Investment Operations Lead

The role

You will own the operational lifecycle of member investment accounts. You will act as a subject matter expert, second approver, and mentor while driving automation and process improvements.

What you will do

• Serve as an SME across at least three of Trading, Transfers, Account Lifecycle, and Investment Experience
• Act as second approver on work performed by Associates and Specialists
• Train and mentor at least three teammates across functions
• Drive automation and process improvements owned end to end
• Connect the team's day-to-day work to Range's firm goals
• Be a licensed point of contact for members
• Work closely with the broader investments team on investment management and portfolio modeling

Required qualifications

• 8-10+ years of experience in investment operations, brokerage operations, or a comparable financial services role
• Demonstrated experience training and mentoring others
• Demonstrated experience building repeatable process or automation improvements
• Deep familiarity with custodial or clearing platforms and core brokerage workflows
• Track record of shipping improvements independently
• Clear written and verbal communication
• Series 24 required

Nice to have

• 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 salary and equity refreshes based on performance
• Boomerang Program: hold spot for 6 months after two years to start a company

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.