💼 About This Role

You'll lead trading and portfolio operations for a cutting-edge wealth management platform, managing complex multi-asset portfolios from the ground up. Your core impact will be defining efficient processes for account setup, reconciliation, and client reporting. This role offers the chance to build investment infrastructure alongside a top team backed by Google's Gradient Ventures.

🎯 What You'll Do

• Lead top-down investment execution for the firm
• Define processes for client account setup and transfers
• Perform daily reconciliation of portfolio holdings and cash
• Generate and distribute client performance reports

📋 Requirements

• 7+ years experience in investment operations role
• CFP, CFA, Series 65 or Series 66 designation
• BS/BA in Finance, Accounting, or related field
• Experience with financial services technologies

✨ Nice to Have

• Consumer fintech experience
• Start-up experience
• Interest in tech industry

🎁 Benefits & Perks

• 🏥 Comprehensive health coverage: Medical, dental, vision
• 💰 401k plan with company match
• 💻 Technology allowance
• 🏖️ PTO and paid parental leave