[구인] 어스틴 투자자문사(RIA) 운영 전문가 채용 (Full/Part-time)

[화창한내일]

안녕하세요,
미국 텍사스 오스틴에서 투자자문업(RIA) 등록을 준비 중인 RootN Wealth Management입니다.
한국 자산운용사 RootN Global Investors 루트엔자산운용(http://www.rootnglobal.com/)의 미국 확장의 일환으로,

설립자와 함께 성장하실 꼼꼼하고 전문적인 Operation 담당자를 찾습니다.

아래와 같이 operation 포지션(full or part-time)을 채용 중이니 관심 있으신 분들의 많은 지원 부탁드립니다.

주변에 적합한 분이 계시면 추천도 부탁드립니다.

[국문 요약]

• 포지션: Client Operations Specialist

• 특징: 'Flexibility First' – 학부모나 경력 단절 전문가 등 유연한 근무가 필요한 분들을 적극 환영합니다. (하이브리드/재택 협의 가능)

• 주요업무: 고객 계좌 개설 관리, CRM 운영, 일반 행정

• 자격요건: 한국어/영어 가능자, 금융권(은행/증권 등) 경력 2년 이상, 미국 시민권 또는 영주권자

• 급여:  *Full-time: $35k – $55k + 보너스    *Part-time: 시급 $25 – $35 + 보너스

• 사무실: Regus - Austin - Aspen Lake One   13785 Research Blvd Suite 125, Austin

[영문 공고 원문]

Job Title: Client Operations Specialist

[Full-Time or Part-Time Options Available]

About RootN Wealth Management, Inc.  https://www.rootnwm.com/

RootN Wealth Management, a Texas-incorporated investment advisor in the process of RIA registration, is the U.S. subsidiary of Seoul-based RootN Global Investors. We are building a foundational team in Austin, Texas, and are looking for a highly organized professional to manage our U.S. operations and client onboarding.

The "Flexibility First" Culture

We understand that the best operational talents often require flexibility. Whether you are a professional returning to the workforce, a parent managing a household, or someone seeking a better work-life balance, we offer a culture that values output over hours.

• Location: Hybrid (Austin, TX) with flexible in-office requirements.

                         Office -  Regus - Austin - Aspen Lake One   13785 Research Blvd Suite 125, Austin

• Work Type: Choose between Full-Time or Part-Time (20–30 hours/week) to fit your lifestyle.

Role Overview

This is a high-execution, system-oriented role. We need the "Backbone" of our office—someone who thrives on precision, error-free documentation, and high-touch client service. This role is perfect for a detail-oriented professional who has experience in the Korean or U.S. financial sector and wants a stable yet flexible career path.

Key Responsibilities

• RIA Client Onboarding: Manage account opening and documentation via custodian platforms (e.g., Schwab, Altruist, IBKR).

• CRM Power User: Maintain and optimize CRM(e.g. Wealthbox) for all client interactions.

• Administrative Support: Handle newsletters, scheduling, and basic compliance record-keeping.

Required Qualifications

• Bilingual Proficiency: Professional-level Korean and English is preferred

• Operational Experience: 2+ years in wealth management, banking, or financial operations

• System Savvy: Experience with financial CRM tools and custodian platforms

• Attention to Detail: Absolute precision in handling legal and financial paperwork

• Candidates seeking investment, research, or portfolio management roles may not be a fit for this position.

Compensation Structure

We offer competitive pay based on your chosen commitment level:

• Full-Time: $35,000 – $55,000 per year + Performance Bonus (5–15%).

• Part-Time: $25 – $35 per hour (depending on experience) + Pro-rated Performance Bonus.

• Growth: For Part-Time employees, there is always an option to transition to Full-Time as the firm scales.

Who You Are (Target Profile)

• Operations Expert who takes pride in a perfectly managed system.

• Value Flexibility and are looking for a firm that respects your personal time while providing a professional, high-growth environment.

• Must be a U.S. Citizen or Green Card holder

• Note: We prioritize practical experience in RIA/Finance operations over advanced degrees (MBA).

How to Apply

Please submit your resume and specify your preference for Full-Time or Part-Time, along with your experience using financial systems.

email : info@rootnwm.com