Clearing Operations Senior 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

Webull’s Clearing Operations team is a dynamic, back-office group focused on data-driven tasks and research. As a Clearing Operations Senior Associate or Associate Director, 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 Head of Clearing 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
• Identify opportunities to automate manual operational processes and partner with technology on system enhancements and UAT 

The Skills You Bring

• Bachelor’s degree in Economics, Business, or Finance
• 4+ years of experience in relevant field  for Senior Associate or 7+ years of experience in relevant field for Associate Director
• Experience in clearing omnibus or self-clearing
• Experience with systems including Broadridge, Penson/Apex, FIS
• Own one or more functional domains while maintaining cross-functional clearing knowledge
• 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?

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 14 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 po