Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.

The opportunity is huge. The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.

Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.

Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.

Up for the challenge? Come join us.

The Role

The Head of Platform & Security is a hands-on technical leadership role responsible for the reliability, security, and operational excellence of Opto's technology platform. This is not a CISO or executive security strategy role. You will spend up to 50% of your time as a direct technical contributor — writing code, building and operating infrastructure, and doing the work alongside your team.

You will partner with the CTO to define and execute Opto's security strategy while leading a team of four engineers spanning infrastructure, security, DevOps, and internal IT. You will own our enterprise and application security program end-to-end and lead a four-person platform engineering team spanning infrastructure, security, DevOps, and internal IT. You will partner closely with engineering leadership, legal, and executive stakeholders to ensure that Opto's platform meets the highest standards demanded by our clients — wealth managers and financial institutions who entrust us with highly sensitive data.

This is a player-coach role. You will manage the team and also contribute directly as an engineer. Candidates who have transitioned fully into executive or strategic leadership and no longer write code, build infrastructure, or operate systems hands-on are not the right fit.

This is a pivotal leadership role at a critical stage of Opto's growth. You will take ownership of an established security program and drive it forward — hardening policies, processes, and tooling, raising the bar on compliance maturity, and ensuring the platform engineering team delivers the reliability and operational excellence the program demands.

Our Tech Stack

Our tech stack consists of React-based Next.js TypeScript applications backed by Python REST API services. Our infrastructure is managed as code, orchestrated with Kubernetes on AWS (EKS), and deployed via automated CI/CD pipelines. Our tech stack continues to evolve, driven by our shared principles of optimizing for modularity, scalability, and team-level service ownership.

Expectations

Security Leadership

Own Opto's enterprise and platform security posture across all applications, services, business tools, and processes
Maintain Opto's SOC 2 Type II audit reports, ensuring ongoing compliance and readiness for annual assessments
Own and continuously improve programs for security incident management, vulnerability management, penetration testing, network security, authentication and authorization, system access control, data privacy and governance, encryption and certificate management, and threat detection
Define and monitor compliance with internal security policies, including MDM, SSO/MFA/RBAC, VPN/zero trust, and data governance
Partner with Legal to establish a comprehensive security and compliance program, ensuring appropriate processes, documentation, and staffing are in place with no single points of failure
Promote a culture of security across the organization — ensuring all individuals understand and follow security policies and appreciate why they matter
Represent Opto's security program externally to customers, prospects, and investors, including responding to security audits and due diligence questionnaires (DDQs)

Engineering Management

Lead, mentor, and grow a four-person platform engineering team (infrastructure, security, DevOps, internal IT)
Maintain team roadmap and backlog in cooperation with engineering leadership and product stakeholders
Keep stakeholders informed of key milestones, risks, reprioritizations, and escalations
Provide technical direction on platform architecture decisions, tooling choices, and engineering standards
Own the internal IT function, ensuring employees get the support they need
Work with engineering leadership and Recruiting to ensure the team is properly resourced
Contribute directly to technical projects as bandwidth allows (up to 50% of your time)
Foster a collegial, trust-filled, and high-accountability team environment

Qualifications

Required

4-year degree in Computer Science, Engineering, or a related technical field (or equivalent work experience)
5+ years of professional experience in Information Security
5+ years in software engineering, SRE, DevOps, or a closely related technical discipline
Hands-on experience with Kubernetes (EKS or equivalent) and infrastructure-as-code tooling
Demonstrated AWS engineering depth — not just organizational ownership of AWS environments
Experience managing compliance with SOC 2, ISO 27001, and/or PCI standards
Experience building and managing engineering or security teams
Familiarity with the full software development lifecycle (CI/CD, Git, etc.)
Strong preference for automation and tooling over manual processes
Comfort with ambiguity and the ability to execute in a fast-paced startup environment
Excellent written, verbal, and interpersonal communication skills — equally effective with engineers, executives, and enterprise clients
This role requires demonstrated strength in both infrastructure engineering and security. Candidates with depth in only one of these areas will not be considered.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Preferred

Background in financial services or fintech
Prior experience at a startup or high-growth technology company.

How To Apply

Please fill out the below fields, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume, we encourage you to use creativity in your Cover Letter and speak directly to why you want to join our team!

We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring managers or other Opto team members via email or linkedin, as this won't improve or fast track your application.

Compensation And Benefits

Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $250,000-$300,000 dependent on skills, experience and expected contribution.

All full time employees at Opto enjoy:

Significant equity
Health, dental, and vision insurance
Unlimited PTO
Retirement savings plan (401k)
Learning, Fitness and Commuter stipends
Paid Holidays

This position is based primarily onsite in either our San Francisco or New York City offices.

Opto Investments jobs

Head of Platform & Security

Never Miss a New Opportunity