Investment Operations Associate at Range · LumiJobs

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.
This role is deliberately broad. Instead of owning one workflow, you'll build competence across all four of our core functions: Trading, Transfers, Account Lifecycle, and Investment Experience. Competence means you can run a function without supervision, and the path from Associate to Specialist to Lead is measured by how many of them you can run independently and, eventually, teach to someone else. You'll report to the Head of Investment Operations on a small team where individual contribution is highly visible, and you'll sit close enough to members and our Certified Financial Planners to see exactly where our process is slower or more manual than it should be. We'll expect you to do something about it.
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.
Own pieces of the member investment lifecycle end to end—onboarding, funding, trading, and ongoing account management
Support the trading process, from reviewing recommendations for suitability through daily rebalancing checks
Keep member funds moving accurately and on time, and resolve the transfer issues that would otherwise keep a member from being invested
Guide accounts from approved application to fully invested, clearing operational blockers as they come up
Be a direct point of contact for members with questions about their portfolio or account
Partner with CFPs and the broader investments team, with growing exposure to investment management and portfolio modeling
Flag friction, propose fixes, and help shape how Range's operations scale as we grow
What will set you apart
1-3 years of experience in investment operations, brokerage operations, or a comparable financial services role

Investment Operations Associate

Responsibilities

Benefits

Company

Range

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