Senior Account Operations Associate

Our Company

Arch is a Series B financial technology company that automates the management of private investments improving access understanding and the human experience of investing across asset classes.

Private investments such as venture capital hedge funds and private equity make up roughly 25% of the investment universe. Traditionally investors advisors banks families and managers track hundreds of investments in complicated spreadsheets file folders and busy inboxes. Not only is this tedious and time-consuming but it is rife with opportunity for manual data entry errors inconsistent reporting and lost information. Enter Arch.

Arch delivers standardized data documents and insights in a single platform avoiding the need to chase information across dozens or hundreds of portals. Our purpose is to save investors time while empowering them to make more informed investment decisions leading to better financial outcomes.

We are a fast-growing dynamic team of 120 serving over 400 clients including several of Americas largest banks families and financial institutions. Weve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

About the Role

Were looking for a Senior Account Operations Associate to support the success of Archs Single Family Office clients a high-touch vertical serving family offices and ultrahigh-net-worth individuals.

As part of Archs growing Account Operations function youll be responsible for ensuring that these clients experience a seamless and proactive relationship beyond onboarding. Youll partner closely with Account Management leadership to prioritize key client initiatives identify areas of opportunity and coordinate operational efforts that improve data quality reporting accuracy and client engagement.

This role is ideal for someone who enjoys structured problem-solving thrives on cross-functional collaboration and takes pride in getting the details right while building scalable processes that elevate client satisfaction.

What Youll Do

Lead Account Operations efforts within the Single Family Office vertical partnering with Account Management to align priorities track client health and execute key operational programs.

Partner directly with Account Management leadership to strengthen client engagement enhance account visibility and drive impactful servicing strategies.

Conduct detailed reviews of account health and data ensuring reporting accuracy and consistency across systems.

Manage ongoing operational excellence for high-priority accounts maintaining best-in-class data integrity and delivery standards.

Develop and enhance client engagement frameworks designing dashboards checks and metrics that surface insights and support data-driven decisions.

Serve as the operational bridge between the Single Family Office vertical and broader Account Operations teams supporting rollout and adoption of new tools standards and workflows.

Support client-specific reporting and data customization bridging technical data requirements with client-facing objectives.

Contribute to the buildout of Archs fastest-scaling function helping design the playbooks metrics and systems that will define Account Ops at scale.

What Were Looking For

2 years of professional or internship experience in finance wealth management project management consulting

Self-starter with exceptional attention to detail and ability to work independently in a fast-paced environment

Have project management skills and the ability to balance multiple responsibilities effectively.

Analytical mindset with the curiosity and rigor to investigate unexpected issues ask the right questions and validate findings across multiple systems

Familiarity with core financial reporting concepts or the interest and ability to quickly learn how investment managers structure and share fund data

Bonus Points If You :

Have worked in wealth management private funds a family office or accounting

Are familiar with concepts like IRRs capital calls K-1s or NAV reporting

Have experience with SQL or want to learn

A Note about us :

All of our full-time roles are based onsite at our New York City office where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections collaborate effectively to solve challenges and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting hands-on workspace.

Some perks of working for Arch include :

Strong Team - Youll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. Youll be involved in discussions that drive the growth and direction of our platform from the very beginning.

Product Market Fit - We have strong product market fit exceptionally low churn and have grown mostly organically through word of mouth.

Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. Were always ready to step in to help.

Great office - weve invested in a great space for the Arch team to come together at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).

Lunch is on Us - Grab lunch on us while youre in the office and take a break to laugh brainstorm or just hang out with your teammates over a meal.

Required Experience :

Senior IC

Key Skills

Business,Information Management,Accounting,Corporate Risk Management,Faculty,Jms

Employment Type : Full-Time

Department / Functional Area : Operations

Experience : years

Vacancy : 1

Monthly Salary Salary : 80 - 95