Associate, US Operations - Digital Wealth Platform (Bay area and remote)

Arta Finance

$110K — $180K *
US-AnywhereRemote in California, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-4+ years of business operations experience in financial services, preferably in investments
  • Proven ability to design and implement end-to-end operational processes
  • Strong technical problem-solving skills for complex issues
  • Comfortable operating in a fast-paced, startup-like environment
  • Detail-oriented with the capacity to work independently
  • Bonus: Familiarity with SQL, Excel and AI workflow setup

Responsibilities

  • Own and execute core operational processes for users across asset classes
  • Collaborate with various teams to anticipate and fulfill business needs
  • Brainstorm and implement workflows for new product operationalization
  • Investigate operational issues and coordinate preventive measures
  • Create and manage data reporting for operational metrics and regulatory needs

Benefits

  • Competitive salary and benefits package with growth opportunities
  • Vibrant work environment prioritizing innovation and collaboration
  • Chance to work with a diverse team of finance industry experts
  • Hybrid work model with provided lunches
  • Comprehensive health insurance for employees and families
  • Health savings account with high deductible plan
  • 20 weeks of parental leave
  • 17 days of PTO annually
Full Job Description
The Role

As an Operations Associate, you will play a key role in building a culture of operational discipline within Arta by managing the core operational processes which power the end-to-end user journey of our clients. This includes client onboarding, deposits/withdrawals, trading across all our asset classes and monitoring of account activity. In doing so, you will collaborate with both internal (Customer Success, Product, Compliance, Engineering) and external (broker-dealers, fund managers) stakeholders.

The ideal candidate should be an advocate for the user experience of our customers, have an innate curiosity to understand how things work behind-the-scenes and a strong drive for improving processes.

What You Will Do
  • 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.


Who You Are
  • 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.
  • Location: Ideally you are based in the Bay Area but we are open to remote candidates if you have strong experience. (Ideally, west-coast time zone)


Interview Process
  1. Hiring Manager interview with Global Head of Operations based in Singapore, 45m
  2. Cross-functional interview with Global Head of Customer Success and/or Customer Success Manager, 45m
  3. Cross-functional interview with Global Head of Structured Products, 30m
  4. Co-founder/Culture interview with General Counsel, 30m


What We Offer
  • 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


Arta's compensation philosophy

We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days.

Please keep in mind that the equity portion of your offer is not included in these numbers and represents a substantial part of your total compensation.

IC I: $110,000-$180,000

IC II: $160,000-$230,000

IC III: $180,000-$300,000

Similar Jobs

More Jobs at Arta Finance

More Finance & Insurance Jobs

Find similar Associate, US Operations - Digital Wealth Platform (Bay area and remote) jobs: