Associate, US Operations – Digital Wealth Platform

Responsibilities

• 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 Operations, Member Success, Product, Compliance and Engineering teams to:
  • Anticipate future business needs;
  • Brainstorm workflows and edge cases to operationalize new products;
  • 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.

Qualifications

• 3-4+ years of business operations experience in financial services, ideally in the investments space handling a mix of asset classes.
• 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.
• Thrive in a startup-like environment where not everything is black and white. 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.