Remote FinTech Operations Associate – Impact & Growth

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

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.