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.