Operations Associate

🔥 42 minutes ago

🇺🇸 United States – Remote

💵 $65k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SyntheticFi

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💳 Fintech

💸 Finance

🤝 B2B

Fintech • Finance • B2B

SyntheticFi is a financial technology company that provides securities-backed lending solutions to independent financial advisors and their clients. It uses institutional financing techniques (box spreads constructed in the exchange-listed options market) to offer low-cost, often tax-deductible, floating and fixed-rate loans and lines of credit secured by client portfolios. SyntheticFi integrates with major custodians (Schwab, Fidelity, Interactive Brokers, Pershing), positions itself as a B2B partner to RIAs and wealth firms, and emphasizes faster onboarding, lower rates versus traditional lender products, and advisor-friendly operations. The firm is registered as an investment advisor with the U. S. SEC and disclaims tax, legal, and accounting advice.

📋 Description

• Serve as the main liaison between SyntheticFi, financial advisors, clients, and custodian partners • Communicate daily with custodian partners to ensure smooth paperwork processing, resolve discrepancies, and manage margin requirements • Manage new client account setup and documentation • Serve as a primary point of contact for operational inquiries • Ensure operational activities adhere to internal policies and financial regulations • Identify opportunities to streamline workflows and enhance operational efficiency • Assist with implementing new software or automation tools • Collaborate with product, engineering, and leadership teams on new financial products • Assess operational feasibility, design workflows, and test implementation processes

🎯 Requirements

• Must be legally authorized to work in the United States without current or future sponsorship • Experience working with RIA custodians such as Charles Schwab, Pershing, Fidelity, or similar institutions • Experience supporting advisor, brokerage, wealth management, or RIA operations • Strong understanding of account opening, transfers, and operational workflows • Exceptional attention to detail and accuracy • Ability to prioritize and manage multiple tasks in a fast-paced environment • Demonstrated problem-solving ability and a proactive approach to identifying and resolving operational issues • Strong communication and relationship management skills • Bachelor’s degree in Finance, Economics, Business Administration, or a related field (nice-to-have) • Experience with options, derivatives, margin lending, or securities-backed lending products (nice-to-have) • Experience with SQL, Retool, Zapier, or other automation platforms (nice-to-have) • Startup experience (nice-to-have)

🏖️ Benefits

• Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision • Work from home with flexible hours as a part of our remote-first team • Visible impact in a fast-growing company • Ownership of meaningful projects and processes

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