Teams at StartEngine

Build and lead StartEngine’s robo-advisory investment function. Design the investment philosophy, IPS, risk-based model portfolios, fund and ETF lineup, rebalancing and tax-loss-harvesting logic, and product requirements for engineering implementation. Serve as the named investment leader in regulatory filings and client materials, collaborate with legal and compliance teams, establish compliant advisory talking points, and own the investment function while reporting to executive leadership.

As a Business Development Representative, you will engage accredited investors, qualify their interest, set discovery calls, and educate them on private market offerings.

The role involves building relationships with accredited investors, guiding them through investment opportunities, and driving deal flow for StartEngine's crowdfunding platform.