Operations RPA Engineer

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.

• 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
• Able 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