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