Senior Account Operations Associate

Arch•New York, NY

30d•Onsite

About The Position

We're looking for a Senior Account Operations Associate to support the success of Arch's Single Family Office clients - a high-touch vertical serving family offices and ultra-high-net-worth individuals. As part of Arch's growing Account Operations function, you'll be responsible for ensuring that these clients experience a seamless and proactive relationship beyond onboarding. You'll 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.

Requirements

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

Nice To Haves

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

Responsibilities

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 Arch's fastest-scaling function, helping design the playbooks, metrics, and systems that will define Account Ops at scale.

Benefits

Strong Team - You'll 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. You'll 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. We're always ready to step in to help.
Great office - we've 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 you're in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.

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