Director of Investment
Zoe Financial
Niagara Falls, NY · $150k–$300k a year · Posted November 3, 2026
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Among financial managers, AI is already used for a large share of the tasks. Measured exposure for financial managers: 39% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...to lead portfolio construction and analytics on the Zoe platform. Zoe runs a multi custodial TAMP that independent RIAs use to manage client portfolios across Apex, Schwab, and others. Advisors choose from a marketplace of models built by leading asset managers, and...