Investment Operations Lead

What this role involves

Range is seeking an Investment Operations Lead to oversee the operational lifecycle of member investment accounts, including trading, transfers, account lifecycle, and investment experience. The role requires 8-10+ years of experience, acting as a subject matter expert and second approver, and is based in McLean, VA or New York City with an in-office schedule. The position involves mentoring, driving automation, and collaborating with the investments team.

Skills this posting asks for

• trading
• transfers
• account lifecycle
• investment experience
• custodial platforms
• clearing platforms
• brokerage workflows
• automation
• process improvement
• mentoring
• training
• investment management
• portfolio modeling

Requirements

• 8 years of experience
• Level: lead
• Remote policy: onsite

From the employer’s posting

Range 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 sp…