Clearing & Settlement Specialist, DTCC/OCC Expert

Webull; Saint Petersburg (FL); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Comprehensive Health Coverage

401(k) match

Generous time off

Pet insurance

Tuition reimbursement

Catered meals

Job summary

Webull is seeking an Associate for Clearing Operations in St. Petersburg, FL. You'll support end-to-end back-office clearing, manage trade exceptions, and ensure compliance with DTCC settlement. The ideal candidate has a Bachelor’s in Finance or related fields and 3+ years experience in broker-dealer operations. This full-time position offers a salary range of $75,000-90,000 annually, comprehensive health coverage, and various perks focused on work-life balance and career growth.

Qualifications

• 3+ years of clearing, settlement, or broker-dealer operations experience.
• Series 99 and/or Series 7 license or ability to acquire within 90 days.
• Understanding of back-office controls, break management, and operational risk.

Responsibilities

• Support daily clearing and settlement across DTCC, CNS and non-CNS.
• Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers.
• Resolve trade exceptions across CTM and OASYS.

Skills

Clearing operations knowledge

DTCC settlement knowledge

Trade exception management

Reconciliations

Control reporting

Problem-solving skills

Education

Bachelor’s degree in Finance, Economics, Business, or related fields

Tools

Apex Clearing

CTM/OASYS

Job description

Webull is seeking an Associate for Clearing Operations in St. Petersburg, FL. You'll support end-to-end back-office clearing, manage trade exceptions, and ensure compliance with DTCC settlement. The ideal candidate has a Bachelor’s in Finance or related fields and 3+ years experience in broker-dealer operations. This full-time position offers a salary range of $75,000-90,000 annually, comprehensive health coverage, and various perks focused on work-life balance and career growth.