---
title: 'Head of Quantitative Research at Range'
canonical: 'https://feeny.ai/job/head-of-quantitative-research-range-new-york-8ht4ac5pfcjh'
type: 'job'
last_seen: '2026-09-12'
---

# Head of Quantitative Research at Range

- **Company:** Range
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/range/4751f768-6828-4e17-858e-34b1f7480338

## Job description

Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.

Backed by Google's Gradient Ventures and Cathay Innovation, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.

If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together

## About the role

As Range's Head of Quantitative Research, you will own the research and modeling behind how every member's portfolio gets built, rebalanced, and managed for taxes, from the models under our portfolio construction to the rules that make tax-loss harvesting and direct indexing work at scale. You will report to our CIO, working closely with Investment Operations and Engineering to move your research into production and with Compliance to keep it within our fiduciary obligations.

We're excited to hire this role in Range's New York City office. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in the area but love what you see, let's discuss relocation as part of your journey to joining us.

## What you’ll do with us

- Own the design and ongoing refinement of Range's core portfolio construction methodology, including asset allocation, security selection, and rebalancing logic
- Build rigorous backtests to validate model changes, weighing tradeoffs between tracking error, tax efficiency, and transaction costs
- Lead research on tax-aware strategies, including tax-loss harvesting and direct indexing, and turn the findings into production rules
- Partner with Engineering to turn research into production code, and monitor live portfolio and rebalancing behavior after launch
- Evaluate new data sources, market data vendors, and modeling approaches that could improve member outcomes
- Present research findings and model changes to the CIO and Investment Committee in plain terms
- Share your insights beyond our walls by contributing to published market commentary, and representing Range at conferences and in the media
- Work with Compliance and Legal to confirm new strategies hold up under our Advisers Act obligations and Range's fiduciary standard

What will set you apart

- 9+ years of experience in quantitative research, portfolio management, or investment strategy, ideally at a digital wealth management or asset management firm
- Bachelor's degree in a highly quantitative field such as statistics, mathematics, economics, or financial engineering; advanced degree or CFA progress a plus
- Strong grounding in portfolio theory, including mean-variance optimization, factor models, and risk-adjusted return analysis
- Fluency in Python and SQL for research and production work; familiarity with portfolio risk tools like Barra, Axioma, or Aladdin, or data vendors like Bloomberg or FactSet, a plus
- Direct experience building or maintaining tax-aware investment strategies, including tax-loss harvesting or direct indexing
- Experience with tax-aware long/short extensions and concentrated stock diversification
- A track record of shipping research into production, not just publishing findings; FinTech, RIA, or broker-dealer experience a plus
- Clear communication skills, with comfort moving between deep research and fast turnaround requests

## Benefits

- Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
- 401(k): Retirement savings program to support your future
- Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
- Parental Leave: Comprehensive leave policy for growing families
- Meals: Select meals covered throughout the week
- Fitness: Monthly movement stipend
- Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
- Annual Compensation Reviews: Salary and equity refreshes based on performance
- Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

## About Range

## Company Overview
- **One-liner**: Range is an all-in-one wealth management platform that combines AI-powered financial planning with human advisor support to help high-earning individuals manage their finances holistically.
- **Entity Type**: Private (Series C – $62.3M raised February 2026)
- **Headquarters**: McLean, Virginia, United States
- **Founded**: 2021
- **Founders**: Fahad Hassan and David Cusatis

## Core Business
- **Primary industry/industries**: Fintech – Wealth Management / AI-driven Financial Planning
- **Target customers**: B2C – high-income individuals, professionals, executives, and entrepreneurs (High Net Worth / mass affluent)
- **Mission or purpose statement**: “Help households manage their money faster, more affordably, and accurately than any other resource in the world.”

## Products & Services
- **Range Wealth Management Platform**: SaaS-based dashboard that consolidates all aspects of a member’s financial life – cash flow tracking, investment oversight, tax planning, retirement planning, real estate visibility, and direct access to a team of advisors. Augmented by AI tools for cash flow projections and tax optimization.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total funding – $103M raised to date (series A $12.7M in May 2023, series B in Nov 2024, series C $62.3M in Feb 2026) [pitchbook.com](https://pitchbook.com/profiles/company/494915-77)
- **Notable Investors/Partners**: Gradient Ventures (Google’s AI fund), Scale Venture Partners, Cathay Innovation, 8-Bit Capital [range.com/about-us](https://www.range.com/public/about-us)
- **Growth Signals**: 
  - 167 employees as of early 2026 (up from a small team at founding)
  - Raised $62.3M Series C in February 2026 for AI buildout and workforce expansion
  - Coverage in major outlets (e.g., McLean fintech Range raises $60M for AI financial planning)
  - Plans to gradually replace human advisor workforce with autonomous AI capabilities (reported in industry press)

## Competitive Advantages
- **Human + AI hybrid model**: Combines CFP/CPA advisors with proprietary AI tools, offering personalized guidance at a fraction of traditional wealth management fees.
- **Flat-fee pricing**: No investment minimums, making financial planning accessible to more Americans (99% lack a planner due to cost).
- **Founders’ background**: Fahad Hassan (CEO) and David Cusatis (Chief AI Architect) both left high-profile roles at Amazon and a corporate environment to build the platform.
- **Comprehensive platform**: Consolidates budgeting, investments, tax, real estate, and retirement in one place – reducing the need for multiple point solutions.

## Strategic Focus
- **AI automation**: Investing heavily in AI to eventually deliver expert-level financial advice autonomously, reducing dependency on human advisors while maintaining quality.
- **Scaling the team**: Doubling workforce (especially engineering, AI, and operations) to support product expansion.
- **Product expansion**: Deepening real estate, tax, and estate planning modules; expanding into new geographic markets beyond DC and New York.

## Why Work Here
- **Culture**: “Radical Transparency,” “Love Problems, Not Solutions,” “Take Personal Responsibility,” “Be Positive (all of the time)” – 10 core values that emphasize ownership, trust, and customer obsession.
- **Work policy**: Hybrid – employees work from HQ (McLean, VA) or remote locations; mandatory quarterly team weeks in DC to align strategy and build camaraderie.
- **Compensation & equity**: Annual salary reviews with equity adjustments; early exercise eligibility for stock options; 401(k) plan.
- **Benefits**: 100% employer-covered medical insurance (75% for dependents), dental/vision, 15 vacation days plus federal holidays, generous parental leave, gym stipend, technology allowance, meals during team weeks.
- **Growth opportunities**: Reimbursement for conferences, workshops, and professional certifications (CFP, CPA); Boomerang Program allows employees to take time off after 2 years to launch their own venture with a guaranteed seat back.
- **Team**: “DNA built from former CEOs, startup founders, professional athletes, experts from hedge funds and fastest growing tech companies.” Engineers from Amazon, Google, Citi.

## Sources
1. [pitchbook.com](https://pitchbook.com/profiles/company/494915-77) – Range company profile, funding, employees, HQ
2. [range.com/about-us](https://www.range.com/public/about-us) – Founders story, mission, advisors, investors
3. [range.com/careers](https://www.range.com/public/careers) – Benefits, values, work policy, perks
4. [builtin.com](https://builtin.com/company/range) – Office policy, year founded, culture summary
5. [linkedin.com/company/rangefinanceinc](https://www.linkedin.com/company/rangefinanceinc) – Company description
6. News headlines referenced in about-us page (e.g., “Flat-fee advisor Range raises $60M for AI financial planning”) – source: range.com/about-us

## Other roles at Range

- [Lead Recruiter](https://feeny.ai/job/lead-recruiter-range-mclean-6ecezybekjdc) — Mclean, VA
- [People Operations Specialist](https://feeny.ai/job/people-operations-specialist-range-mclean-brpp3pzft940) — Mclean, VA
- [HR Business Partner](https://feeny.ai/job/hr-business-partner-range-mclean-r1kz1pffgq3g) — Mclean, VA
- [Talent Sourcer](https://feeny.ai/job/talent-sourcer-range-mclean-4qfh7s7e2v9b) — Mclean, VA
- [Senior Accountant](https://feeny.ai/job/senior-accountant-range-mclean-crg48wf9vyys) — Mclean, VA
- [Associate General Counsel](https://feeny.ai/job/associate-general-counsel-range-mclean-byz6p8nwkqq5) — Mclean, VA
- [Investment Operations Specialist](https://feeny.ai/job/investment-operations-specialist-range-new-york-g7ew2apa32f4) — New York, NY
- [Investment Operations Lead](https://feeny.ai/job/investment-operations-lead-range-new-york-q81ehpk5xs3t) — New York, NY
- [Investment Operations Associate](https://feeny.ai/job/investment-operations-associate-range-new-york-q0f2xx44sk2k) — New York, NY
- [Senior Data Analyst](https://feeny.ai/job/senior-data-analyst-range-mclean-y9mfqb2c8wf4) — Mclean, VA