SyntheticFi
Low cost securities-backed lending for financial advisors and HNWI
Operations RPA Engineer
About the role
*At this time, SyntheticFi is unable to sponsor employment visas for this position. Applicants must be legally authorized to work in the United States without current or future sponsorship.
Location: Remote (U.S. only)
About SyntheticFi
SyntheticFi is a fast-growing FinTech startup redefining how financial advisors and their clients access sophisticated lending products. We are a team of engineers and financial experts. Our mission is to make institutional-grade borrowing strategies accessible at scale through innovative products powered by box spreads. We work with financial advisors (Registered Investment Advisors, RIAs) to provide our solutions to clients, usually high-net-worth individuals.
Since launch, we’ve sustained 20%+ month-over-month growth, become a category leader, and raised funding from Y Combinator and leading investors in the WealthTech industry.
About This Role
We’re looking for an Operations RPA Engineer who can combine strong operational execution with process improvements.
In this role, you will be embedded in our operations team with hands-on exposure to the day-to-day work with financial advisors, custodians, and internal stakeholders. We expect you to identify opportunities to automate and improve our processes and implement the automation using low code tools, such as Zapier / Power Automate / Retool.
This is a highly cross-functional role that sits at the intersection of operations, technology, and process design.
Responsibilities
- Build, test, deploy, and maintain automation workflows using tools such as Zapier, Retool, Make, Power Automate, n8n, or similar platforms
- Integrate operational systems through APIs, databases, and third-party platforms
- Create dashboards, reporting tools, and operational infrastructure to improve visibility and decision-making
- Leverage AI and agentic workflows to automate internal processes and improve operational efficiency
- Create and maintain technical documentation, workflow diagrams, and implementation guides
- Communicate with advisors and custodian partners to learn about stakeholder requirements and debug process issues
- Manage new client account setup, documentation, and serve as a primary point of contact for operational inquiries
- Identify manual and repetitive workflows and design automation solutions to improve efficiency and scalability
Must-Haves
- Demonstrated problem-solving ability and a proactive approach to identifying and resolving operational issues
- Strong communication and stakeholder management skills
- Experience building automations using tools such as Zapier, Retool, Make, Power Automate, n8n, UiPath, or similar platforms
- Experience working with APIs, SQL databases, and structured or unstructured data
- Understanding of AI-powered workflows and agentic automation concepts
- Ability to prioritize and manage multiple projects in a fast-paced environment
Nice-to-Haves
- Experience working with RIA custodians such as Charles Schwab, Pershing, Fidelity, or similar institutions
- Experience supporting advisor, brokerage, wealth management, fintech, or RIA operations
- Strong understanding of account opening, transfers, and operational workflows
- Experience designing internal tools, dashboards, or reporting systems
- Basic scripting experience in Python, JavaScript, or similar languages
- Experience working in a startup or high-growth environment
- Experience evaluating, implementing, or managing AI tools in business operations
Why Join Us
- Work directly with our engineers in a tech-first environment
- Deploy frontier technology such as AI to solve real business problems
- Work from home with flexible hours as a part of our remote-first team
- Have a visible impact in a fast-growing company where your work directly influences growth and product adoption
- Take ownership of meaningful projects and processes
- Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision
About the interview
How to Apply
Interested in joining SyntheticFi?
Please email our Head of People at fei_h@syntheticfi.com (cc: opsrecruiting@syntheticfi.com) with the subject line:
Application – Operations RPA Engineer – [Your Name]
About SyntheticFi
SyntheticFi is a YCombinator funded startup based in San Francisco, with team members all over the world. We offer low cost securities-backed lending for independent financial advisors.
There is around $1 trillion in securities-backed loans in the United States, and the industry around these loans is dominated by legacy banks. SyntheticFi is disrupting this industry with box spreads, an innovative financing tool that recently became available to retail investors.
