Range
Investment Operations Specialist
New York, NY. Posted a month ago
The role
The Investment Operations Specialist manages the full operational lifecycle of member investment accounts. This includes running core functions like trading, transfers, account lifecycle, and investment experience while training associates and shipping process improvements.
What you will do
- Run Trading, Transfers, Account Lifecycle, and Investment Experience independently
- Train at least one Associate on one of the core functions
- Own the trading process end to end from suitability review through daily rebalancing checks
- Keep member funds moving accurately and on time
- Resolve transfer issues independently
- Guide accounts from approved application to fully invested
- Serve as a licensed point of contact for members and a resource for Associates
- Own at least one shipped automation or process improvement
- Partner with CFPs and the broader investments team
Required qualifications
- 4-6+ years of experience in investment operations, brokerage operations, or a comparable financial services role
- Deep familiarity with custodial or clearing platforms and core brokerage workflows
- Track record of running operations functions without supervision
- Ability to explain a process clearly for others to execute
- Sharp attention to detail and sound judgment
- Clear written and verbal communication
- Series 7, 63, or 65/66 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. The company is backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners.