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Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure, serving hundreds of financial institutions across 40 countries with institutional-grade APIs for stocks, ETFs, options, crypto, and fixed income trading. The company is backed by $400M in funding from top-tier investors including Spark Capital, Tribe Capital, and Y Combinator, and operates a globally distributed team of 400+ members.
You will join the Brokerage Operations team as a Conversions and Migration Associate, owning the operational execution of partner account conversions and migrations—a recurring, business-critical function that directly enables partner launches, account growth, and AUM movement. This role serves as a key operational point of contact for Alpaca's Broker API partners, managing the inbound asset migration process from beginning to end.
Key responsibilities include: serving as the primary operational contact for partners to facilitate and manage asset migrations; project managing the migration lifecycle; building strong relationships with partner firms for smooth operations and issue resolution; leading onboarding and conversion of introducing brokers and RIAs from other clearing or custodial firms; coordinating operational setup, documentation, and system integration; developing and maintaining repeatable playbooks and documentation for conversion processes; partnering with compliance, product, and engineering teams to identify and resolve conversion gaps; and reconciling migrated assets to ensure accuracy.
You will work in a dynamic, fast-paced environment, managing partner experience and execution of inbound assets from one clearing broker to Alpaca. The ideal candidate is detail-oriented, comfortable working under time pressure during conversion windows, and able to coordinate across many stakeholders while maintaining clear status reporting and documentation.
Required qualifications: 3–5 years of experience in brokerage operations, clearing, or account transfer operations; hands-on experience with account transfers (ACATS), DTC settlements, and broker-dealer back-office workflows; and experience building, validating, or reconciling conversion/migration files.
