Investment Operations Associate

About the role

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

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

You will report to the Head of Investment Operations on a small team where individual contribution is highly visible. You will work closely with members and our Certified Financial Planners to identify where the process is slower or more manual than it should be—and be expected to improve it.

The role is based at Range Headquarters in McLean, VA, or in the New York City office (preferred). All positions follow an in-office schedule Monday through Friday to collaborate directly with your team. If you are not currently based in these areas, relocation can be discussed.

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, including reviewing recommendations for suitability and performing daily rebalancing checks
• Keep member funds moving accurately and on time, and resolve transfer issues that would otherwise prevent a member from being invested
• Guide accounts from approved application to fully invested, clearing operational blockers as they come up
• Serve as 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
• Identify friction, propose fixes, and help shape how Range's operations scale as the company grows

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 confidence to speak directly with members
• Genuine interest in breadth over early specialization
• Series 7, 63, or 65/66 preferred; FinTech, RIA, or broker-dealer experience is a plus

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 will hold your spot for 6 months and pause your equity vesting, which resumes if you return

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.