The board
- Where
- McLean, VA
- Posted
- Jun 12
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 wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.
What you'd do
- Partner closely with investment leadership to support portfolio construction, asset allocation decisions, and the implementation of top-down investment strategy.
- Meet with members to discuss portfolio strategy, investment management opportunities, and other investment-related topics.
- Support implementation of investment strategies across member accounts, ensuring alignment with model portfolios and strategic targets.
- Conduct quantitative and qualitative research across asset classes including equities, fixed income, alternatives, and private investments.
- Collaborate cross-functionally with Financial Planning, Operations, and Engineering to improve investment workflows and tools.
- Rapidly digest important market news and assist with the creation of investment memos, market commentary, and member-facing written and video content.
- CFA or CFP designations
- Series 7 and/or Series 65 or Series 66 licenses
- 5+ years of experience in a similar role
- Member-facing experience with HNW and UHNW individuals of all ages
What you get
- Comprehensive health coverage: Medical, dental, and vision
- 401k plan
- Technology allowance
- PTO
- Top of Market Pay
- Paid parental leave
About Range · Investments
We’re looking for an Investment Analyst to join our growing investment team at Range. In this role, you will play a critical part in building out a best-in-class investment management offering by supporting portfolio construction, manager and vehicle research, and market analysis, while guiding members toward their investment goals. This is a unique opportunity to join a team building both a suite of institutional-quality investment offerings and the operational infrastructure to implement them…