Client Operations Associate

Equity compensation is often the largest and most complicated part of a person’s wealth, and most advisors lack the tools to plan around it well. Grantd Equity changes that. Our AI-powered platform gives 300+ RIA firms the clarity they need to help clients make better decisions about stock options, RSUs, and other equity awards. We’re a lean team building quickly, and every person here has a direct impact on our clients and our product.

This is a hands-on operations and client support role. About half your time goes to data and back-office work: reviewing grant documents, entering equity compensation data, and processing invoices. The rest goes to clients: answering support requests, onboarding new firms, and moving clients from Stock Opter to Grantd. You’ll also test new product releases before they go live.

You’ll join a 22-person company, reporting to our VP of Service Delivery. You’ll work daily with product and engineering and regularly interact with our leadership team. Your input will shape how we serve clients.

Within your first year, you’ll build real expertise in equity compensation, a specialized skill that’s in demand across wealth management and fintech. Strong performers can grow into a Client Success Manager.

• Review client grant documents and data files for completeness, then enter RSU grants, ISO/NSO options, vesting schedules, and exercise history accurately
• Respond to client questions by phone, email, and chat, and know when to elevate
• Watch support trends and flag recurring issues to the team
• Coordinate Stock Opter-to-Grantd migrations, including timelines, data transfers, and proactive client updates
• Join onboarding calls and follow-ups that get new clients up and running
• Keep Hub Spot current with ticket activity, migration status, and client health
• Help report on activation, support volume, and client satisfaction
• Write and improve client documentation, SOPs, and training materials
• QA new features before they reach clients

• 1–3 years in client services, operations, financial services, or a related field
• A real eye for detail. You catch errors others miss.
• Clear, professional writing. You can explain complex ideas in plain language and send polished emails with minimal revision.
• Ownership. You follow up and close loops without being reminded.
• Comfort in a startup where processes are still being built, and interest in helping build them
• Bachelor’s degree in Finance, Business, or a related field preferred

• Experience with RIA or wealth management clients
• Familiarity with equity compensation tools (Stock Opter, Carta, Share works)
• SaaS onboarding or client migration experience

• Base salary: $65,000–$75,000, depending on experience
• Equity in Grantd
• 401(k) with company match
• Health, dental, and vision coverage
• Paid time off and company holidays