US Operations Associate, Arta Finance
Digital Wealth Platform
$110-300k
+ Equity. Salary dependent on location.
More information about location
Consumer finance & wealth management platform
Be an early applicant
Consumer finance & wealth management platform
101-200 employees
Be an early applicant
$110-300k
+ Equity. Salary dependent on location.
More information about location
101-200 employees
Company mission
To help people enjoy more successful financial lives, to build the future they want.
Role
Who you are
- 3-4+ years of business operations experience in financial services, ideally in the investments space handling a mix of asset classes
- Have experience designing and implementing end-to-end operational processes with appropriate controls
- Technical problem-solving skills: Enjoy diving into root causes and breaking down complex problems
- 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
- Strong attention to detail and ability to work independently
- Bonus: Proficiency with SQL, Excel and setting up AI workflows
What the job involves
- As an Operations Associate, you will play a key role in building a culture of operational discipline within Arta by managing the 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
- The ideal candidate should be an advocate for the user experience of our customers, have an innate curiosity to understand how things work behind-the-scenes and a strong drive for improving processes
- Own and execute the critical operational processes that power our platform, in the areas of public and private market investments (e.g. buy/sell trades, reconciliation, corporate actions, capital calls, NAV updates), customer onboarding and risk assessment, account management, and money transfers
- Collaborate with our Operations, Member Success, Product, Compliance and Engineering teams to:
- Anticipate future business needs
- Brainstorm workflows and edge cases to operationalize new products; and
- Enhance key processes while considering implications such as cost, implementation complexity, regulatory compliance and other relevant risks
- Coordinate the efforts of internal and external partners to investigate operational issues and implement preventive measures
- Create data reporting workflows to track key operational metrics and manage regulatory reporting obligations
Application process
- Hiring Manager interview with Global Head of Operations based in Singapore, 45m
- Cross-functional interview with Global Head of Customer Success and/or Customer Success Manager, 45m
- Cross-functional interview with Global Head of Structured Products, 30m
- Co-founder/Culture interview with General Counsel, 30m
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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