New York, New York, United States · On-site
Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with…
Skills: Account Trading, Model Implementation, Portfolio Rebalancing, Tax-Loss Harvesting, Direct Indexing
Toronto, Ontario, Canada · On-site
$95k–$105k/yr
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Digital Operations, Web Production, CMS Management, Figma, UX Design
McLean, Virginia, United States · On-site
Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with…
Skills: Project Management, Data Analysis, Cross-functional Coordination, Strategic Planning, Stakeholder Management
McLean, Virginia, United States · On-site
Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with…
Skills: Cross-functional Leadership, Project Management, Analytical Rigor, Strategic Planning, Business Operations
Toronto, Ontario, Canada · Hybrid
$110k–$130k/yr
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Product Backlog Management, LLM Fundamentals, Retrieval-Augmented Generation (RAG), Prompt Engineering, Agentic Frameworks
Toronto, Ontario, Canada · Hybrid
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Conversion Rate Optimization, A/B Testing, Multivariate Testing, Behavioral Analytics, UX Design
Toronto, Ontario, Canada · On-site
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Business Development, Sales Strategy, Account Management, MICE Industry Knowledge, Lead Generation
Toronto, Ontario, Canada · Hybrid
$110k–$115k/yr
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Scrum Mastery, Cross-team Delivery, SAFe Agile, JIRA, Git
Toronto, Ontario, Canada · Hybrid
$110k–$125k/yr
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Delivery Management, Scrum Mastery, SAFe Framework, PI Planning, Coaching
McLean, Virginia, United States · On-site
Most wealth management is fragmented. Range is building AI-powered wealth management that actually works. One platform – investments, taxes, retirement, estate – all of it. All helping members manage financial complexity…
Skills: SQL, Python, dbt, Cloud Data Warehouse, Sigma
McLean, Virginia, United States · On-site
Most wealth management is fragmented. Range is building AI-powered wealth management that actually works. One platform – investments, taxes, retirement, estate – all of it. All helping members manage financial complexity…
Skills: Dimensional Modeling, Data Architecture, dbt, Python, Fivetran
McLean, Virginia, United States · On-site
Most wealth management is fragmented. Range is building AI-powered wealth management that actually works. One platform – investments, taxes, retirement, estate – all of it. All helping members manage financial complexity…
Skills: Analytics Engineering, Data Modeling, Dbt, SQL, Cloud Data Warehousing
Toronto, Ontario, Canada · Hybrid
$180k–$190k/yr
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Financial Modelling, FP&A, Corporate Finance, Strategic Finance, Advanced Excel
Toronto, Ontario, Canada · Hybrid
$110k–$120k/yr
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel advisors add real value to a tr…
Skills: Financial Modeling, Scenario Planning, Unit Economics, Cost Allocation, Forecasting
New York, New York, United States · On-site
Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with…
Skills: Alternative Investments, Private Equity, Private Credit, Real Estate, Hedge Funds
New York, New York, United States · On-site
At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together. We’re building AI-powered w…
Skills: Investment Operations, Trading, Portfolio Monitoring, Financial Reporting, Tax Harvesting
New York, New York, United States · On-site
At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together. We’re building AI-powered w…
Skills: Adobe Premiere Pro, Adobe After Effects, Descript, Video Editing, Motion Graphics
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Own account trading and model implementation to ensure members remain aligned with their investment plans. Architect the infrastructure and controls necessary to scale tax-smart portfolio management for a growing member base.
Requires 5+ years of experience in trading or portfolio operations at an RIA or asset manager. Preferred qualifications include CFA/CFP designations, Series 7 and 66 licenses, and experience with direct indexing.
Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.
Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.
If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.
We're looking for a Senior Portfolio Implementation Analyst to join our Investment Team and own the account trading and model implementation that keeps every member aligned with their investment plan. This is a chance to shape the trading function of our rapidly growing Investment Management offering.
You'll be responsible for all trading conducted in our members' accounts — from daily model basket trading and rebalancing to cash raises, tax-aware trades, and specific member requests. You’ll also own consistent reviews and audits of members' accounts to ensure compliance with their investment plans.
Beyond execution, you'll help architect the infrastructure and controls required to efficiently scale bespoke, tax-smart portfolio management to a fast-growing member base. You'll sit at the intersection of our investment, operations, engineering, and advisory teams — with the autonomy to drive better outcomes for members and make a lasting mark on the growth of our Investment Management offering.
This role is based in our headquarters in McLean, VA, or our New York City office. Employees hired for this position will work in-office Monday–Friday. If you are not currently located in the area, your willingness to relocate will be a contingency for employment.
Conduct daily trading across all Range-managed models, ensuring accurate, timely, and compliant execution of equity, ETF, mutual fund, and fixed-income orders.
Own rebalancing workflows at scale, including tax-aware trading, tax-loss harvesting, and direct indexing implementation.
Help strengthen our trading infrastructure – refining processes, controls, and tooling so execution stays accurate and scalable as Range grows.
Monitor and analyze trades, proactively reviewing and identifying accounts for adherence to their model portfolios and implementation plans.
Meet with members as needed to walk through rebalancing activities and trading mechanics in clear, plain language.
Partner with advisors and the broader investment team to support model changes and special account-level handling (e.g., legacy holdings, concentrated position management, and other restrictions).
Uphold best-execution practices and support the investment team's compliance and oversight obligations.
CFA and/or CFP designations
Series 7 and Series 66 licenses
5+ years of experience in trading or portfolio operations at an RIA or other asset manager
Member-facing experience with HNW and UHNW individuals
Experience with direct indexing, tax-loss harvesting, and tax-aware trading
Prior experience at a fintech or high-growth startup.
Passion for the markets and strong investment acumen
Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
401(k): Retirement savings program to support your future
Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
Parental Leave: Comprehensive leave policy for growing families
Meals: Select meals covered throughout the week
Fitness: Monthly movement stipend
Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster
Annual Compensation Reviews: Salary and equity refreshes based on performance
Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
The all-in-one AI wealth management service for high-income households. Taxes, investing, equity. All in one place.
Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management, retirement planning, estate planning, tax planning, insurance optimization, and more.
Offices: 1775 Tysons Blvd, McLean, Virginia 22102, US
The all-in-one AI wealth management service for high-income households. Taxes, investing, equity. All in one place.
Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management, retirement planning, estate planning, tax planning, insurance optimization, and more.
Offices: 1775 Tysons Blvd, McLean, Virginia 22102, US
