Range Investment Operations Specialist at Range independently runs all four core functions and begins training Associates. The role owns the trading process end to end with approval authority and resolves transfer issues independently.
Responsibilities
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 already run all four of our core functions—Trading, Transfers, Account Lifecycle, and Investment Experience—independently, and here you'll start training Associates on them. The path from Specialist to Lead is measured by how many functions you can teach, how little guidance you need, and the automation and process improvements you ship on your own rather than contribute to. You'll report to the Head of Investment Operations on a small team where individual contribution is highly visible, and you'll work directly with members and our Certified Financial Planners. That vantage point shows you where our process breaks, and at this level we expect you to own the fix—within your approval limits, from proposal through execution—not just raise your hand.
We're excited to hire this role at Range'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.
Run all four core functions—Trading, Transfers, Account Lifecycle, and Investment Experience—independently, and train at least one Associate on one of them
Own the trading process end to end, from suitability review through daily rebalancing checks, with approval authority within defined limits
Keep member funds moving accurately and on time, and independently resolve the transfer issues that would otherwise keep a member from being invested
Guide accounts from approved application to fully invested, clearing operational blockers with only occasional oversight
Serve as a licensed point of contact for members and a resource Associates escalate to
Own at least one shipped automation or process improvement, rather than only contributing to work led by others
Partner with CFPs and the broader investments team, with growing exposure to investment management and portfolio modeling
What will set you apart
4-6+ years of experience in investment operations, brokerage operations, or a comparable financial services role
