Arch · 1 month ago
Senior Account Operations Associate
New York, United States
Full-time
Onsite
Mid, Senior Level
2+ years expArch is a Series B financial technology company that automates the management of private investments, improving access and understanding for investors. The Senior Account Operations Associate will support Single Family Office clients, ensuring a proactive relationship and enhancing client engagement through operational excellence and data integrity.
Hedge FundsReal Estate InvestmentSoftwareVenture CapitalWealth Management
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
Qualification
Required
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
Preferred
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
Benefits
Lunch is on Us
Company
Arch
Arch digitally manages private investment operations for investors and investment advisors.
51-200 employees
H1B Sponsorship
Arch has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
Funding
Current Stage
Growth StageTotal Funding
$77.5MKey Investors
Oak HC/FTMenlo VenturesCraft Ventures
2025-09-15Series B· $52M
2023-11-09Series A· $20M
2021-12-08Seed· $5.5M
Leadership Team
Joel Stein
CTO and Cofounder
Recent News
2025-10-30
alleywatch.com
2025-09-23
Company data provided by crunchbase