Vice President of the Financial Systems Division
Company Description
Rubric Advisors is a fee-only, fiduciary registered investment adviser based in San Francisco that delivers institutional-grade wealth management to individuals, families, and mission-driven organizations. The firm offers one transparent fee structure with no commissions or proprietary products, emphasizing aligned incentives and client-first advice. Its capabilities include direct indexing, stock-level tax-loss harvesting, options overlays, private markets access, and retirement planning, integrated into a single tax-aware strategy. Rubric Advisors also serves endowments, foundations, and nonprofits through OCIO and non-discretionary investment management services. The firm is led by a founder with nearly two decades of experience building quantitative investment platforms, including fourteen years leading quantitative stock-selection strategies at a major global asset manager. Role Description The Vice President of the Financial Systems Division is a full-time remote role responsible for overseeing the design, integration, and optimization of the firm’s financial technology and reporting infrastructure. This role leads the development and maintenance of systems that support portfolio analytics, financial planning workflows, performance and risk reporting, and client-facing data visualizations. The Vice President collaborates with investment, operations, compliance, and client advisory teams to ensure data accuracy, efficient processes, and scalable solutions. Day-to-day responsibilities include defining system requirements, managing vendor relationships, supervising implementation projects, monitoring system performance, and driving continuous improvements in automation and controls. The role also contributes to strategic planning for the firm’s technology roadmap and mentors team members in best practices for financial data management and reporting.
Qualifications
Demonstrated expertise in Finance and Analytical Skills, with the ability to interpret complex data and support investment and planning decisions. Strong capabilities in Financial Planning, including cash flow modeling, portfolio analysis, and integration of planning tools into advisory workflows. Proficiency in Financial Statements and Financial Reporting, with experience designing or managing reporting frameworks for internal and client use. Experience leading financial systems or technology initiatives in a wealth management, asset management, or financial services environment. Familiarity with portfolio accounting platforms, performance and risk analytics tools, and data integration (APIs, ETL, and data validation processes). Proven leadership skills, including team management, cross-functional collaboration, and stakeholder communication in a remote setting. Bachelor’s degree in Finance, Economics, Accounting, Computer Science, Engineering, or a related field; advanced degree or relevant certifications (e.g., CFA, CFP, CAIA) are a plus. Commitment to fiduciary standards, attention to detail, and a structured, process-oriented approach to system design and governance.