Solutions Engineer, Growth Marketing at Opto Investments

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Alternative Investments, Wealth ManagementIndustries

Requirements

Onsite presence 3 days per week in SF
Ability to partner with growth marketing, sales, and engineering teams (implied experience/collaboration skills)

Responsibilities

Partner with growth marketing, sales, and engineering teams
Develop and execute (technical) experiments to improve user acquisition and revenue generation
Build cutting-edge web experiences to drive acquisition, engagement, and business among the Registered Investment Advisor (RIA) community
Build and maintain integrations with marketing tools, analytics platforms, and HubSpot (CRM and web chassis)
Support sales and marketing teams on lead flow and lifecycle management
Automate processes with the broader engineering team
Build, drive, and execute on an aggressive marketing roadmap incorporating AI tools and other MarTech to achieve broader scale and automation for marketing and sales

Skills

HubSpot

CRM

Analytics Platforms

AI Tools

MarTech

Web Development

API Integrations

Process Automation

Opto Investments

Tech-driven private markets investment platform

About Opto Investments

OptoInvest offers a technology-driven investment platform for the wealth management community, focusing on private markets like private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by providing curated investment opportunities and customizable solutions, while aligning its interests with clients by investing its own capital in the deals it offers. Unlike competitors, OptoInvest does not receive fees from fund managers, fostering trust and commitment to client success. The company's goal is to enhance investment outcomes and build long-term partnerships with fiduciaries.

New York City, New YorkHeadquarters

2020Year Founded

$141MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees