Investment Operations Associate

Range is creating AI-powered solutions to eliminate financial complexity for our members. 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. 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. All of our positions follow an in-office schedule Monday through Friday.

Responsibilities

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

Requirements

1-3 years of experience in investment operations, brokerage operations, or a comparable financial services role; Familiarity with custodial or clearing platforms and core brokerage workflows; Sharp attention to detail and comfort working against daily deadlines in an accuracy-first environment; A bias toward improving the work, not just completing it; Clear written and verbal communication, with the confidence to talk directly to members; Genuine interest in breadth over early specialization

Nice to have

Series 7, 63, or 65/66 preferred; FinTech, RIA, or broker-dealer experience a plus

Benefits

100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage; 401(k) retirement savings program; Paid time off plus most federal holidays; Comprehensive parental leave; Select meals covered throughout the week; Monthly movement stipend; Early exercise eligibility and strong focus on professional development; Full access to cutting-edge AI tools; Annual compensation reviews with salary and equity refreshes based on performance; Boomerang Program: after two years at Range, take time away to start your own company, your spot held for 6 months, paused equity vesting resumes if you return