Range
Fintech & PaymentsDirect Ashby career site

Investment Operations Associate

Pay
$70,000 – $140,000 per year
Location
New York, NY · On-site
Job type
Full-time
Level
Mid-level
Experience
1+ year
Listed
30 days ago

Skills & highlights for this role

  • Series 7
  • Series 63
  • Series 65
  • brokerage operations
  • custodial platforms
  • trade reconciliation

Also useful

  • FinTech
  • RIA experience
  • broker-dealer experience

About the Role

Investment Operations is where a member's money actually moves. Our team owns the full operational lifecycle of a member's investment accounts-from the moment an application is submitted, through funding and investing, into ongoing rebalancing, and across every dollar that moves in or out along the way.

This role is deliberately broad. Instead of owning one workflow, you'll build competence across all four of our core functions: Trading, Transfers, Account Lifecycle, and Investment Experience. Competence means you can run a function without supervision, and the path from Associate to Specialist to Lead is measured by how many of them you can run independently and, eventually, teach to someone else.

You'll report to the Head of Investment Operations on a small team where individual contribution is highly visible, and you'll sit close enough to members and our Certified Financial Planners to see exactly where our process is slower or more manual than it should be. We'll expect you to do something about it.

We're excited to hire this role at Range's Headquarters in McLean, VA, or in our New York City office (preferred). All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let's discuss relocation as part of your journey to joining us.

What You'll Do with US

  • Own pieces of the member investment lifecycle end to end-onboarding, funding, trading, and ongoing account management
  • Support the trading process, from reviewing recommendations for suitability through daily rebalancing checks
  • Keep member funds moving accurately and on time, and resolve the transfer issues that would otherwise keep a member from being invested
  • Guide accounts from approved application to fully invested, clearing operational blockers as they come up
  • Be a direct point of contact for members with questions about their portfolio or account
  • Partner with CFPs and the broader investments team, with growing exposure to investment management and portfolio modeling
  • Flag friction, propose fixes, and help shape how Range's operations scale as we grow

What Will Set You Apart

  • 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 comfort working against daily deadlines in an accuracy-first environment
  • A bias toward improving the work, not just completing it
  • Clear written and verbal communication, with the confidence to talk directly to members
  • Genuine interest in breadth over early specialization
  • Series 7, 63, or 65/66 preferred; FinTech, RIA, or broker-dealer experience a plus

Compensation

Base salary range: $70,000 - $140,000

This is the base salary range we expect in good faith to pay for this role at the time of posting. Where an offer lands within the range depends on the scope and complexity of work the candidate can own independently and demonstrated depth at this level.

Other Compensation and Benefits

  • The range above reflects base salary only. Our offer packages also include equity in the form of stock options, so total compensation for this role will exceed the base salary range.
  • We do not ask for or consider salary history. You are welcome to ask questions about compensation at any point in the process.

Benefits

  • Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
  • 401(k): Retirement savings program to support your future
  • Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
  • Parental Leave: Comprehensive leave policy for growing families
  • Meals: Select meals covered throughout the week
  • Fitness: Monthly movement stipend
  • Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
  • Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster
  • Annual Compensation Reviews: Salary and equity refreshes based on performance
  • Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

About Range

Range is creating AI-powered solutions to eliminate financial complexity for our members. We're transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We're obsessed with member experience! We've built an integrated platform that tackles the full spectrum of financial needs-investments, taxes, retirement planning, and estate management-all unified in one intuitive system.

Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life-from former CEOs and startup founders to experts from leading hedge funds and tech companies.

If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

Read the original posting

From Range's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Investment Operations Associate role at Range, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

  • See how you fit

    Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.

  • Tailor without inventing

    Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.

  • Draft the full kit

    Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.

  • 1-Click Extension Autofill

    The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.

Common questions

What is the salary for the Investment Operations Associate role at Range?

The Investment Operations Associate posting at Range states compensation of $70,000 – $140,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Range's official career site.

Where is the Investment Operations Associate job at Range located?

This Investment Operations Associate position at Range is located in New York, NY (On-site). Always check Range's application page for specific state eligibility or relocation policies.

What qualifications are required for Investment Operations Associate at Range?

For the Investment Operations Associate role, Range highlights 1+ year of relevant experience; experience with brokerage operations, custodial platforms, trade reconciliation. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Investment Operations Associate position at Range?

This listing links directly to Range's Ashby application page. You can apply directly on Range's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.