M

Moment

Unified fixed income trading and analytics

Marketing Leader

Full-Time
$180k - $250k/yr+ Equity grant + Annual performance-based bonuses
Mid
New York, NY, USA
In PersonFive days per week in the office.
Growth & MarketingMarketing Generalist & Management

About the job

Requirements
  • Experience building positioning and brand frameworks at a B2B company, along with writing copy, briefing designers, and shipping campaigns.
  • Strong judgment and high standards for content, design, and storytelling.
  • Willingness to learn fixed income deeply and represent it accurately.
  • Ability to drive the marketing function, propose a budget, set strategy, and execute.
Responsibilities
  • Own positioning across customer segments, including broker-dealers, registered investment advisers, global banks, and fintechs, and develop messaging frameworks.
  • Develop persona research and competitive analysis to inform campaigns.
  • Own the company’s visual identity and voice across the website, decks, social media, and product surfaces; collaborate with design teams and ensure high-quality external materials.
  • Translate technical capabilities into narratives for traders, advisors, compliance officers, and other target customer profiles.
  • Ship campaigns, customer case studies, launch materials, and executive content to drive qualified pipeline.
  • Set strategy for industry-event presence and drive client dinners, salon roundtables, and product launches in New York City and other key client cities.
Desired Qualifications
  • Four to eight years of marketing experience, with exposure to product marketing or startup go-to-market work.
  • Background in financial services, capital markets, or B2B fintech infrastructure.
  • A portfolio of personally shipped work, such as positioning, copy, brand systems, or campaigns, rather than work that was only managed.

About the company

Moment provides a unified fixed income platform that combines trading, risk management, and analytics. It offers real-time pricing and inventory for building bond ladders and other fixed income strategies, accessible via a modern REST API to automate portfolio management, including reinvestment and tax-loss harvesting. The platform wraps trading, research, portfolio optimization, reporting, and risk management into a single service, enabling clients to build personalized portfolios, set automated trading rules, and monitor open positions for risk control. What sets Moment apart is its end-to-end, fully automated, all-in-one solution with a fast integration path, designed specifically for fixed income workflows rather than generic trading tools. Moment’s goal is to accelerate fixed income capabilities for wealth managers, financial advisors, traders, and portfolio managers by delivering an integrated, data-driven infrastructure for trading, risk, and analytics.

Company Size

51-200

Company Stage

Series C

Total Funding

$134M

Headquarters

New York City, New York

Founded

2022

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Simplify's Take

What believers are saying

  • May 2026 funding totaled $78 million, signaling strong investor conviction after July 2025's $36 million round.
  • Moment now serves firms managing over $10 trillion, up from $300 billion eighteen months earlier.
  • Webull’s July 2026 managed bond portfolios put Moment inside first-to-market retail bond automation.

What critics are saying

  • Moment depends on a few giant clients; Edward Jones, LPL, and Hightower drive concentration.
  • MarketAxess, Ramp, and broker-dealers can internalize Moment’s workflows and squeeze pricing by 2027.
  • Fixed-income automation invites Bloomberg, BlackRock, and Charles Schwab to bundle competing platforms, commoditizing Moment.

What makes Moment unique

  • Moment’s unified API connects fixed income trading, portfolio construction, compliance, and risk workflows.
  • Former Citadel Securities quants built institutional automation for wealth firms like Edward Jones and LPL Financial.
  • MarketAxess and Ramp integrations extend Moment from trading infrastructure into cash management and liquidity distribution.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

401(k) Company Match

Paid Lunches

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

0%

2 year growth

0%
PR Newswire
Jul 27th, 2026
Webull launches first robo-advised bond portfolios from $500, powered by Moment

Webull has launched Managed Bond Portfolios, marketed as the first robo-advised individual bond portfolio offering for retail investors. The service, powered by fixed income infrastructure provider Moment, provides professionally managed portfolios of individual bonds through Webull Advisors. The offering includes two strategies: Enhanced Cash, investing in US Treasury securities with a $500 minimum and 15 basis point annual fee, and High Income, targeting 6%+ annualised income with a $2,000 minimum and 30 basis point fee. Traditional individually managed bond portfolios typically require $250,000 minimums with 0.50% to 1.00% annual fees. The service provides direct bond ownership whilst Webull Advisors handles portfolio construction and management. Moment's infrastructure enables the platform to deliver institutional-grade fixed income management at retail scale. The offering is available exclusively to US investors.

PR Newswire
Jun 9th, 2026
Ramp partners with Moment to automate corporate treasury with institutional-grade cash management

Moment, an AI operating system for investment management, has partnered with financial operations platform Ramp to bring institutional-grade cash management to corporate finance teams. The collaboration allows businesses to access professionally managed fixed income portfolios directly within Ramp's platform, which serves over 70,000 companies managing more than $200 billion in annual purchases. The partnership addresses a gap in corporate treasury, where companies previously faced a choice between basic embedded fintech products or operationally intensive legacy banking relationships. Through Ramp's Investment Account, customers can now access automated portfolio optimisation, reinvestment and rebalancing without manual workflows. The service is live today, with over $1 billion in new deposits added within the last three months. Moment works with firms managing more than $10 trillion in assets.

Moment
May 20th, 2026
Series C | Moment

Engineering the future of investment management with the world's leading financial institutions.

Business Insider
May 19th, 2026
Moment raises $78M as wealth firms managing $10T standardize on its AI operating system

Moment, an AI operating system for investment management, has raised $78 million in a Series C round led by Index Ventures, with participation from Andreessen Horowitz and Avra. The funding comes less than 10 months after the company's $36 million Series B. The New York-based startup now powers investment management for firms collectively managing over $10 trillion in client assets, up from $300 billion 18 months ago. Clients include Edward Jones, LPL Financial and Hightower Advisors. Founded by former Citadel Securities quants and traders, Moment replaces fragmented investment management software with a unified platform that enables AI agents to handle portfolio construction, compliance scanning, trading and tax optimisation across multiple asset classes. The company has raised $134 million in total funding.

Associated Press
May 5th, 2026
MarketAxess partners with Moment to bring institutional fixed-income liquidity to retail investors

MarketAxess, operator of a leading electronic trading platform for fixed-income securities, has partnered with Moment, an AI platform for investment management, to provide wealth managers and registered investment advisors access to institutional fixed-income liquidity. Moment's clients will now access liquidity from MarketAxess's network of over 2,100 institutional investors and dealers. The integration enables retail order-driven markets to connect with traditional institutional request-for-quote markets. Moment's clients manage over $10 trillion in assets and include LPL Financial, Edward Jones and Hightower. "By partnering with Moment, we are extending that institutional liquidity to retail investors, helping improve execution quality and outcomes for end investors," said Chris Concannon, CEO of MarketAxess. The partnership aims to reduce the bifurcation between retail and institutional fixed-income markets.