INVESTED IN PEOPLE

“A key factor for a great workplace is the people,” said Product Manager Erika Scoby. “With good people, you can achieve a lot.” Opto Investments strives to recruit diverse, curious individuals — who then combine their range of knowledge and experience to create and innovate personal investment solutions. And once those people are there, Opto strives to make sure they feel heard, included, trusted and valued. Their results-based, collaborative attitude allows for incredible flexibility for their employees — they’re trusted to produce quality work when they set their own schedule. “Everyone here roots for you,” said Product Designer Sadhvi Sharma. “I feel lucky to be surrounded by a team with strong values.”

Featured employees

BUILDING IN DIVERSITY

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Setting explicit diversity and equity goals

“Diversity is important for innovation and creativity,” said Product Designer Sadhvi Sharma. “Feeling safe to share different perspectives brings a wider range of ideas, allowing companies to create better products and competitive advantages.” Diversity makes a company stronger, and Opto has made a concrete commitment to access that strength. The company has built diversity goals directly into its OKRs, targets gender diversity in its hiring process and conducts offsite events regularly to draw in diverse talent — and once they’re on board, leaders strive to cultivate an equitable workplace.

Sadhvi Sharma

Product Designer

Working with a diverse team doesn’t just help me challenge my creativity as a product designer — most importantly, it helps me grow as a person.

FIT TO WORK REMOTE

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Flexibility that produces personal and professional results

Manny Uwakwe

Investment Analyst

Investment Analyst Manny Uwakwe has experienced zero major challenges in his transition from in-office to remote work, due to Opto’s results-based environment. “As long as the work product is delivered on time and above expectations, there are no issues,” he said. Even when he needed to suddenly move out of New York City, he was met with a wave of trust and support from his manager and team. The increased flexibility and autonomy of Opto’s remote work has allowed Uwakwe to focus more on his physical fitness — since transitioning to remote work, he’s lost at least 15 pounds through exercise.

The company’s results-driven approach allows me to focus on my work without the pressure of needing to be physically present, which has led to improvements in my overall well-being.

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Opto Investments

Fund Controller

17 Hours Ago

New York, NY

Hybrid

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Fintech • Software • Financial Services

Responsible for overseeing the financial processes and operations of funds, ensuring compliance with accounting standards and agreements. Contribute to product development, audits, and tax processes. Coordinate fund payments, expenses, and investor relations.

Opto Investments

Business Development, RIA Channel

18 Days Ago

New York, NY

Hybrid

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Fintech • Software • Financial Services

Cultivating, identifying, targeting, and closing business with prospective customers and partners. Representing the company to the world and nurturing client relationships. Developing go-to-market strategies and driving platform signups for investment products. Conducting market research, identifying trends, and distilling insights to direct product features and investment opportunities.

Opto Investments

Software Engineer, Product

18 Days Ago

San Francisco, CA

Hybrid

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Fintech • Software • Financial Services

Software Engineer at Opto responsible for turning complex business problems into engineering solutions using React, Java, Python, and other technologies. Expected to deliver high-quality code, participate in all phases of product development, foster collaboration, and engage in engineering recruiting. Must have 2+ years of software development experience and a 4-year technical degree or equivalent work experience.

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