Investment Operations Specialist

Socket.dev; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Paid Time Off

Parental Leave

Meals

Fitness

Equity & Career Growth

AI tools access

Annual compensation reviews

Boomerang program

Job summary

Range is building an AI-powered wealth platform and is seeking an Investment Operations professional to own four core functions, train an Associate, and manage end-to-end trading life cycles for members. You’ll work closely with members and Certified Financial Planners on a small, high-visibility team.

Reporting to the Head of Investment Operations, you’ll own the fix within approval limits and collaborate with CFPs, with relocation discussed for NYC or McLean, VA offices.

Qualifications

• 4-6+ years of experience in investment operations, brokerage operations, or a comparable financial services role.
• Strong written and verbal communication skills with clients and colleagues.
• Ability to execute improvements and ship solutions with minimal supervision.

Responsibilities

• Run all four core functions—Trading, Transfers, Account Lifecycle, and Investment Experience—independently.
• Train at least one Associate on one of the functions.
• Own the trading process end to end, including suitability reviews and daily rebalancing checks.
• Resolve transfer issues to keep members invested on time.
• Guide accounts from approved application to fully invested, removing blockers.
• Serve as a licensed point of contact for members and Associates.
• Own at least one shipped automation or process improvement.
• Partner with CFPs and the investments team for portfolio modeling exposure.

Skills

Investment operations

Communication

Attention to detail

Process improvement

Mentorship/training

Tools

Custodial platforms

Core brokerage workflows

Job description

Range is creating AI-powered solutions to eliminate financial complexity for our members. We're transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We're obsessed with member experience! We've built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.

Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.

If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

About the role

Investment Operations is where a member's money actually moves. Our team owns the full operational lifecycle of a member's investment accounts—from the moment an application is submitted, through funding and investing, into ongoing rebalancing, and across every dollar that moves in or out along the way.

You already run all four of our core functions—Trading, Transfers, Account Lifecycle, and Investment Experience—independently, and here you'll start training Associates on them. The path from Specialist to Lead is measured by how many functions you can teach, how little guidance you need, and the automation and process improvements you ship on your own rather than contribute to. You'll report to the Head of Investment Operations on a small team where individual contribution is highly visible, and you'll work directly with members and our Certified Financial Planners. That vista point shows you where our process breaks, and at this level we expect you to own the fix—within your approval limits, from proposal through execution—not just raise your hand.

We're excited to hire this role at Range's Headquarters in McLean, VA, or in our New York City office (preferred). All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let's discuss relocation as part of your journey to joining us.

What you'll do with us

• Run all four core functions—Trading, Transfers, Account Lifecycle, and Investment Experience—independently, and train at least one Associate on one of them
• Own the trading process end to end, from suitability review through daily rebalancing checks, with approval authority within defined limits
• Keep member funds moving accurately and on time, and independently resolve the transfer issues that would otherwise keep a member from being invested
• Guide accounts from approved application to fully invested, clearing operational blockers with only occasional oversight
• Serve as a licensed point of contact for members and a resource Associates elevate to
• Own at least one shipped automation or process improvement, rather than only contributing to work led by others
• Partner with CFPs and the broader investments team, with growing exposure to investment management and portfolio modeling

What will set you apart

• 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, including where those workflows tend to break
• A track record of running operations functions without supervision, and explaining a process clearly enough that someone else could execute it
• Sharp attention to detail and sound judgment on when to act within approval limits versus escalation
• A bias toward shipping improvements, not just proposing them
• Clear written and verbal communication, with the confidence to talk directly to members
• Series 7, 63, or 65/66 required; FinTech, RIA, or broker-dealer experience a plus

Benefits

• Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
• 401(k): Retirement savings program to support your future
• Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
• Parental Leave: Comprehensive leave policy for growing families
• Meals: Select meals covered throughout the week
• Fitness: Monthly movement stipend
• Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
• Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster
• Annual Compensation Reviews: Salary and equity refreshes based on performance
• Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

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.