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'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 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.
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 Range'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
What will set you apart
8-10+ years of experience in investment operations, brokerage operations, or a comparable financial services role, running most or all of these functions independently

Investment Operations Lead at Range · LumiJobs

Investment Operations Lead

Responsibilities

Benefits

Company

Range

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