Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, but is forecast to grow to $29.2T by 2029. But the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size - from small investment advisors to large multi-family offices to private banks - to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.
Up for the challenge? Come join us.
About the Role
In this role you will be the connector at the intersection of growth marketing sales, and engineering.
This is a boots on the ground role in our SF office (3 days a week ideally). As our first Growth Engineer you will partner with internal business units to develop and execute (technical) experiments to improve user acquisition and revenue generation for our rapidly growing company.
What does this practically mean? Well, one day this means wearing multiple hats and jumping from building cutting-edge web experiences that drive acquisition, engagement, and business among the Registered Investment Advisor (RIA) community to building and maintaining integrations with marketing tools, analytics platforms, and HubSpot (our CRM and web chassis). The next week could involve supporting our sales and marketing team on lead flow and lifecycle management and finding ways to automate this working with the broader engineering team.
What you need to know is that we are in the business of building for the future of wealth management so your role will be to build, drive and execute on an aggressive marketing roadmap incorporating (and educating) on the latests AI tools and other MarTech to achieve broader scale and automation for marketing and sales.
If you are a technology and HubSpot assassin and want to solve hard problems with us, you could be a good fit here. This unique opportunity offers an immense amount of ownership and a chance to gain both technical and business experience and take your career trajectory in whichever direction you want to grow. You will not need to do this on your own. You will have seasoned marketing and sales leaders to help and some of the best engineering talent born of Silicon Valley DNA to help guide and shape the path with you.
How you will be measured
- Your ability to embrace our core values of courage, ownership and partnership
- Impact on conversion rates, user acquisition, and engagement with a 10X mindset and a scrappy test and learn approach
- Successful execution of assigned technical experiments and transparent reporting
- A roadmap for the future in your first 90 days
- Evaluate new AI tools and automation platforms, and bring the best into our workflow
- Efficiency in implementing and scaling new marketing technologies and measured impact on conversion, efficiency automation etc.
- Results in designing and launching personalized outbound campaigns that feel handcrafted at scale with a focus on Registered Investment Advisors
- Influence on our content engine: apply a technology mindset to automating and personalization of our content and support execution including events, webinars, blog articles, feature release videos etc.
- Your ability to own and optimize our GTM stack, including Hubspot, (CRM), Zapier, GA, SEM and other sales/marketing tools
- How you work with Sales, Marketing, and Product/Eng to test hypotheses and accelerate growth
Required Skills
- Hubspot expert with deep hands on experience
- Ability to abstract complex problems into elegant technical solutions
- Technical SEO performance for organic growth
- Proven experience implementing marketing automation workflows and optimizing lead capture mechanisms
- Sold experience using Google marketing platform (GA4, tag manger, search console etc)
- Strong knowledge of GTM and marketing data pipelines
- Passionate and knowledgeable about AI tools for marketing and a desire to not only dig in but ability to teach those around you
- Proficiency in programming languages such as Python, Javascript, and/or SQL
- Solid understanding of data structures, algorithms, and software design principles
- Excellent problem-solving skills and the ability to work in a fast-paced, collaborative environment
- Strong communication skills, both written and verbal, with the ability to convey complex technical concepts to non-technical stakeholders
- Strong bias toward tool building and process optimization over repetitive work
- Familiarity with financial markets and investment strategies is a plus
Background
- 3+ years of relevant work experience
- Bachelor’s degree or equivalent experience
Compensation and Benefits
Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $150,000-$190,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision insurance
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness, Commuter & WFH stipends
- Paid Holidays
This position is based primarily onsite in our San Francisco office.
Top Skills
What the Team is Saying
What We Do
Opto Investments is a technology firm changing the way fiduciaries experience private markets.
Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale.
We bring all of Opto to our partnerships and provide hands-on support as required across our partners’ private markets programs. We build funds to fiduciaries’ exact specifications in terms of asset class and structure. We also provide a branded investment platform with intelligent workflows that simplifies the private markets investment process, minimizes paperwork, saves time, and creates better advisor and client experiences.
Why Work With Us
Opto embraces a tech-forward approach to challenge traditional norms in the financial services space.
We value those who come to the table with strong opinions and constantly communicate our intent, execute with a purpose and learn from our mistakes. We are not afraid to do things differently.
Gallery
Opto Investments Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We take a flexible approach to working arrangements, based upon your needs and those of our business, spanning the spectrum from fully remote to fully in-office.
