Operations Associate

Cyclone Technologies; Dallas (TX); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Remote-friendly

Flexible hours

Health insurance

401K plan

Dental and Vision

Job summary

SyntheticFi is seeking an Operations Associate to be the liaison between the company, financial advisors, clients, and custodian partners. You’ll help ensure accounts are opened correctly, transfers occur smoothly, and operational issues are resolved quickly.

The role is remote (U.S. only) with a strong preference for candidates in the Dallas–Fort Worth area. You’ll influence client experience, advisor relationships, and scalability of a growing fintech platform.

Qualifications

• Experience with RIA custodians such as Charles Schwab, Pershing, Fidelity, or similar institutions
• Experience supporting advisor, brokerage, wealth management, or RIA operations
• Strong understanding of account opening, transfers, and operational workflows
• Exceptional attention to detail and accuracy
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Demonstrated problem-solving ability and a proactive approach to identifying and resolving operational issues
• Strong communication and relationship management skills

Responsibilities

• Communicate daily with custodian partners to ensure smooth paperwork processing, resolve discrepancies, and manage margin requirements
• Manage new client account setup, documentation, and serve as a primary point of contact for operational inquiries
• Ensure all operational activities adhere to internal policies and financial regulations
• Identify opportunities to streamline workflows and enhance operational efficiency, potentially by assisting with the implementation of new software or automation tools
• Collaborate with product, engineering, and leadership teams on new financial products by assessing operational feasibility, designing workflows, and testing implementation processes

Skills

Custodian coordination

Problem solving

Relationship management

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Tools

SQL

Retool

Zapier

Job description

About the job

*At this time, SyntheticFi is unable to sponsor employment visas for this position. Applicants must be legally authorized to work in the United States without current or future sponsorship.

Location: Remote (U.S. only), with a strong preference for candidates based in the Dallas–Fort Worth (DFW) area.

Compensation: Base Salary: $65,000-$80,000

About SyntheticFi

SyntheticFi is a fast-growing FinTech startup redefining how financial advisors and their clients access sophisticated lending products. Our mission is to make institutional-grade borrowing strategies accessible at scale through innovative products powered by box spreads. We work with over 300 RIA firms to provide our solutions to their clients.

Since launch, we’ve sustained 20%+ month-over-month growth, become a category leader, and raised funding from Y Combinator and leading investors in the WealthTech industry.

Why This Role Matters

Operations is the backbone of SyntheticFi.

As an Operations Associate, you’ll be the main liaison between SyntheticFi, financial advisors, clients, and custodian partners. You’ll help ensure accounts are opened correctly, transfers happen smoothly, advisors receive timely support, and operational issues are resolved quickly and accurately.

This is more than a back-office role. You’ll have a direct impact on client experience, advisor relationships, and our ability to scale. You’ll also have the opportunity to help build and improve the operational foundation of a fast-growing fintech company.

What You’ll Own

• Communicate daily with our custodian partners to ensure smooth paperwork processing, resolve discrepancies, and manage margin requirements.

• Manage new client account setup, documentation, and serve as a primary point of contact for operational inquiries.

• Ensure all operational activities adhere to internal policies and financial regulations.

• Identify opportunities to streamline workflows and enhance operational efficiency, potentially by assisting with the implementation of new software or automation tools.

• Collaborate with product, engineering, and leadership teams on new financial products by assessing operational feasibility, designing workflows, and testing implementation processes.

Must-Haves

• Experience working with RIA custodians such as Charles Schwab, Pershing, Fidelity, or similar institutions

• Experience supporting advisor, brokerage, wealth management, or RIA operations

• Strong understanding of account opening, transfers, and operational workflows

• Exceptional attention to detail and accuracy

• Ability to prioritize and manage multiple tasks in a fast-paced environment

• Demonstrated problem-solving ability and a proactive approach to identifying and resolving operational issues

• Strong communication and relationship management skills

Nice-to-Haves

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field

• Experience with options, derivatives, margin lending, or securities-backed lending products

• Experience with SQL, Retool, Zapier, or other automation platforms

• Startup experience

Why You’ll Love Working Here

• Have a visible impact in a fast-growing company where your work directly influences growth and product adoption

• Take ownership of meaningful projects and processes

• Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision

• Work from home with flexible hours as a part of our remote-first team