Investment Specialist
Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology, world-class advisors, and data-driven insights, we simplify your finances like never before.
Powered by AI and supported by a team of financial experts, Range is building proprietary tools and services to help you manage every aspect of your financial life. From investment planning and tax strategies to retirement and estate planning, everything you need is seamlessly integrated into one platform.
Join us in transforming the wealth management industry. Backed by Google’s AI-focused Gradient Ventures and Cathay Innovations, we’re assembling a team of top talent to make quality financial advice accessible to millions. If you’re ready to create a groundbreaking platform and make a lasting impact, join Range.
About the role
We’re looking for an experienced investment operations leader to be a key member of our investment team. This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio. This position offers a unique opportunity to join a team that is building an investment portfolio and operational infrastructure from the ground up.
But we’re looking for more than just an investment operations rockstar - we’re looking for someone who is passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members.
Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
This role is based in New York City. Employees hired for this position will work in office Monday-Friday. If you are not currently located this area, your willingness to relocate will be a contingency for employment.
What you’ll do with us
Work directly with VP Investments to lead top-down investment execution for Range
Lead the implementation of Range’s investment strategies efficiently across various investment vehicles
Define and lead an efficient process to assist clients with account set up and transfers
Lead daily reconciliation of portfolio holdings, transactions, and cash balances
Manage accounts by reviewing regularly for
Tax harvesting
Opportunistic rebalancing
Cash investment needs
Cash generation and distribution needs
Generate and distribute client performance reports on a regular basis
Rapidly digest important market news and assist with market-content generation
Lead and develop a team of operations specialists
Act as the liaison between Range and all custodians we work with
What will set you apart
CFP, CFA, Series 65 or Series 66 designation
7+ years experience in a similar role
Passion for the markets and strong investment acumen
Organizational and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
Experience using financial services technologies
An interest in the tech industry and/or experience with start-ups
Consumer fintech experience
Benefits
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.