# Investment Operations Specialist

**Company:** [Range Finance](https://hotfix.jobs/companies/range-finance)
**Location:** New York, NY
**Role:** Business Operations
**Experience:** 4+ years
**Skills:** Investment Operations, Trading, Transfers, Account Lifecycle, Investment Experience, Brokerage Operations, Custodial Platforms, Clearing Platforms, Portfolio Modeling, Process Automation, Series 7, Series 63, Series 65/66
**Posted:** 2026-08-26

> Runs investment account operations across trading, transfers, account lifecycle, and member experience while training Associates and shipping process improvements. Requires 4–6+ years of investment or brokerage operations experience and a Series 7, 63, or 65/66 license.

## Job Description

## Responsibilities
- Independently run Trading, Transfers, Account Lifecycle, and Investment Experience functions, and train at least one Associate.
- Own trading operations from suitability review through daily rebalancing checks, exercising approval authority within defined limits.
- Ensure member funds move accurately and on time; independently resolve transfer issues.
- Guide accounts from approved application through full investment, clearing operational blockers with occasional oversight.
- Serve as a licensed member contact and escalation resource for Associates.
- Ship at least one automation or process improvement independently.
- Partner with Certified Financial Planners and the broader investments team, gaining exposure to investment management and portfolio modeling.

## Requirements
- 4–6+ years of experience in investment operations, brokerage operations, or a comparable financial services role.
- Deep familiarity with custodial or clearing platforms and core brokerage workflows.
- Experience running operations functions independently and documenting or explaining processes clearly.
- Strong attention to detail and sound judgment regarding approval limits and escalation.
- Clear written and verbal communication, including confidence speaking directly with members.
- Series 7, 63, or 65/66 license required.

## Nice-to-haves
- FinTech, registered investment adviser, or broker-dealer experience.
- Experience with automation, process improvement, investment management, or portfolio modeling.

## Benefits
- Employer-covered medical insurance, plus dental and vision coverage.
- 401(k) retirement savings program.
- Paid time off and federal holidays.
- Parental leave.
- Select covered meals.
- Monthly fitness stipend.
- Equity, early exercise eligibility, and professional development.
- Access to AI tools.
- Annual compensation reviews with salary and equity refreshes.
- Boomerang program allowing eligible employees to take time away to start a company and return within six months.

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