# Investment Operations Lead

**Company:** [Range Finance](https://hotfix.jobs/companies/range-finance)
**Location:** New York, NY, McLean, VA
**Role:** Business Operations
**Experience:** 8+ years
**Skills:** Investment Operations, Trading, Brokerage Operations, Account Lifecycle, Portfolio Modeling, Custodial Platforms, Clearing Platforms, Automation, Series 24
**Posted:** 2026-08-26

> Leads investment account operations across trading, transfers, account lifecycle, and member experience; approves operational work, mentors teammates, and drives automation. Requires 8–10+ years of relevant experience, Series 24 licensing, and strong brokerage workflow expertise.

## Job Description

## Responsibilities
- Serve as a subject matter expert across at least three of Trading, Transfers, Account Lifecycle, and Investment Experience, while developing expertise in the fourth.
- Act as a second approver for work performed by Associates and Specialists, identifying issues before they affect member accounts.
- Train and mentor at least three teammates across functions and help establish competency-building and assessment processes.
- Drive end-to-end automation and process improvements.
- Connect daily operations to firm goals and identify how investment operations should evolve to support them.
- Serve as a licensed point of contact for members and an escalation resource for the Investment Operations team.
- Collaborate with the broader investments team, including investment management and portfolio modeling.

## Requirements
- 8–10+ years of experience in investment operations, brokerage operations, or a comparable financial services role.
- Independent experience running most or all of the core investment operations functions.
- Experience training and mentoring colleagues and developing repeatable processes or automation improvements.
- Deep familiarity with custodial or clearing platforms and core brokerage workflows.
- Strong judgment regarding when to approve, escalate, or hold operational work.
- Demonstrated ability to deliver improvements independently with minimal oversight.
- Clear written and verbal communication skills, including confidence working directly with members and firm leadership.
- Series 24 license.

## Nice to Have
- FinTech, registered investment adviser, or broker-dealer experience.
- Interest in eventually managing a team while initially serving as an individual contributor.

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

## Similar jobs

- [Manager, Strategy & Operations, Employer](https://hotfix.jobs/jobs/406a6902-5a99-4984-84a2-99340f52418c) - Turquoise Health - Remote - $195k – $225k/yr
- [Procurement Lead](https://hotfix.jobs/jobs/8ec08269-f5b0-4a0b-9092-735c0933bc8a) - Dandy - Remote - $78k – $89k/yr
- [Operating Partner](https://hotfix.jobs/jobs/c9e3dd48-9869-4253-bc30-8c2ac70dea64) - Improbable - Remote
- [Transformation Lead](https://hotfix.jobs/jobs/fe9d6f4e-aba4-4983-a1b5-fe501c16c556) - Lovable - San Francisco, CA
- [Senior Procurement Manager](https://hotfix.jobs/jobs/a0ceac79-87b1-46e4-899a-cc4f6fefd38e) - ZoomInfo - Vancouver, WA - $95k – $149k/yr

**Apply:** https://hotfix.jobs/jobs/1adea17f-7b1e-4723-be17-0de07410f5f3
**Canonical:** https://hotfix.jobs/jobs/1adea17f-7b1e-4723-be17-0de07410f5f3