Own daily trading, rebalancing, and model implementation for member accounts at a fintech wealth manager. Requires 5+ years trading/portfolio ops experience at an RIA or asset manager plus Series 7/66 and CFA/CFP.
Salary not listed
On-site5+ YOEOther
About the role
Responsibilities
Conduct daily trading across all Range-managed models, ensuring accurate, timely, and compliant execution of equity, ETF, mutual fund, and fixed-income orders.
Own rebalancing workflows at scale, including tax-aware trading, tax-loss harvesting, and direct indexing implementation.
Help strengthen trading infrastructure – refining processes, controls, and tooling so execution stays accurate and scalable as Range grows.
Monitor and analyze trades, proactively reviewing and identifying accounts for adherence to their model portfolios and implementation plans.
Meet with members as needed to walk through rebalancing activities and trading mechanics in clear, plain language.
Partner with advisors and the broader investment team to support model changes and special account-level handling (e.g., legacy holdings, concentrated position management, and other restrictions).
Uphold best-execution practices and support the investment team's compliance and oversight obligations.
Requirements
5+ years of experience in trading or portfolio operations at an RIA or other asset manager
CFA and/or CFP designations
Series 7 and Series 66 licenses
Member-facing experience with HNW and UHNW individuals
Experience with direct indexing, tax-loss harvesting, and tax-aware trading
Prior experience at a fintech or high-growth startup
Passion for the markets and strong investment acumen
Benefits
100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
401(k) retirement savings program
Dedicated PTO plus most federal holidays
Comprehensive parental leave policy
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 based on performance
Boomerang Program: After two years, option to take time away to start your own company (6-month hold, equity vesting paused and resumes upon return)
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