The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Own the product strategy and roadmap for the Advisor Marketplace, balancing: the needs of both sides – investors looking for advice and advisors looking to grow their practices.
Own the end-to-end marketplace funnel: discovery, matching and routing, scheduling, first-meeting show rate, advisor onboarding, and funded accounts – and drive measurable improvements at each stage.
Define and manage marketplace health: supply and demand balance, advisor quality and standards, lead allocation, and conversion, with clear metrics such as meetings booked and completed, accounts funded, assets under management, and net flows.
Partner with Engineering, Design, and Data Science to ship products from: concept to production, using research, experimentation, and analytics to guide prioritization and measure success.
Work with Compliance, Legal, and Risk to embed regulatory and operational: requirements directly into product design, advisor vetting, disclosures, and workflows.
Integrate the marketplace with the broader RIA platform, including TradePMR: and Robinhood’s app, so that advisor and client data, accounts, and custody flows connect seamlessly.
What they're looking for
- Drive go-to-market execution with Marketing, Sales, and Operations across: launches, advisor acquisition and onboarding, support readiness, and cross-functional communication.
- Explore how AI can improve the client experience when working with an advisor.
- Stay ahead of trends in wealth management, advisor technology, and marketplaces to inform long-term strategy.
