US Operations Lead, Arta Finance
Digital Wealth Platform
$110-300k
Offers equity
Consumer finance & wealth management platform
Open for applications
Consumer finance & wealth management platform
101-200 employees
Open for applications
$110-300k
Offers equity
101-200 employees
Company mission
To help people enjoy more successful financial lives, to build the future they want.
Role
Who you are
- The ideal candidate should have an innate curiosity to understand how things work behind-the-scenes and a strong drive for improving processes
- They should also be an empathetic mentor who invests in the development of their team members
- 8+ years of business operations experience in financial services, ideally in the investments space
- 2+ years of people management experience
- A strategic and hands-on leader who is adept at influencing stakeholders through clear communication
- You thrive in a startup-like environment where not everything is black and white. You are comfortable adapting to evolving priorities, navigating ambiguous and complex problem spaces, running experiments, and staying optimistic through change
- You have experience designing and implementing end-to-end operational processes with appropriate controls
- You are passionate about financial services and technology
- Strong understanding of investment operations across various asset classes is a bonus
- Proficiency with SQL and setting up AI workflows are a bonus
- Location: Based in the Bay area or have plans to relocate to the Bay area
What the job involves
- We are looking for an experienced Operations Lead to drive our Operations function in the US
- You will play a key role in building a culture of operational discipline within Arta by managing the team that handles our core operational processes which power the end-to-end user journey of our clients
- This includes client onboarding, deposits/withdrawals, trading across all our asset classes and monitoring of account activity
- In doing so, you will collaborate with both internal (Customer Success, Product, Compliance, Engineering) and external (broker-dealers, fund managers) stakeholders
- You will report to the Global Operations Manager based in Singapore
- Lead and coach our US Operations team, ensuring that team goals align with overall company objectives. The US Operations team is lean but drives high impact within the business
- Own critical operational processes in the areas of trading (across public/private markets and structured products), reconciliation, onboarding, customer risk assessment, account management and money transfers
- Partner with our Operations, Product, Compliance, Customer Success and Engineering teams to anticipate future business needs and develop/enhance key processes. This involves navigating trade-offs across enhancing process efficiency, managing implementation complexity, maintaining robustness through control measures, optimizing the end-user experience and staying compliant with regulatory requirements
- Coordinate the efforts of internal and external partners to investigate operational issues and implement preventive measures
Application process
- Recruiter Screening with Head of Talent, 30m
- Hiring Manager Interview with Global FinOps Manager based in Singapore 30m
- Role Related Interview with a Customer Success Team Manager, 45m
- Cross-functional Interview with Head of Structured Product, 45m
- Co-founder/Culture Interview with General Counsel, 30m
- *Note: Hiring Manager/Global FinOps Manager may conduct an additional interview at a later stage
Our take
The “family office” is a financial management team that takes care of investments, family finances and growing wealth. Traditionally, this has been off-limits to everyone except the super-rich. However, Arta Finance believes it can leverage big data, AI, and fintech to bring these services to the masses.
Though there is no shortage of financial management and investment platforms out there, Arta is offering something a little different with its AI-managed portfolios. These stand out because of the use of user data and input to personalize the choices of stock purchases and other decisions.
Arta emerged from stealth in the fall of 2022 with a substantial funding round and has since pursued speedy growth. In 2023, its digital family office platform opened to all qualified investors in the US, and in 2025, it expanded access to Arta AI to global wealth advisors and managers.
Freddie
Company Specialist at Welcome to the Jungle
Insights
66% employee growth in 12 months
Company
Funding (1 round)
Nov 2022
$90m
SERIES A
Total funding: $90m
Company benefits
- We have a robust health insurance offering for you and your family
- High deductible health plan available with health savings account contribution
- Complimentary One Medical membership for individuals and dependents
- 20 weeks of parental leave
- 15 days PTO annually plus national and company holidays
- Remote-work friendly
Company HQ
Old Mountain View, Mountain View, CA
Leadership
Charles Dong
(Co-Founder & Product)Spent five years at Google as PM Lead & Head of Growth for Tez and GPay, following a two year spell as Product Manager at Box.
David Shapiro
(Co-Founder)Spent 15 years as Vice President at American Express before joining Google for 12 years, serving as Chief Business Officer of the Next Billion Users initiative, and Global Director of Chrome OS and Android Marketing.
Edward Chiang
(Co-Founder & Product)Spent 12 years as a Director of Product Management at Google in California then Singapore.
Felix Lin
(Co-Founder & CEO)Former CEO of PickPackGo and Qurb, Inc. Spent 12 years at Google as VP of Payment Ecosystems and VP, Product Management for Chrome OS.
Zelidrag Hornung
(Co-Founder & CTO)Former Software Design Engineer Lead at Microsoft, later spending 13 years at Google as a Senior Director of Engineering.
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