Investment Strategy Manager

Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.

Just as we focus on our customers, we also strive to create an inclusive environment where our employees can thrive and do impactful work. We are proud of the competitive products and company culture we've built and have been recognized as:

Forbes Fintech 50 2021

• Glassdoor Best Places to Work 2021
• Inc. Best-Led Companies 2021
• TIME 100 Most Influential Company 2021
• We're growing and looking for...
• We continue to hire Robinhoodies at a rapid pace to drive this journey, and with that growth comes necessary change. We're seeking culture builders and curious thinkers looking to co-author the next chapters of our story. We're in build mode, majorly expanding our team while also growing up as a company. Joining now means helping shape our structures and systems, then taking part as we launch into our ambitious future.
• Check out life at Robinhood on The Muse!

About the team:

Robinhood Financial (RHF) is the introducing brokerage of Robinhood. Today RHF offers a self-directed platform. Our mission is to deliver an excellent end-to-end customer experience and mitigate firm risk while supporting innovative brokerage and financial products. Robinhood wants to grow with our customers. We want to deliver the services they need at the important milestones in their lives.

The RHF Investment Strategy Manager will report to the Sr. Director of Investment Strategy. You will work cross-functionally with Product, Engineering, Compliance, Legal, Risk, and other teams. You will help complete high-priority projects, monitor business performance, identify improvements, and help develop a Policy Statement to ensure that the Product provides our customers with the proper tools to invest wisely. You will work with the Sr. Director to define requirements for investment products and investment tool offerings to our customers.

What you'll do day-to-day:

• Partner with the Sr. Director to develop and maintain investment methodologies.
• Partner with product, data science and eng teams to help design and execute on complex, months-long projects and product launches
• Drive analysis and execution on high priority projects that impact crucial metrics relevant to their business unit or product set
• Help write and be a SME for communications to customers regarding their investments and strategies
• Work with Learning & Development and CX in developing training for registered representatives supporting investment products
• Help with CX strategy to build out support model for investment products
• Assist with the review by Legal & Compliance of new features related to this product
• Work with Compliance to develop written policy and procedures when new features are introduced or product changes are implemented
• Identify and resolve operational and compliance issues that may arise during daily activities

About you:

• 7+ years of investment advisory experience at an RIA, broker-dealer, or financial services firm
• Knowledge of investment concepts, portfolio management, suitability, SEC Reg BI
• Ability to navigate ambiguity, learn quickly, think critically, and prioritize/own multiple projects
• Exceptional interpersonal skills and ability to develop strong working relationships
• Ability to work independently with a strong sense of ownership
• Resourcefulness, persistence, and ability to thrive in fast paced, entrepreneurial environment
• Strong analytical abilities, proficiency with data, and familiarity with making data-driven decisions
• Exceptional written and communication skills
• Knowledge of a Broker Dealer's and RIA's operations; Mutual Funds, ETFs, Brokerage Accounts and the Managed Account Industry
• Bachelor's Degree in Finance, Business, or Quantitative field
• FINRA SIE, Series 7 & 63 (If not held then earned within 6 months)

Bonus points:

• CFA or MBA preferred
• Experience interfacing with technical and non technical teams preferred

We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.

Robinhood promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review Robinhood's Privacy Policy please visit rbnhd.co/applicant-privacy.

Robinhood's benefits include generous time off, 401(k) participation with employer match, comprehensive health coverage, a health savings account (HSA), wellness benefits, backup childcare and education stipends (all benefits are subject to applicable taxes and based on eligibility).