Arta
FinTech
Associate,USOperations-DigitalWealthPlatform
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate, US Operations - Digital Wealth Platform at Arta. Skills: Process management, Cross-functional coordination, Operational metrics, Resource planning. Own and execute critical operational processes. Manage platform operations”
Industry & Context.
Technical problem-solving; Root cause analysis; Complex problem breakdown
What They're Looking For.
Must Have
3-4+ years business operations experience, Financial services experience, Investments space experience, Experience designing and implementing end-to-end operational processes, Appropriate controls experience
Nice to Have
Proficiency with SQL, Proficiency with Excel, Setting up AI workflows proficiency
What You'll Do.
Own and execute critical operational processes
Manage platform operations
Handle public and private market investments
Execute buy/sell trades
Perform reconciliation
Manage corporate actions
Process capital calls
Manage customer onboarding
Manage risk assessment
Manage account management
Manage money transfers
Collaborate with Operations team
Collaborate with Member Success team
Collaborate with Product team
Collaborate with Compliance team
Collaborate with Engineering team
Anticipate future business needs
Brainstorm edge cases
Operationalize new features
Enhance key processes
Coordinate internal partners
Coordinate external partners
Investigate operational issues
Implement preventive measures
Create data reporting workflows
Track key operational metrics
Manage regulatory reporting obligations
How You'll Work.
Team & Collaboration
Internal stakeholders; External stakeholders; Customer Success; Product; Compliance; Engineering; Broker-dealers; Fund managers
Full Job Description
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 considering implications such as cost, implementa
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