Associate, US Operations – Digital Wealth Platform

🕒 June 12

🏄 California – Remote

🏄 California – Remote

💵 $110k - $180k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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Arta Finance

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $90M Series A on 2022-11

Consulting • Insurance • Finance

Arta Finance is a digital family office that unlocks the "financial superpowers" of the ultra-rich through technology. Its mission is to empower more individuals to access sophisticated financial strategies and exclusive investment opportunities, which have traditionally been available only to ultra-high-net-worth individuals. Founded by former Google executives and researchers, Arta is a US SEC-registered investment advisor that aims to democratize these financial advantages for a broader audience globally.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• A competitive salary and benefits package, with ample opportunities for growth and advancement • A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued • The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance • Hybrid work environment with micro-kitchen and lunch provided • Robust health insurance offering for you and your family • High deductible health plan available with health savings account contribution • 20 weeks of parental leave • 17 days PTO annually