Associate, US Operations – Digital Wealth Platform

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership of and execute essential operational processes that drive our platform, focusing on public and private market investments (including buy/sell trades, reconciliation, corporate actions, capital calls, and NAV updates), customer onboarding and risk evaluation, account management, and money transfers.

• Collaborate with our Operations, Member Success, Product, Compliance, and Engineering teams to:

• Anticipate future business requirements;

• Develop workflows and address edge cases to operationalize new products; and

• Improve critical processes while considering factors such as cost, implementation complexity, regulatory compliance, and other pertinent risks.

• Coordinate efforts with internal and external partners to investigate operational challenges and implement preventive strategies.

• Establish data reporting workflows to monitor key operational metrics and fulfill regulatory reporting responsibilities.

⛳️ Requirements

• 3-4+ years of experience in business operations within the financial services sector, preferably in investments managing a range of asset classes.

• Proven experience in designing and implementing comprehensive operational processes with suitable controls.

• Strong technical problem-solving abilities: Enjoy identifying root causes and dissecting complex challenges.

• You excel in a startup-like setting where ambiguity is common. You are adept at adjusting to changing priorities, navigating complex problem spaces, conducting experiments, and maintaining a positive outlook amidst change.

• Excellent attention to detail and the ability to work autonomously.

• Bonus: Proficiency in SQL, Excel, and developing AI workflows.

🏝️ Benefits

• A competitive salary and benefits package, with numerous opportunities for professional growth and advancement.

• A lively and dynamic work environment where innovation, collaboration, and continuous learning are highly encouraged.

• The chance to collaborate with a diverse and talented team of industry experts who are passionate about shaping the future of finance.

• Hybrid work environment featuring a micro-kitchen and provided lunches.

• Comprehensive health insurance offerings for you and your family.

• High deductible health plan option available with contributions to a health savings account.

• 20 weeks of parental leave.

• 17 days of paid time off (PTO) annually.