Investment Operations Associate

The role

You will own pieces of the member investment lifecycle including onboarding, funding, trading, and account management. You will support the trading process and keep member funds moving accurately. You will also act as a direct point of contact for members regarding their portfolios.

What you will do

• Own pieces of the member investment lifecycle end to end
• Support the trading process from reviewing recommendations to daily rebalancing checks
• Keep member funds moving accurately and on time
• Resolve transfer issues
• Guide accounts from approved application to fully invested
• Be a direct point of contact for members with questions about their portfolio or account
• Partner with CFPs and the broader investments team
• Flag friction, propose fixes, and help shape how operations scale

Required qualifications

• 1-3 years of experience in investment operations, brokerage operations, or a comparable financial services role
• Familiarity with custodial or clearing platforms and core brokerage workflows
• Sharp attention to detail and comfort working against daily deadlines in an accuracy-first environment
• A bias toward improving the work, not just completing it
• Clear written and verbal communication
• Genuine interest in breadth over early specialization

Nice to have

• Series 7, 63, or 65/66
• FinTech, RIA, or broker-dealer experience

Benefits

• 100% employer-covered medical insurance for employees (75% for dependents)
• Dental and vision coverage
• 401(k) retirement savings program
• Paid Time Off and most federal holidays
• Comprehensive parental leave policy
• Select meals covered throughout the week
• Monthly movement stipend
• Early exercise eligibility
• Professional development focus
• Full access to cutting-edge AI tools
• Annual compensation reviews with salary and equity refreshes
• Boomerang Program allowing a 6 month spot hold after two years

About the company

Range is creating AI-powered solutions to eliminate financial complexity for members. They are transforming wealth management through technology and human expertise.