Investment Specialist, Range
All-in-one wealth management dashboard
Open for applications
All-in-one wealth management dashboard
21-100 employees
Open for applications
21-100 employees
Company mission
To eliminate your stress and improve your financial outcomes, no matter where you are on your money journey.
Role
Who you are
- But we’re looking for more than just an investment operations rockstar - we’re looking for someone that’s passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members
- Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business
- CFP, CFA, Series 65 or Series 66 designation
- 7+ years experience in a similar role
- Passion for the markets and strong investment acumen
- Organizational and written communication skills
- BS or BA in Finance, Accounting, or other related major preferred
- Experience using financial services technologies
- An interest in the tech industry and/or experience with start-ups
- Consumer fintech experience
What the job involves
- We’re looking for an experienced investment operations leader to be a key member of our investment team
- This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio
- This position offers a unique opportunity to join a team that is building an investment portfolio and operational infrastructure from the ground up
- Work directly with VP Investments to lead top-down investment execution for Range
- Lead the implementation of Range’s investment strategies efficiently across various investment vehicles
- Define and lead an efficient process to assist clients with account set up and transfers
- Lead daily reconciliation of portfolio holdings, transactions, and cash balances
- Manage accounts by reviewing regularly for
- Tax harvesting
- Opportunistic rebalancing
- Cash investment needs
- Cash generation and distribution needs
- Generate and distribute client performance reports on a regular basis
- Rapidly digest important market news and assist with market-content generation
- Lead and develop a team of operations specialists
- Act as the liaison between Range and all custodians we work with
Our take
Due to inflation and the rising cost of living, the financial environment for all levels of earners has become increasingly strained. Furthermore, personal financial planning, especially for families and shared-income households, can take up a lot of time so there’s more of an onus than ever on financial planners and advisors to use the latest in technology to squeeze all the value possible out of one’s earnings. Range is one of these companies and has created an all-in-one wealth management platform for high earners.
Range’s solutions for wealth management include investment consultancy, tax, retirement, education, and estate planning as well as insurance optimisation. Alongside its teams of service providers, Range also uses AI to offer personalised customer guidance and evaluations.
With substantial Series A awarded in 2023, Range is a young company that emerged out of the pandemic and so has started out strong. It will use its funds to expand its product and engineering teams and speed up the development of its AI fintech tools.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Nov 2024
$28m
SERIES B
May 2023
$12m
SERIES A
Total funding: $40m
Company benefits
- Healthcare Benefits
- Technology Allowance
- Team Weeks
- Salary + Equity Packages
- Generous PTO
- Paid Parental Leave
Company HQ
Tysons, VA
Leadership
David Cusatis
(CTO)Previously Software Engineer at Twitch, Amazon, IBM and Always Prepped.
Fahad Assan
(CEO)Previously Investor at Activant Capital, Founding VP at Convoy Inc, Founder and CEO at Always Prepped and VP of Business Development at Intelliworks.
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