Sr. Invest Operations Associate

Acorns Grow Inc.; New York (NY); Remote; USD 72,000 - 85,000; Full time

Job summary

Join a forward-thinking company dedicated to financial wellness as a Sr. Investment Operations Associate. This role is vital in managing investment transactions and enhancing customer trust in an innovative platform. You will oversee customer inquiries, support various investment processes, and collaborate with teams to drive operational excellence. With flexible work options and a commitment to fostering a diverse community, this position offers the chance to make a significant impact while growing your career in a supportive environment. If you are passionate about empowering others through financial education and investment, this opportunity is perfect for you.

Benefits

Competitive salary and stock options

Comprehensive benefits package

Flexible work hours

401k discretionary match

Monthly Acorns account contribution

Wellness Days

Mindfulness and Mental Health resources

Career Development Program

Community celebrations and events

Qualifications

• 3-5 years of experience in investment or financial operations.
• Detail-oriented with strong customer service skills.

Responsibilities

• Manage the lifecycle of investment-related customer support.
• Collaborate with internal teams to support operations.

Skills

Customer Service

Detail-oriented

Communication Skills

Investment Knowledge

Problem Solving

Flexibility

Education

FINRA SIE License

Series 66 License

Series 7 License

Job description

At Acorns, our mission is to look after the financial best interests of the up-and-coming, beginning with the empowering, proud step of micro-investing. How do we accomplish our mission? Our values.

Lead With Heart - With compassion, integrity, and tenacity, inspire yourself and others to move past all previous thresholds of possibility

Make Bold Decisions - We are creating a new world. Be optimistic, adventurous, and courageous. Leap fearlessly into the future

Always Build Trust - Say what you mean, mean what you say, and do what you say you’re going to do. We are all owners. We are one team

Never Stop Growing - Change IS the constant. Stay hungry and curious. Be relentless in the pursuit of progress

Find a way - Never settle, no excuses, nothing is impossible. Just make it happen

Our values guide us, and our mission drives us. Come join us and help deliver financial wellness for the whole family, putting the tools of wealth-making into everyone’s hands.

Sr. Invest Operation Associate | Acorns

Acorns is seeking a highly motivated and detail-oriented Series 66 and 7 licensed Registered Representative to join our dynamic Investment Operations team. This role is crucial in ensuring the integrity and efficiency of investment transactions, fostering customer trust in Acorns’ innovative investing platform. You will be responsible for managing the full lifecycle of investment transactions and addressing investment advisor-related customer inquiries, while contributing to process improvements and issue resolution.

This role has the option to be remote or based in our Irvine, CA, or New York, NY offices.

What you will do at Acorns:

• Manage the full lifecycle of investment-related customer support, ensuring timely and accurate responses to inquiries.
• Support age of transfer requests, incoming and outgoing rollovers, and funding source changes.
• Handle specialized processes including levies, wire payments, court orders, deceased accounts, and ACH disputes.
• Execute individual trade orders and assist in unsuccessful ACH payment resolution.
• Collaborate with internal stakeholders (Legal, Compliance, Marketing, and Product teams) to support ongoing operations and initiatives.
• Coordinate with our IRA custodian to support audits, reconciliations, withholding, and rollover activities.
• Monitor and respond to operational incidents, escalating and resolving issues in a timely manner.
• Review and support the accuracy of customer 1099 forms before release.
• Maintain and enhance email macros and SOPs to improve team efficiency and customer experience.
• Identify opportunities to improve, streamline, or automate internal processes while ensuring compliance with regulations.

What you will bring to Acorns:

• FINRA SIE, Series 66, 7 license or will obtain in 6 months from being hired.
• 3-5 years of investment, banking or financial operations experience.
• Detail-oriented and the ability to consistently execute on assigned tasks effectively with a high degree of excellence.
• Customer-focused and a passion for speaking to customers, answering queries, and solving complex issues.
• Excellent written and verbal communication skills and the ability to build rapport.
• Strong work ethic and a proactive approach, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
• Ability to identify and escalate priority issues.
• You are flexible with your working hours. Shifts may include evenings, weekends, or holidays.

• Thirst for delivering game-changing products.
• Exceptional drive and precision in delivery.
• A belief that your work is tied to your life's mission.
• Optimistic about the potential of societal change.

You are not expected to have experience with all listed requirements. If you feel passionate about Acorns' mission, vision, and values, please apply.

What we offer:

• Competitive salary and stock options.
• A comprehensive benefits package to meet the needs of you and your family.
• Flexible work hours, location, and paid time off.
• 401k discretionary match.
• Monthly Acorns account contribution & GoHenry account for your family.
• Wellness Days - Company-wide quarterly days off to rest + recharge.
• Mindfulness, Mental Health, and Financial Wellness resources: Headspace, Ginger, and Addition Wealth are offered at no cost to you.
• Acorns Career Development Program (Monthly Acorns to Oaks training sessions, development plans, quarterly development check-ins, Cornerstone’s online training platform).
• Roots Leadership Program for emerging leaders.
• Monthly community celebrations, events, panel discussions, and speakers.
• Talented and motivated team members who care deeply about one another, our mission, and our customers.
• The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.

About Acorns:

Acorns is how everyday consumers save & invest for the long term. By putting the tools of wealth-making in everyone's hands, Acorns has become the largest subscription service in U.S. consumer finance, serving over 10 million everyday Americans. Today, Acorns is a global company across five countries with three distinct products, including GoHenry, the leader in money management and financial education for kids in the US and UK, and Pixpay, a leading European money manager for teens. At Acorns, customers get automated investing in diversified portfolios, a simple retirement product, a bank account that helps people spend less to invest more, and bonus investments from 20k brands. Parents can easily invest in their kids and get money news they can use to grow at every life stage. From acorns, mighty oaks do grow!

Mission:

With benevolence and courage, we look after the financial best interests of the up-and-coming; beginning with the empowering step of micro-investing.

Values:

• Lead With Heart
• Make Bold Decisions
• Always Build Trust
• Never Stop Growing
• Find a Way

Commitment to a diverse community:

Acorns is committed to building a diverse community of customers, partners, and team members. We believe that fostering diversity not only fuels creativity but also challenges conventional thinking and helps us properly represent the unique experience of the everyday consumer that we serve.

Compensation Information:

The pay range for this position at commencement of employment is expected to be between $72,500 and $85,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, equity grants, and discretionary cash bonus awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Work Authorization:

Acorns participates in E-Verify to confirm the employment eligibility of all newly hired employees. For more information about E-Verify, please visitwww.e-verify.gov.