Senior Asset Servicing & Clearing Specialist

Webull; Saint Petersburg (FL); Presencial; USD 90.000 - 115.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive Health Coverage

Financial Support

Work-Life Balance

Wellness & Pet Care

Investing in Your Future:

Dynamic Office Perks

Descripción de la vacante

Webull, a leading digital brokerage, seeks an Asset Servicing Senior Associate in St. Petersburg, FL. You will oversee settlement, clearance, and reconciliation of trades, ensuring accuracy and regulatory compliance across multiple domains.

You will translate requirements into technical specs, collaborate with Technology, and help automate daily processes while driving efficiency and controls across clearing operations.

Formación

• Bachelor's degree in Finance, Economics, Business or related field.
• 4+ years of relevant experience in brokerage, clearing, settlement, or asset servicing operations.
• Experience working within a clearing omnibus or self-clearing environment.
• Working knowledge of options clearing and OCC processes, including exercises, assignments, expirations, and position settlement.
• Strong understanding of applicable regulatory requirements and industry guidance governing brokerage, clearing, settlement, and asset servicing operations.
• Experience with clearing and brokerage platforms, including Broadridge, Penson/Apex, FIS, or similar systems.

Responsabilidades

• Serve as SME for functional areas such as Trading and Purchase & Sales, Stock Position and Cash Operations, and Option and OCC Operations.
• Develop and maintain procedures, controls, and operating standards; identify efficiency opportunities.
• Translate operational requirements into technical specs; partner with Development and Technology teams.
• Improve omnibus clearing processes, controls, and best practices.
• Act as primary contact for introducing broker-dealer; triage issues and coordinate resolution.
• Oversee core clearing and asset servicing activities: trade breaks, settlement, corporate actions, payments, and reconciliations.
• Analyze errors and trends to identify root causes and control gaps; drive automation with Tech.

Conocimientos

Finance domain knowledge

Brokerage operations

Clearing & settlement

DTCC settlement processes

Regulatory compliance

Series 7 license

Brokerage platforms

Educación

Bachelor's degree in Finance, Economics, Business

Herramientas

Broadridge

Penson/Apex

FIS

Descripción del empleo

Webull, a leading digital brokerage, seeks an Asset Servicing Senior Associate in St. Petersburg, FL. You will oversee settlement, clearance, and reconciliation of trades, ensuring accuracy and regulatory compliance across multiple domains.

You will translate requirements into technical specs, collaborate with Technology, and help automate daily processes while driving efficiency and controls across clearing operations.