Investment Specialist
About the job
Range is on a mission to redefine wealth management. We harness technology to help individuals answer any question they have about their money – faster, cheaper and more accurately than any other resource in the world. If you’re looking for a traditional financial planning company, look elsewhere. Our planning team not only provides A+ service for our clients, but they are helping us reinvent the industry.
We’re backed by investors including Google’s AI-fund, Gradient Ventures, Expa Ventures, Red Sea Ventures and other prominent investors who have financed and built iconic companies.
Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!
About the role
We’re looking for an experienced investment operations leader to be a key member of our investment team. This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio. This position offers a unique opportunity to join a team that is building an investment portfolio and operational infrastructure from the ground up.
But we’re looking for more than just an investment operations rockstar - we’re looking for someone that’s passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members.
Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
What you’ll do with us
Work directly with VP Investments to lead top-down investment execution for Range
Lead the implementation of Range’s investment strategies efficiently across various investment vehicles
Define and lead an efficient process to assist clients with account set up and transfers
Lead daily reconciliation of portfolio holdings, transactions, and cash balances
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Manage accounts by reviewing regularly for
Tax harvesting
Opportunistic rebalancing
Cash investment needs
Cash generation and distribution needs
Generate and distribute client performance reports on a regular basis
Rapidly digest important market news and assist with market-content generation
Lead and develop a team of operations specialists
Act as the liaison between Range and all custodians we work with
What will set you apart
CFP, CFA, Series 65 or Series 66 designation
7+ years experience in a similar role
Passion for the markets and strong investment acumen
Organizational and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
Experience using financial services technologies
An interest in the tech industry and/or experience with start-ups
Consumer fintech experience
Benefits
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
