Senior Institutional Finance Operations Director

Webull Financial; New York (NY); Sur place; USD 135 000 - 165 000; Plein temps

Avantages offerts par ce poste

Comprehensive Health Coverage

401(k) match

Generous time off

Tuition reimbursement

Catered meals

Résumé du poste

Webull Financial, based in New York City, is seeking an Associate Director/Sr. Associate Director of Financial Operations to manage critical financial processes. This role involves overseeing net capital and reserve calculations while supporting liquidity management and regulatory compliance.

The ideal candidate will have 5–8+ years in broker-dealer operations, strong SEC rules knowledge, and a cross-functional work approach. Enjoy a comprehensive benefits package and competitive salary in a dynamic environment.

Qualifications

• 5–8+ years of experience in financial operations or brokerage accounting.
• Hands-on exposure to financial clearing operations.
• Ability to operate cross-functionally.

Responsabilités

• Manage daily net capital calculations and reserve calculations.
• Support liquidity management and cash flow monitoring.
• Resolve clearing cash suspense and operational exceptions.

Connaissances

Broker-dealer financial operations

SEC Rule 15c3-1 knowledge

SEC Rule 15c3-3 knowledge

Liquidity management

Clearance operations

Formation

Series 27 license

Accounting degree or CPA

Description du poste

Webull Financial, based in New York City, is seeking an Associate Director/Sr. Associate Director of Financial Operations to manage critical financial processes. This role involves overseeing net capital and reserve calculations while supporting liquidity management and regulatory compliance.

The ideal candidate will have 5–8+ years in broker-dealer operations, strong SEC rules knowledge, and a cross-functional work approach. Enjoy a comprehensive benefits package and competitive salary in a dynamic environment.