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Webull Jobs Institutional Financial Operations, Associate Director/Sr. Associate Director Institutional Financial Operations, Associate Director/Sr. Associate Director Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team We’re expanding our Finance organization at Webull and are looking to bring on an Associate Director / Sr. Associate Director of Financial Operations. This role can sit in either our Global HQ in St. Petersburg, Florida or our New York office, and will play a critical role in supporting our growing self-clearing and institutional brokerage infrastructure. Following our approvals for self-clearing, this individual will serve as a key operational and financial partner across Finance, Operations, Risk, Institutional, and Engineering teams. The role will focus heavily on regulatory financial operations, liquidity management, clearing workflows, suspense management, and operational scalability as Webull continues expanding its institutional and brokerage capabilities. This is a highly cross-functional role with direct exposure to the core financial infrastructure supporting the brokerage business, including daily reserve and net capital calculations, clearing operations, and strategic institutional buildouts. In This Role, You Will Manage and oversee daily SEC Rule 15c3-1 net capital calculations and SEC Rule 15c3-3 reserve calculations. Support daily liquidity management, cash flow monitoring, and funding workflows across clearing and settlement operations. Monitor and resolve clearing cash suspense breaks, cash reconciliation issues, and operational exceptions tied to brokerage activity. Partner closely with Finance leadership on liquidity stress testing, capital forecasting, and operational risk analysis. Assist in scaling and supporting institutional brokerage buildouts and operational infrastructure initiatives. Work cross-functionally with Operations, Risk, Institutional, Legal, and Engineering teams to improve workflows and automate operational controls. Partner with internal developers and product teams to support system enhancements, operational tooling, and financial operations scalability. Support oversight of financial operations matters related to clearing, settlement, omnibus agreement workflows, and self-clearing operational functions. Serve as a key operational finance resource supporting regulatory audits, examinations, and internal control initiatives. The Skills You Bring 5–8+ years of experience within broker-dealer financial operations, brokerage accounting, or financial control environments. Strong understanding of SEC Rule 15c3-1 and SEC Rule 15c3-3 calculations and operational impacts. Experience working within a carrying broker-dealer, self-clearing firm, or institutional brokerage environment. Hands-on exposure to financial clearing operations, suspense management, liquidity workflows, and brokerage financial operations. Ability to operate cross-functionally and manage operational or institutional infrastructure-related projects. Strong understanding of brokerage operational flows and how transactions move through finance and general ledger environments. What Makes You Stand Out Series 27 license strongly preferred. Candidates without an accounting degree should ideally possess a Series 27 due to the operational and financial complexity of the role. Experience supporting self-clearing or omnibus brokerage structures. Background working with global broker-dealer or institutional brokerage environments. Experience partnering with technology teams on automation, operational tooling, or system buildouts. CPA is a plus, but not required. Why Webull? Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St. Petersburg, FL Global HQ, where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $115,000-$140,000 (Associate Director level) & $140,000-$165,000 (Sr. Associate Director level) annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications. EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued. Apply now Finance Saint Petersburg, FL Share on: Apply now Terms of servicePrivacyCookiesPowered by Rippling

Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.

Auditing

128 days ago

Chief Compliance Officer

Webull Financial · Saint Petersburg, FL

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Webull Jobs 14 roles across all departments in all locations Clearing Operations Associate Director, Clearing Operations Clearing Operations Saint Petersburg, FL View job Associate, Clearing Operations Clearing Operations Saint Petersburg, FL View job Senior Associate, Securities Finance Operations Clearing Operations Saint Petersburg, FL View job Client Services Customer Experience Associate Director Client Services Saint Petersburg, FL View job Customer Experience Representative Client Services Saint Petersburg, FL View job Finance Director, Finance - Webull Pay (Crypto) Finance Saint Petersburg, FL View job Director, Finance – Webull Pay (Crypto) Finance New York, NY View job Finance, Controller Finance New York, NY View job Institutional Financial Operations, Associate Director/Sr. Associate Director Finance Saint Petersburg, FL View job Institutional Financial Operations, Associate Director/Sr. Associate Director Finance New York, NY View job Futures Director of Futures Operations Futures Saint Petersburg, FL View job General Interest General Interest Application General Interest Saint Petersburg, FL View job Marketing Marketing Associate (Webull Canada) Marketing Toronto, Canada View job Product Strategy Project Manager, Product Strategy Product Strategy New York, NY View job Terms of servicePrivacyCookiesPowered by Rippling Webull Jobs | Webull Financial This job post is no longer available

Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.

Financial Services

138 days ago

Associate, Clearing Operations

Webull Financial · Saint Petersburg, FL

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Webull Jobs Associate, Clearing Operations Associate, Clearing Operations Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team The Associate, Clearing Operations supports end-to-end back-office clearing and settlement across retail and institutional businesses. This role requires strong hands-on knowledge of DTCC settlement, trade exception management, reconciliations, and control reporting, including experience working with self-clearing within an omnibus model. In This Role, You Will Support daily clearing and settlement across DTCC, CNS and non-CNS Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers, pair-offs, SPO charges, RAD management, and fail reporting Manage fails and buy-ins, including issuance of broker-to-broker buy-in notices and monitoring through DTC’s Obligation Warehouse Resolve trade exceptions across CTM and OASYS Perform trade, cash, and position reconciliations; validate DTCC vs internal books and records Support end-to-end institutional client trade flows, including allocation, affirmation, confirmation, and settlement through DTCC. Investigate and resolve breaks; maintain aging and control reporting Support both retail and institutional trade flows Conduct all operational tasks including settlement, journals, trade confirmations, and position and cash reconciliations Demonstrated in-depth knowledge of OCC (Options Clearing Corporation) rules, processes, and regulatory frameworks Partner with technology, treasury, and finance on issue resolution and process improvements Develop and maintain Standard Operating Procedures (SOPs to support training, incident response, and operations continuity) Assist with audits, regulatory inquiries, and control documentation The Skills You Bring Bachelor’s degree in Finance, Economics, Business, or related fields 3+ years of clearing, settlement, or broker-dealer operations experience Series 99 and/or Series 7 license or ability to acquire within 90 days Strong knowledge of DTCC settlement (CNS & non-CNS) Experience supporting institutional client trade flows, including allocations, affirmations, confirmations, and settlement. Hands-on experience with Apex Clearing Experience in clearing omnibus and/or self-clearing. Experience with fails management, buy-ins, CTM/OASYS, and reconciliations Understanding of back-office controls, break management, and operational risk What Makes You Stand Out Prior production experience working at a retail broker dealer. Collaborative team player with the ability to lead. Strong problem solving, control, and project management skills. Keen sense of urgency and prioritize timely support resolution. Ability to work efficiently and accurately under pressure in a fast paced, multi-tasking environment. Why Webull? Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $75,000-90,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications. EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued. Apply now Clearing Operations Saint Petersburg, FL Share on: Apply now Terms of servicePrivacyCookiesPowered by Rippling

Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.

Marketing

173 days ago

Senior Brand Marketing Manager

Webull Financial · Saint Petersburg, FL

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Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.

Marketing

173 days ago

Senior Marketing Manager

Webull Financial · Saint Petersburg, FL

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Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.

Customer Service

783 days ago

Customer Experience Representative

Webull Financial · Saint Petersburg, FL

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Webull Jobs Customer Experience Representative Customer Experience Representative Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team Webull is seeking adaptable, thoughtful, and detail-oriented professionals to join our Customer Experience (CX) team. As a Customer Experience Representative, you’ll support clients across inbound phone and written support channels while contributing directly to broader CX initiatives. This is more than a traditional support role. In addition to resolving day-to-day inquiries, you’ll help shape how our support systems are scaled by improving internal knowledge, identifying gaps, and informing how we leverage automation to streamline and modernize service delivery. We're actively transforming our operating model into a smarter, faster, AI-enabled experience for both clients and agents, and your input will help drive that shift. In This Role, You Will Respond to inbound client inquiries via phone and written channels with professionalism, clarity, and accuracy Support a wide range of topics including account access, banking, trading, and platform functionality Follow established procedures and compliance protocols across all communication types Raise knowledge gaps, broken flows, or inefficient steps through the appropriate internal channels Collaborate with CX colleagues and cross-functional teams to improve internal SOPs, knowledge content, and escalation logic Contribute insights to help train and refine AI-based internal and client-facing support tools Participate in continuous improvement efforts across tools, workflows, and support systems The Skills You Bring A bachelor’s degree or equivalent professional experience 2+ years in customer service, brokerage, or operational support roles Proven ability to handle inbound support across phone and written channels Familiarity with financial services, regulated industries, or trading environments Exposure to knowledge management systems, support automation, or AI-assisted workflows An understanding of contact center operations, including SOP development and escalation protocols Strong written and verbal communication skills, especially under pressure Comfortable working independently while effectively collaborating with cross-functional teams Naturally curious and solution-oriented, with a flexible mindset in fast-paced environments Highly organized, detail-focused, and capable of managing complex workflows autonomously Tech-savvy with an interest in integrating automation into everyday operations A dedication to service excellence and ensuring consistency across all support interactions What Makes You Stand Out You hold—or are highly motivated to pursue—a Series 7 license You handle client inquiries with precision and professionalism across all communication channels You identify trends, proactively flag issues, and contribute to improving team processes and documentation You have hands-on experience implementing and optimizing AI and automation tools You operate with a strong sense of ownership, consistency, and a focus on quality and compliance Bilingual skills that enhance the team’s ability to support diverse clients Why Webull? Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. Dynamic Office Perks: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued. Apply now Client Services Saint Petersburg, FL Share on: Apply now Terms of servicePrivacyCookiesPowered by Rippling

Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.

Financial Services

937 days ago

General Interest Application

Webull Financial · Saint Petersburg, FL

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Webull Jobs General Interest Application General Interest Application Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Team: We are a collection of ambitious, diverse thinkers united by our passion for innovation and excellence in the fintech space. Our team thrives on intellectual curiosity, embraces candid discussions, and operates with a relentless drive to be industry leaders. At Webull, we don't just look for individuals who fit into our culture; we seek those who will contribute to it, bringing new perspectives and experiences as we grow. User-Centric: Our users' needs and experiences are at the forefront of every decision we make. Transparency: We operate with honesty and openness, valuing clear communication within our team and with our users. Empowerment Through Innovation: We push the boundaries of what's possible in fintech to empower our users and team. Resilience: We're committed to overcoming challenges, adapting to change, and achieving our goals. Why a General Interest Application? We understand that extraordinary talent can't be pigeonholed. Whether you're a developer with a passion for finance, a marketer with groundbreaking strategies, or someone with a unique blend of skills we haven't even thought of yet, we're open to discovering how you can contribute to Webull's mission. What We're Looking For: Expertise: Exceptional skills in your field, whether it's technology, finance, marketing, design, operations, or another area. Passion: A genuine enthusiasm for transforming the finance industry and helping users navigate the world of investing. Innovation: Creativity in problem-solving, willingness to challenge the status quo, and the ability to introduce new ideas. Collaboration: A belief in the power of teamwork and the ability to thrive in a dynamic, collaborative environment. How to Apply: Resume: Outline your professional experience, key achievements, and how your background aligns with our mission. What Happens Next? If we see a potential match, either immediately or in the future, our team will reach out to explore possibilities with you. Even if there isn't an immediate opening that fits, we'll keep your information on file for when the right opportunity arises. At Webull, we believe in the power of diverse paths leading to extraordinary outcomes. If you're passionate about making an impact in the fintech industry and believe you have something unique to offer, we can't wait to hear from you! Apply now General Interest Saint Petersburg, FL Share on: Apply now Terms of servicePrivacyCookiesPowered by Rippling

Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.

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