Job Description

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

About The Role & Team

Webull’s Omnibus Operations team is a dynamic, back-office group focused on data-driven tasks and research. As a Clearing Operations Senior Associate, you will be a part of this team, focused on overseeing and managing the settlement of financial transactions, ensuring that trades are accurately processed, cleared, and settled in accordance with regulatory requirements and Webull policies. In this position, you will utilize Excel to clean, analyze, and organize data, ensuring accuracy and efficiency. As a member of this team, you will report directly to the Director of Operations, helping to streamline critical operational processes and enhance the overall efficiency of the team.

In This Role, You Will

• Serve as the subject matter expert (SME) in one or multiple functional areas for clearing. Functional areas include:
• Trading and Purchase & Sales
• Cash (customer-facing) and Treasury (firm needs)
• Corporate Actions and Security Master
• Stock Record, Segregation, and Security Movements
• Account transfers, Cost Basis, Trade Reporting
• Write desk procedures and create efficiencies in daily processing
• Deliver and discuss operational technical specifications to the development team
• Be heavily involved in building out omnibus processes, procedures, controls, and overall best practices
• Act as the primary point of contact for the introducing broker dealer to triage and assess issues
• Conduct all operational tasks including resolving trade breaks, margin calls, trade settlement, journals, corporate actions, dividends, ACATS, statement delivery, trade confirmations, proxy delivery, and position and cash reconciliations
• Deliver objective analysis of error trends and opportunities and identify root causes

The Skills You Bring

• Bachelor’s degree in Economics, Business, or Finance
• 4+ years of experience in relevant field
• Experience in clearing omnibus or self-clearing
• Experience with systems including Broadridge, Penson/Apex, FIS
• Prior production experience working at a retail broker dealer

What Makes You Stand Out

• Series 7 or Series 99 license
• You are a collaborative team player with the ability to lead
• You bring strong problem solving, control, and project management skills to the table
• You have a keen sense of urgency and prioritize timely support resolution
• You excel in working efficiently and accurately under pressure in a fast paced, multi-tasking environment

Why Webull?

At Webull, we’re more than just a company – we’re a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.

We believe that taking care of our people is the key to success. That’s why we offer an exciting suite of benefits designed to support you and your loved ones:

• Comprehensive Health Coverage : 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support : 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance : Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.
• Wellness & Pet Care : Fitness and wellness benefits, plus pet insurance for your furry friends.
• Dynamic Office Culture : Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $80,000- $95,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate’s skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations.

This role is based in our Global HQ in St Petersburg, FL at 200 Carillon Pkwy, St Petersburg, FL 33716. We’re proud of the dynamic culture we’ve created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!

EEOC Statement

Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.

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