Director, Investment Strategy

Company: AlpacaDB, Inc.

Location: United States

Workplace: Remote

Employment Type: Full-time

Job Function: Investment Strategy, Capital Markets, Product Strategy

Seniority Level: Director

About AlpacaDB, Inc.

AlpacaDB, Inc. is a financial technology company providing modern brokerage infrastructure through developer-friendly APIs. Alpaca enables financial institutions, fintech companies, investment platforms, and other businesses to build and scale investing products across multiple asset classes.

Its platform provides access to equities, ETFs, options, fixed income, and crypto, while its brokerage infrastructure supports trading, custody, clearing, market data, and other capabilities required to build modern investment experiences. Alpaca serves hundreds of financial institutions across more than 40 countries.

About the Role

The Director, Investment Strategy will lead the development and execution of investment strategy initiatives supporting Alpaca's institutional, brokerage, and financial technology businesses.

This senior leadership role will combine investment research, capital markets expertise, strategic analysis, product strategy, and market intelligence to identify opportunities across traditional and emerging asset classes.

The Director will work closely with executive leadership, Brokerage, Product, Trading, Risk, Compliance, Finance, Business Development, and Engineering teams to translate market trends and investment insights into scalable products, strategic initiatives, and commercial opportunities.

Key Responsibilities

Develop and execute investment strategy frameworks aligned with Alpaca's corporate, brokerage, and product objectives.
Monitor global financial markets, macroeconomic developments, market structure, and emerging investment trends.
Conduct research across equities, ETFs, options, fixed income, digital assets, and other emerging asset classes.
Evaluate new investment products, trading capabilities, market opportunities, and financial services initiatives.
Translate investment research and market intelligence into actionable recommendations for senior leadership.
Partner with Product and Engineering teams to identify and prioritize investment-related product opportunities.
Analyze institutional and end-user investment needs to identify opportunities for new products and services.
Develop strategic frameworks for asset-class expansion, market entry, product development, and commercialization.
Evaluate competitive positioning across brokerage, wealth management, trading infrastructure, and embedded-investing platforms.
Build quantitative and qualitative models to assess market opportunities, investment strategies, product economics, and potential business impact.
Partner with Trading and Brokerage teams on market structure, liquidity, execution, and trading-related initiatives.
Work closely with Risk and Compliance teams to evaluate investment strategy considerations within regulated financial markets.
Develop investment theses, market outlooks, scenario analyses, and strategic recommendations for executive leadership.
Track developments in digital assets, tokenized securities, AI-driven investing, automated investing, and next-generation brokerage infrastructure.
Identify opportunities to integrate investment intelligence, analytics, and data-driven capabilities into Alpaca's platform.
Support strategic partnerships with financial institutions, asset managers, fintech companies, market-data providers, and capital-markets participants.
Develop executive-level presentations, strategy papers, investment research, and business cases.
Establish performance indicators for strategic investment initiatives and monitor results.
Mentor and develop investment strategy and market research professionals.

Investment Strategy AreasPublic Markets

U.S. equities
International equities
ETFs
Options
Fixed income
Securities lending
Market structure
Trading and execution

Digital Assets

Cryptocurrency markets
Tokenized securities
Stablecoins
Digital asset infrastructure
Institutional digital asset adoption

Investment Technology

API-based investing
Embedded investing
Automated investment solutions
Algorithmic trading
AI-enabled investment workflows
Data-driven market analysis

Institutional Strategy

Institutional trading
Wealth management
Asset management
Broker-dealer platforms
Fintech distribution
Financial institution partnerships

Alpaca's current brokerage infrastructure supports stocks, ETFs, options, fixed income, and crypto, giving this role exposure to a broad multi-asset investment ecosystem. Its Broker API also enables partners to embed these investment capabilities into their own applications and platforms.

Strategic Responsibilities

Define long-term investment strategy priorities across Alpaca's product ecosystem.
Identify emerging market opportunities and assess their strategic relevance.
Evaluate the commercial and strategic implications of changes in market structure and regulation.
Develop investment strategies that support institutional and retail product growth.
Identify opportunities created by the convergence of traditional finance, digital assets, and AI.
Support strategic planning around new asset classes and financial products.
Develop frameworks for evaluating investment-product performance and customer adoption.
Provide senior management with independent, data-driven perspectives on market opportunities, competitive dynamics, and investment trends.

Cross-Functional Leadership

The Director will work closely with:

Executive Leadership
Brokerage
Trading
Product Management
Engineering
Risk Management
Compliance
Finance
Business Development
Institutional Sales
Data and Analytics
Legal
Marketing

Qualifications

Bachelor's degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field.
MBA, CFA, Master's degree, or other advanced qualification preferred.
10+ years of experience in investment strategy, asset management, capital markets, investment banking, trading, research, fintech, or a related field.
Demonstrated experience developing investment strategies or capital-markets initiatives.
Strong understanding of financial markets, investment products, trading, and market structure.
Proven ability to conduct sophisticated financial and investment analysis.
Strong quantitative and financial modeling capabilities.
Experience working cross-functionally with Product, Technology, Risk, Compliance, and Business teams.
Excellent executive communication and presentation skills.
Strong commercial judgment and strategic thinking.
Ability to translate complex financial-market concepts into clear business recommendations.
Comfortable operating in a fast-paced financial technology environment.

Preferred Qualifications

CFA charterholder or equivalent investment credential.
Experience at an asset manager, hedge fund, investment bank, broker-dealer, fintech, or trading technology company.
Experience with institutional investing and capital markets.
Experience across equities, options, fixed income, or digital assets.
Experience developing investment products or brokerage capabilities.
Experience with API-based financial infrastructure.
Experience with quantitative research, systematic investing, or algorithmic trading.
Knowledge of tokenized securities and blockchain-based financial markets.
Strong understanding of U.S. securities markets and financial-services regulation.
Experience applying data science, machine learning, or AI to investment research or financial products.

Key Performance Indicators

Success in this role will be measured by:

Quality and impact of investment strategy initiatives.
Identification and development of new market opportunities.
Successful launch and adoption of investment products.
Institutional customer engagement and growth.
Revenue contribution from strategic investment initiatives.
Quality of market intelligence delivered to executive leadership.
Strategic partnerships developed across the financial ecosystem.
Improvement in investment-product performance and customer experience.

What We Offer

Competitive Director-level compensation package.
Equity participation opportunities.
Comprehensive health, dental, and vision benefits.
401(k) retirement plan.
Flexible paid time off.
Remote work environment within the United States.
Opportunity to work with a globally distributed team of finance, trading, and technology professionals.
Exposure to institutional-grade brokerage infrastructure and global capital markets.
Opportunity to shape the future of digital investing and financial technology.
Professional development and leadership opportunities.
High visibility and direct collaboration with executive leadership.

Equal Opportunity Employer

AlpacaDB, Inc. is committed to creating an inclusive and diverse workplace. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Investment Strategy Director

Skills

About the role