Margin Operations Specialist: AI-Driven Risk & Growth

Robinhood; Chicago (IL); Hybrid; USD 75,000 - 88,000; Full time

Benefits offered by this job

Health insurance

Equity ownership

401(k) matching

Bonus programs

AI tools access

Job summary

Robinhood is expanding its Middle Office Operations team and seeking a Margin Specialist to manage account risk and margin processes. You will analyze margin calls, resolve escalations, and help scale processes with cross-functional partners across clearing, product, compliance, and engineering.

The role requires FINRA licenses, knowledge of Regulation T, and experience with margin management. In-person work is expected across multiple offices with at least 3 days per week onsite.

Qualifications

• Bachelor's degree or equivalent practical experience.
• FINRA Series 7 and Series 63.
• Understanding of equities and option strategies.
• Demonstrated proficiency with technology and data-driven tools.
• Strong analytical skills with data analysis.
• Knowledge of Regulation T and FINRA Rule 4210.
• Familiarity with Robinhood's products.
• Experience with retail client margin calls.
• Bonus: FINRA Series 24.

Responsibilities

• Review daily margin calls and execute the firm's margin sellout process.
• Recovery efforts across multiple entities to ensure accurate and timely reconciliation.
• Leverage AI-driven initiatives to improve workflows, automate routine tasks, and enhance operational accuracy.
• Serve as a subject matter expert during critical system outages or issues, participating in the weekly on-call rotation.
• Drive testing of new products and conduct routine testing for existing processes to ensure stability and compliance.
• Research, prioritize, and resolve margin-related escalations in a timely and compliant manner.
• Mitigate firm and customer risk through intraday alert monitoring and proactive issue resolution.
• Collaborate with clearing, engineering, product, and international teams to drive efficiency and onboarding standards.
• Monitor and manage margin interest rates and support negotiated rate programs.
• Maintain detailed SOPs and Help Center articles for accuracy and clarity.
• Ensure adherence to firm procedures and regulations.

Skills

FINRA Series 7

FINRA Series 63

Understanding of equities and option

Analytical skills

Automation mindset

Education

Bachelor's degree or equivalent practical experience

FINRA Series 24 (bonus)

Tools

Data-driven tools

Job description

Robinhood is expanding its Middle Office Operations team and seeking a Margin Specialist to manage account risk and margin processes. You will analyze margin calls, resolve escalations, and help scale processes with cross-functional partners across clearing, product, compliance, and engineering.

The role requires FINRA licenses, knowledge of Regulation T, and experience with margin management. In-person work is expected across multiple offices with at least 3 days per week onsite.