Operations Associate

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

The Operations team at Webull is responsible for managing the full trade lifecycle, including all post-trade activities, clearance, and settlements. This team plays a pivotal role in our firm’s success, collaborating across departments to optimize processes. 

We are excited to bring on an Operations Associate to join the team on Wall Street. As an Operations Analyst here at Webull, you will be instrumental in processing corporate actions and trade break resolutions. Your keen attention to detail will be essential in ensuring the accuracy and efficiency of these critical operations. 

In This Role, You Will

• Perform essential operational tasks such as corporate actions processing, account reconciliation, trade break resolution, handling of firm account fund balances and journal entries, and stock merger/dividend payouts.   
• Prioritize client inquiries received via CRM or phone to ensure timely and effective resolution of issues; collaborate with internal and client services teams to maintain a high standard of customer care and support.    
• Administer and oversee the delivery process for security proxies, prospectuses, and voluntary corporate events.     
• Handle the lifecycle of various account transfers including ACATs, DRS, DWAC, FRs and FOPs.    
• Engage directly with clearing firms, vendors, international branches, and end customers to ensure operational excellence and integrity.    
• Analyze existing operations protocols to identify areas for process optimization.    

The Skills You Bring

• In-depth understanding of the operational workflows, regulatory landscape, and financial instructions (equities, options, fixed income) pertinent to our product lines.  
• A Bachelor’s degree in Economics, Business, Finance, or a related discipline  
• Mandatory possession of a Series 7 license.  
• Minimum of 1 to 2 years of experience in a relevant role within the financial services industry.   
• Willingness and ability to work flexible hours including early mornings and evenings; provide support for critical operational activities outside standard business hours.  
• Solid understanding of corporate actions and awareness of their impact on firm risk and capital.  
• Exceptional problem-solving skills and the ability to operate independently during after-hours.  
• Strong communication skills with a keen attention to detail for effective collaboration and crisis management.    

What Makes You Stand Out

• Working knowledge of various clearing arrangements, such as Omnibus Clearing 

Why Webull?

Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:

• 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