Associate, US Operations – Digital Wealth Platform

Arta Finance

Operations Associate managing critical operational processes for digital wealth platform. Collaborating with teams while enhancing user experience and operational efficiency.

Posted 6/12/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $110,000 - $180,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business operationsoperational processesrisk assessmentdata reportingregulatory complianceSQLExcelAI workflowscapital callsNAV updates

Soft Skills

technical problem-solvingattention to detailindependent workadaptabilitynavigating ambiguityoptimism through changecollaborationbrainstorminginvestigative skillsprocess enhancement