Operations Associate

Webull Financial

About the job

Omnibus Clearing Operations Associate

St Petersburg, FL

Webull Financial LLC is a FINRA registered broker dealer, we provide online investing platform for retail investors, products include global market data, news and trading in US equities, listed options and crypto currencies. We are looking for a talented financial service professional in the St. Petersburg area to be part of our Omnibus Operations team.


  • Omnibus reconciliations with Webullโ€™s clearing partner, Apex Clearing, and banking partners including JPM
  • Heavily involved in building out omnibus processes, procedures, controls, and overall best practices
  • Act as the primary point of contact for the introducing broker dealer to triage and assess issues
  • Conduct all operational tasks including resolving trade breaks, margin calls, trade settlement, journals, corporate actions, dividends, ACATS, statement delivery, trade confirmations, proxy delivery, and position and cash reconciliations
  • Familiarity with all types of account transfers (ACAT, DRS, DWAC, FRs and FOPs)
  • Comfortable with direct contact with vendors, clearing venues, clearing agents and end customers
  • Demonstrate a detailed knowledge of the processes, procedures, systems, markets and instruments (equities, options, and crypto currencies) that our team handles
  • Deliver objective analysis of error trends and opportunities and identify root causes


  • Bachelorโ€™s degree in Economics, Business, or Finance
  • 2+ years of experience in relevant field
  • Series 7 or Series 99 license
  • Experience in clearing omnibus or self-clearing
  • Experience with systems including Broadridge, Penson/Apex, FIS, IHS
  • Strong Purchase and Sales knowledge
  • Prior production experience working at a retail broker dealer
  • Strong problem solving, control, and project management skills
  • Strong sense of urgency when it comes to support resolution
  • Proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment
  • Team player with the ability to lead

At Webull, we provide competitive and exciting benefits such as:

  • Full Paid Medical & Dental Insurance
  • Vision Insurance
  • 401k & Commuter Benefits
  • Short term disability & Paid Parental Leave
  • Fitness Reimbursement Program
  • In office events & fun culture events
  • 15 daysโ€™ vacation, 2 personal days, floating holiday, unlimited sick days

Salary range for this role is a range between $70,000- $90,000 plus equity and bonus commensurate with experience.

Webull promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone

Apply now
Apply now

Please let Webull Financial know that you found this job on Web3Jobs.so. Your support will help us grow!