Senior Asset Servicing & Clearing Associate

Webull Financial; Saint Petersburg (FL); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Comprehensive Health Coverage

401(k) match

Generous time off

Job summary

Webull Financial in Saint Petersburg, FL seeks an Asset Servicing Senior Associate to oversee settlement, clearing, and asset servicing activities. The role emphasizes data-driven analysis to ensure accurate processing in line with regulatory requirements and company policies.

You will work on improving daily processing, automating manual tasks, and collaborating with Technology to implement system enhancements.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 4+ years of relevant experience in brokerage, clearing, settlement, or asset servicing operations.
• Experience in clearing omnibus or self-clearing environments.
• Working knowledge of options clearing and OCC processes (exercises, assignments, expirations, and position settlement).
• Strong understanding of regulatory requirements governing brokerage, clearing, settlement, and asset servicing operations.
• Experience with clearing/brokerage platforms (Broadridge, Penson/Apex, FIS) and related systems.
• Demonstrated ownership of one or more functional operational domains with cross-functional knowledge of the clearing environment.

Responsibilities

• Serve as SME for functional areas such as Trading, Purchase & Sales, and Settlement.
• Oversee core clearing and asset servicing activities (trade settlement, corporate actions, ACATS, trade reporting).
• Identify operational improvements, automate processes, and partner with Technology for enhancements.
• Triage issues with introducing broker-dealers and coordinate timely resolutions.
• Translate operational requirements into technical specifications for development and testing.

Skills

Brokerage operations

Clearing omnibus

OCC processes

DTCC settlement

Regulatory knowledge

Project management

Series 7/99 license

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Broadridge

Penson/Apex

FIS

Job description

Webull Financial in Saint Petersburg, FL seeks an Asset Servicing Senior Associate to oversee settlement, clearing, and asset servicing activities. The role emphasizes data-driven analysis to ensure accurate processing in line with regulatory requirements and company policies.

You will work on improving daily processing, automating manual tasks, and collaborating with Technology to implement system enhancements.