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Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system. As Head of Investment Operations, you will own and scale the end-to-end investment operations function at Range. This is a leadership role responsible for building the operational backbone that supports our AI-powered wealth management platform as we grow in complexity, volume, and regulatory responsibility. You will lead investment operations strategy, manage and grow a high-performing team, and oversee a critical business function at Range. This role sits at the intersection of technology, compliance, and client experience.
Job Responsibility:
Scale and lead Investment Operations by building processes, systems, and teams that support rapid asset growth while maintaining accuracy, reliability, and regulatory excellence
Own broker-dealer operational leadership, including trading, custody, reconciliation, account lifecycle management, and operational risk oversight
Drive automation and operational efficiency, partnering with Engineering and Product to eliminate manual processes and embed scalable workflows directly into the Range platform
Set operational strategy and KPIs, using data to measure performance, identify bottlenecks, and continuously improve investment operations outcomes
Ensure regulatory and compliance alignment, collaborating with Compliance and Legal to support AML, trading controls, audits, and evolving regulatory requirements
Lead and develop a high-impact team, hiring, mentoring, and empowering investment operations leaders and individual contributors as the organization scales
Partner cross-functionally with Product, Engineering, and Client Services to launch new investment features, asset types, and capabilities with operational readiness from day one
Requirements:
10+ years of experience in investment operations, brokerage operations, or wealth management, with senior leadership experience in a high-growth or technology-driven environment
Deep familiarity with broker-dealer operations, including trading workflows, custodians, clearing, reconciliations, and operational controls
Proven track record of scaling operations through automation, systems design, and process optimization—ideally in FinTech or digital wealth management
Expertise in regulatory and operational risk management, including AML, supervision, and audit readiness
Data-driven mindset with experience defining KPIs, dashboards, and performance metrics for operational excellence
FinTech or startup experience preferred
What we offer:
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
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’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return