market Research
Communications
Requirements
  • RIA knowledge and network
  • Client Obsessed
  • Ability to manage ambiguity
  • Clear communication
  • Multi-asset class experience
  • Executive Presence
Responsibilities
  • Develop and iterate on go-to-market strategy
  • Drive platform signups and demand for investment product
  • Manage relationships and business growth with key accounts
  • Perform extensive private market research
  • Represent the value proposition of Opto to prospective customers
  • Identify market trends and new opportunities
  • Distill market insights to the software and finance teams

Opto Investments is at the forefront of providing a tech-driven private investment platform tailored for RIAs, specializing in a curated selection of investments across private credit, equity, real estate, and venture capital. This focus on relentless technological innovation empowers wealth management professionals to create customized investment strategies, making it an excellent workplace for those passionate about advancing the financial technology landscape while contributing to significant client-focused solutions.

Company Stage

Series A

Total Funding

$145M

Headquarters

New York, New York

Founded

2020

Growth & Insights
Headcount

6 month growth

34%

1 year growth

37%

2 year growth

53%