About the role
About Frec Our mission is to help create enduring wealth. To do this, we don't promise shortcuts or magic strategies. We respect the realities of investing as it actually works, and challenge the long-standing assumption that returns and taxes belong in separate conversations. By building tax-aware investment tools once reserved for the ultra-wealthy, Frec empowers investors to hold onto more of what they earn. In the last year, Frec has been growing exponentially – 50% QoQ growth with over $1B+ in customer assets. We raised our Series A with Greylock Partners and have an impressive list of other funds and angel investors backing our company. If you’re looking to join a fast-growing team with high potential, Frec could be the place for you. Learn more about Frec as a company at www.frec.com .
About
the role As a member of the Operations team, you'll own operational functions across Frec's broker-dealer and registered investment advisor that make Frec’s mission possible. We're customer-centric — every decision starts with how it
benefits our customers. We're efficiency-seeking — we scale with accuracy while reducing risk. And we're team-focused — we succeed and face challenges together, with accountability and humility. If that resonates, join us at a pivotal time to help shape our systems, our structures, and Frec's future. What you will do You'll own, improve, and scale the core operational workflows that power Frec's broker-dealer and RIA. In every workflow, you'll automate, streamline, and eliminate manual work — we're building an operations function that scales with technology, not headcount. Asset reconciliation — Own daily reconciliation of customer assets against our custodian (Apex), investigate and resolve breaks, and build automated solutions that eliminate them at the source. Trading operations — Monitor algorithmic trading systems in real time, resolve rejections and escalations, and drive changes that improve execution quality and risk management. Asset transfers — Oversee ACAT, ACH, and wire transfers end-to-end, resolving returns, rejections, and escalations, and redesign processes to reduce rejection rates and processing times. Margin — Issue and resolve margin calls, monitor margin risk across Reg T and portfolio margin accounts, and help improve margin monitoring in our product and internal systems. Tax operations — Resolve cost-basis and wash-sale escalations, and implement process improvements that catch these issues before they become escalations. Portfolio risk & analysis — Monitor risk and run analysis across our direct index portfolios, and stand up new monitoring and exception-reporting processes. Corporate actions — Resolve corporate action breaks and escalations, and partner with
