USAInvestment Operations Lead
5 дн. назад
USALeadOnsite
investment operationstradingaccount management
Lead the investment operations team managing the full operational lifecycle of members' investment accounts, ensuring smooth processing from application to account management.
Обязанности
- Investment Operations is where a member's money actually moves. Our team owns the full operational lifecycle of a member's investment accounts—from the moment an application is submitted, through funding and investing, into ongoing rebalancing, and across every dollar that moves in or out along the way.
- You're a subject matter expert in at least three of our four core functions—Trading, Transfers, Account Lifecycle, and Investment Experience—and you can point to the improvements and automation you drove in each. You'll need little guidance on how to run operations, and you'll help the team connect daily work to where the firm is going. This is an individual contributor role today; in our ideal structure, a Lead grows into managing a team as we scale. You'll report to the Head of Investment Operations, work directly with members and our Certified Financial Planners, and act as second approver on work performed by Associates and Specialists—so you're not just spotting friction, you're the one signing off that a fix is sound before it ships.
- We're excited to hire this role at 's Headquarters in McLean, VA, or in our New York City office (preferred). 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 one of these areas but love what you see, let's discuss relocation as part of your journey to joining us.
- Serve as an SME across at least three of Trading, Transfers, Account Lifecycle, and Investment Experience, and keep building toward the fourth
- Act as second approver on work performed by Associates and Specialists, catching issues before they reach a member's account
- Train and mentor at least three teammates across functions, and help shape how the team builds and assesses competence
- Drive automation and process improvements you own end to end—not just contribute to or propose
- Connect the team's day-to-day work to 's firm goals, and flag where operations needs to evolve to support them
- Be a licensed point of contact for members and the resource the rest of Investment Operations escalates to
- Work closely with the broader investments team, with meaningful involvement in investment management and portfolio modeling
Условия
- 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
- Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster
- Annual Compensation Reviews: Salary and equity refreshes based on performance
- Boomerang Program: After two years at , 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
- 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.
Другое
- 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, Cathay Innovations, and Scale Venture Partners, 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 . 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.
- 8-10+ years of experience in investment operations, brokerage operations, or a comparable financial services role, running most or all of these functions independently
- Demonstrated experience training and mentoring others, and building repeatable process or automation improvements rather than only executing existing ones
- Deep familiarity with custodial or clearing platforms and core brokerage workflows, including the judgment to know when to approve, escalate, or hold
- A track record of shipping improvements independently, with minimal oversight
- Clear written and verbal communication, with the confidence to talk directly to members and represent the team to firm leadership
- Genuine interest in eventually managing a team as scales, while being effective as an individual contributor today
- Series 24 required; FinTech, RIA, or broker-dealer experience a plus