Investment Operations Lead

Range is creating AI-powered solutions to eliminate financial complexity for our members. We're transforming wealth management through the perfect blend of cutting-edge technology and human expertise. 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.

Responsibilities

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

Requirements

8-10+ years of experience in investment operations, brokerage operations, or a comparable financial services role, running most or all of these functions independently; Demonstrated experience training and mentoring others, and building repeatable process or automation improvements rather than only executing existing ones; Deep familiarity with custodial or clearing platforms and core brokerage workflows, including the judgment to know when to approve, escalate, or hold; A track record of shipping improvements independently, with minimal oversight; Clear written and verbal communication, with the confidence to talk directly to members and represent the team to firm leadership; Genuine interest in eventually managing a team as Range scales, while being effective as an individual contributor today; Series 24 required; Subject matter expert in at least three of Trading, Transfers, Account Lifecycle, and Investment Experience

Nice to have

FinTech, RIA, or broker-dealer experience

Benefits

Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage; 401(k): Retirement savings program to support your future; Paid Time Off: Dedicated time to reset and recharge plus most federal holidays; Parental Leave: Comprehensive leave policy for growing families; Meals: Select meals covered throughout the week; Fitness: Monthly movement stipend; Equity & Career Growth: Early exercise eligibility and a strong focus on professional development; Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster; Annual Compensation Reviews: Salary and equity refreshes based on performance; Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return