SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Webull is a leading digital brokerage platform committed to empowering individual investors with advanced trading tools and resources. The Clearing Operations team is seeking an Asset Servicing Senior Associate to oversee and manage the settlement of financial transactions, ensuring trades are accurately processed, cleared, and settled in compliance with regulatory requirements and company policies.
In this role, you will serve as a Subject Matter Expert (SME) for one or more functional areas including trading and purchase & sales, stock position and cash operations, option and OCC operations, corporate actions and security master, stock record and segregation, account transfers and cost basis, and trade reporting. You will develop and maintain desk procedures, controls, and operating standards while identifying opportunities to improve daily processing and operational efficiency.
Key responsibilities include utilizing data analysis and reporting tools to clean, analyze, organize, and validate data for accuracy and operational efficiency. You will translate operational requirements into technical specifications and partner with Development and Technology teams through implementation and testing. You will play a key role in building and enhancing omnibus clearing processes, procedures, controls, and best practices, and serve as the primary operational point of contact for introducing broker-dealers, triaging issues, assessing impacts, and coordinating timely resolution.
This is a back-office role focused on data-driven tasks and research within a dynamic clearing operations environment. You will help streamline critical operational processes and enhance overall team efficiency through process improvement initiatives and cross-functional collaboration.
