Investment Operations Associate

About the role

Investment Operations is where a member's money actually moves. The team owns the full operational lifecycle of investment accounts, from application to funding, trading, rebalancing and ongoing management.

Key responsibilities

• Own end‑to‑end pieces of the member investment lifecycle – onboarding, funding, trading and ongoing account management.
• Support the trading process, reviewing recommendations for suitability and performing daily rebalancing checks.
• Keep member funds moving accurately and on time, resolving transfer issues that could block investment.
• Guide accounts from approved application to fully invested, clearing operational blockers as they arise.
• Serve as a direct point of contact for members with portfolio or account questions.
• Partner with Certified Financial Planners and the broader investments team, gaining exposure to portfolio modeling.
• Identify friction points, propose fixes and help scale operations as the company grows.

Required profile

• 1‑3 years of experience in investment operations, brokerage operations or a comparable financial‑services role.
• Familiarity with custodial or clearing platforms and core brokerage workflows.
• Sharp attention to detail and ability to meet daily deadlines in an accuracy‑first environment.
• Clear written and verbal communication skills, comfortable speaking directly with members.
• Interest in breadth of experience over early specialization.

Required skills

• Custodial platform usage
• Clearing platform usage
• Core brokerage workflow knowledge

What we offer

• Base salary $70,000 – $140,000 per year, plus equity stock options.
• 100% employer‑covered medical insurance for employees (75% for dependents), dental and vision.
• 401(k) retirement savings plan.
• Paid time off plus federal holidays and parental leave.
• Meals, fitness stipend and monthly movement allowance.
• Access to cutting‑edge AI tools and early equity exercise eligibility.
• Annual compensation reviews and career‑growth focus.