СШАOperations Associate
1 нед. назад
65k–85k USD / годСШАRemote
Operations Associate acting as liaison between company, financial advisors, clients, and partners ensuring smooth operations in a fast-growing fintech startup.
Обязанности
- Communicate daily with our custodian partners to ensure smooth paperwork processing, resolve discrepancies, and manage margin requirements.
- Manage new client account setup, documentation, and serve as a primary point of contact for operational inquiries.
- Ensure all operational activities adhere to internal policies and financial regulations.
- Identify opportunities to streamline workflows and enhance operational efficiency, potentially by assisting with the implementation of new software or automation tools.
- Collaborate with product, engineering, and leadership teams on new financial products by assessing operational feasibility, designing workflows, and testing implementation processes.
Требования
- Experience working with RIA custodians such as Charles Schwab, Pershing, Fidelity, or similar institutions
- Experience supporting advisor, brokerage, wealth management, or RIA operations
- Strong understanding of account opening, transfers, and operational workflows
- Exceptional attention to detail and accuracy
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Demonstrated problem-solving ability and a proactive approach to identifying and resolving operational issues
- Strong communication and relationship management skills
Будет плюсом
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- Experience with options, derivatives, margin lending, or securities-backed lending products
- Experience with SQL, Retool, Zapier, or other automation platforms
- Startup experience
Другое
- *At this time, is unable to sponsor employment visas for this position. Applicants must be legally authorized to work in the United States without current or future sponsorship.
- Location: Remote (U.S. only), with a strong preference for candidates based in the Dallas–Fort Worth (DFW) area.
- About **
- is a fast-growing FinTech startup redefining how financial advisors and their clients access sophisticated lending products. Our mission is to make institutional-grade borrowing strategies accessible at scale through innovative products powered by box spreads. We work with over 300 RIA firms to provide our solutions to their clients.
- Since launch, we’ve sustained 20%+ month-over-month growth, become a category leader, and raised funding from Y Combinator and leading investors in the WealthTech industry.
- Operations is the backbone of .
- As an Operations Associate, you’ll be the main liaison between , financial advisors, clients, and custodian partners. You’ll help ensure accounts are opened correctly, transfers happen smoothly, advisors receive timely support, and operational issues are resolved quickly and accurately.
- This is more than a back-office role. You’ll have a direct impact on client experience, advisor relationships, and our ability to scale. You’ll also have the opportunity to help build and improve the operational foundation of a fast-growing fintech company.
- Have a visible impact in a fast-growing company where your work directly influences growth and product adoption
- Take ownership of meaningful projects and processes
- Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision
- Work from home with flexible hours as a part of our remote-first team