Associate, US Operations - Digital Wealth Platform (Bay area and remote)
External
Artafinance · Bay AreaPrepare for this interview
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About 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.
Responsibilities
- 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.
- 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
- Hiring Manager interview with Global Head of Operations based in Singapore, 45m
- Cross-functional interview with Global Head of Customer Success and/or Customer Success Manager, 45m
- Cross-functional interview with Global Head of Structured Products, 30m
- Co-founder/Culture interview with General Counsel, 30m
Benefits
Additional Information
The Company Arta is on an audacious and incredibly rewarding mission: to pave the way for people everywhere to lead more successful financial lives. Arta leverages AI and sophisticated digital tools-once reserved for ultra-high-net-worth individuals-and makes them accessible to a broader global audience. Think of it as your own digital family office, combining intelligent investment strategies, alternative assets, private market access, and smart automation to help you grow and protect your wealth effortlessly. We value trust, teamwork, and adaptability. Think: intelligent investing, personalized portfolios, and real-time trading, all backed by robust data infrastructure.
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