Operations Manager

The Company

At Arta Finance, we are product builders, machine learning researchers, investment professionals and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, bordering-on-magical technology. We are driven by the opportunity to apply deep tech to help people enjoy more successful financial lives. And we believe we can have fun doing it.

If you’re someone who has wondered whether your money is working as hard as you are, or if you’ve ever thought that there must be a better way to set and work toward your goals, we want to hear from you.

The Team

The Operations team at Arta is responsible for ensuring that the daily activities of our members (e.g. onboarding, deposits/withdrawals, trading) are executed reliably. We solve challenges that require managing trade-offs between optimizing the user experience, navigating our regulatory environment, enhancing process efficiency and maintaining robustness through control measures.

We are built on a high trust culture that emphasizes ownership, communication and collaboration.

The Role

Arta Finance is on an audacious and incredibly rewarding mission: to pave the way for people everywhere to lead more successful financial lives. We value trust, teamwork, and adaptability.

As part of the Operations team at Arta, you will play a key role in building a culture of operational discipline within Arta by managing the core operational processes that consistently deliver outstanding experiences to our members. In doing so, you will work closely with both internal (Member Success, Product, Compliance, Engineering) and external (broker-dealers, other parties in the investment ecosystem) stakeholders. The ideal candidate should be an advocate for the experience of our members and have an innate curiosity to understand how things work behind-the-scenes.

What You Will Do

• Execute critical operational processes in the areas of trading, reconciliation, onboarding, customer risk assessment, account management, alternative investments processing, money transfers 

• Collaborate with our operations, product, compliance and engineering teams to anticipate future business needs and develop/enhance key processes ranging from handling trade errors to building a transaction monitoring framework

• Coordinate with internal and external partners to troubleshoot issues and questions

• Create data reporting workflows to track key operational metrics and satisfy regulatory reporting obligations

Who You Are

• 2-4 years of business operations experience in financial services, ideally in the investments space

• 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

• Bachelor’s degree, or equivalent experience

• Passion for financial services and technology

• Strong attention to detail and ability to work independently

• You are located in the Bay Area, and you can work from the Mountain View office as needed

• You must be authorized to work in the United States

• Bonus: Proficiency with SQL, Excel

• Bonus: Experience in a dynamic, fast-paced startup environment, working with critical systems

• Bonus: Knowledge of KYC/AML standards and regulations

• Bonus: High-level understanding of common technical concepts such as APIs. Interest in the use of AI tools to enhance productivity.

What We Offer

• We have a robust health insurance offering for you and your family

• High deductible health plan available with health savings account contribution

• Complimentary One Medical membership for individuals and dependents 

• 20 weeks of parental leave

• 15 days paid time off annually and end of year shutdown

Arta's Compensation Philosophy

We determine your level 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 significant part of your total compensation.

IC I: $110,000-$180,000
IC II: $160,000-$230,000
IC III: $180,000-$300,000