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Senior Associate, Securities Finance Operations
Webull Financial · Saint Petersburg, FL
Not listed
33 days ago
♡
Associate Director, Finance – Webull Pay (Crypto)
Webull Financial · New York, NY
$125k–150k
48 days ago
♡
Associate Director, Finance - Webull Pay (Crypto)
Webull Financial · Saint Petersburg, FL
Not listed
48 days ago
♡
Customer Experience Associate Director
Webull Financial · Saint Petersburg, FL
Not listed
50 days ago
♡
Associate Director, Clearing Operations
Webull Financial · Saint Petersburg, FL
Not listed
71 days ago
♡
Trading Systems Support Senior Associate
Webull Financial · Saint Petersburg, FL
Not listed
98 days ago
♡
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Senior Associate, Securities Finance Operations
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
Senior Associate, Securities Finance Operations
Senior Associate, Securities Finance 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 Senior Associate, Securities Finance Operations, will lead the implementation and day-to-day operational support of the firm's securities finance platform. This role will be responsible for implementing FIS Loanet, Lending Pit, and establishing connectivity with third-party securities lending service bureaus (SLSBs) to support conduit trading. The individual will help design and implement scalable operational processes, controls, and workflows to support the firm's growing securities lending business.
In This Role, You Will
Lead the implementation and testing of FIS Loanet and Lending Pit.
Establish connectivity with third-party SLSB vendors and conduit trading counterparties.
Design and document end-to-end securities lending operational processes and procedures.
Support the daily lifecycle of securities lending transactions, including trade capture, settlement, collateral management, recalls, returns, and reconciliations.
Develop operational controls, exception management, and reporting.
Partner with Technology, Product, Operations, and external vendors to deliver new capabilities.
Support production readiness, UAT, and ongoing platform enhancements.
Identify process improvement and automation opportunities.
The Skills You Bring
5–8 years of securities finance operations experience within a broker-dealer.
Hands-on experience with FIS Loanet (implementation experience strongly preferred).
Experience with securities lending, collateral management, and DTC settlement.
Experience integrating with third-party vendors and external trading platforms.
Strong project implementation, analytical, and problem-solving skills.
Ability to build processes in a fast-paced, growing environment.
What Makes You Stand Out
Experience implementing Loanet, Lending Pit, or similar securities finance platforms.
Experience supporting conduit or agency securities lending programs.
Self-clearing broker-dealer experience.
Knowledge of SLSB connectivity, stock loan operations, and post-trade processing.
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 $90,000-115,000 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
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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.
Associate Director, Finance – Webull Pay (Crypto)
Webull Financial · New York, NY
Pay
$125k–150k
Setting
On-site
Webull Jobs
Director, Finance – Webull Pay (Crypto)
Director, Finance – Webull Pay (Crypto)
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 Pay, a Money Transmitter License (MTL)-regulated cryptocurrency subsidiary of Webull Corporation, is seeking an experienced finance leader to oversee the financial operations of the entity. While this individual will serve as the designated Chief Financial Officer (CFO) of Webull Pay for regulatory purposes, the position is internally leveled as Director based on experience. This individual will oversee all financial operations, regulatory financial reporting, capital planning, treasury, accounting, internal controls, and audit functions while ensuring compliance with state and federal regulatory requirements applicable to a digital asset financial services business.
The ideal candidate has significant experience serving as a senior finance executive within a regulated money service business (MSB), fintech, cryptocurrency, digital asset, broker-dealer, payments, or financial institution. This individual will partner closely with executive leadership, legal, compliance, operations, risk management, and external regulators to maintain a strong financial control environment and support the company's continued growth.
In This Role, You Will
Financial Leadership
Lead all accounting, finance, treasury, tax, budgeting, forecasting, and financial planning activities.
Develop and execute financial strategies aligned with the company's business objectives.
Provide financial analysis and strategic recommendations to executive leadership.
Oversee cash management, liquidity planning, and capital management.
Regulatory Reporting & Compliance
Ensure timely and accurate preparation of all required state Money Transmitter License (MTL) financial reports and call reports.
Oversee preparation of GAAP-compliant financial statements.
Coordinate regulatory examinations and financial inquiries from state regulators.
Maintain compliance with applicable financial reporting requirements for regulated money transmission and digital asset activities.
Support enterprise risk management and regulatory compliance initiatives.
Customer Asset Protection
Establish and maintain financial controls ensuring proper custody, segregation, reconciliation, and safeguarding of customer fiat and digital assets.
Collaborate with Operations to ensure daily reconciliations of customer balances, custodial accounts, and settlement accounts.
Ensure financial processes comply with regulatory expectations regarding customer asset protection.
Partner with Operations, Compliance, and Engineering to strengthen financial controls around custody infrastructure.
Accounting & Internal Controls
Maintain a robust internal control framework over financial reporting.
Oversee monthly, quarterly, and annual financial close processes.
Implement accounting policies consistent with U.S. GAAP.
Evaluate and improve accounting systems, automation, and financial processes.
Audit Management
Lead annual financial statement audits and coordinate with independent external auditors.
Manage internal audit findings and remediation efforts.
Ensure timely completion of regulatory and financial audits.
Support SOX readiness and internal control enhancements, where applicable.
Treasury & Banking
Manage banking relationships and payment infrastructure.
Monitor liquidity, reserve requirements, and capital adequacy.
Oversee treasury operations supporting fiat and cryptocurrency activities.
Prepare payment invoices.
Leadership
Foster a culture of accountability, integrity, and continuous improvement.
Collaborate cross-functionally with Compliance, Legal, Risk, Product, Operations, and Technology teams.
The Skills You Bring
Bachelor's degree in Accounting, Finance, or a related field.
CPA strongly preferred.
Minimum 8+ years strong accounting experience or equivalent senior finance leadership role within a regulated crypto financial services organization.
Experience with cryptocurrency, digital assets, fintech, payments, broker-dealer, banking.
Demonstrated experience managing financial reporting for regulated entities.
Experience preparing and submitting state MTL call reports and regulatory financial filings.
Experience overseeing annual financial statement audits.
Strong knowledge of U.S. GAAP and financial reporting standards.
Experience designing and maintaining effective internal controls.
Proven ability to lead finance organizations through periods of growth and regulatory change.
What Makes You Stand Out
Experience with licensed cryptocurrency exchanges or digital asset custodians.
Familiarity with state Money Transmitter License (MTL) requirements.
Experience working with customer asset segregation and safeguarding requirements.
Knowledge of stablecoins, blockchain settlement, and digital asset accounting.
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 New York Office (44 Wall Street), 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 $185,000 - $230,000 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
Finance
New York, NY
Share on:
Apply now
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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.
Associate Director, Finance - Webull Pay (Crypto)
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
Director, Finance - Webull Pay (Crypto)
Director, Finance - Webull Pay (Crypto)
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 Pay, a Money Transmitter License (MTL)-regulated cryptocurrency subsidiary of Webull Corporation, is seeking an experienced finance leader to oversee the financial operations of the entity. While this individual will serve as the designated Chief Financial Officer (CFO) of Webull Pay for regulatory purposes, the position is internally leveled as Director based on experience. This individual will oversee all financial operations, regulatory financial reporting, capital planning, treasury, accounting, internal controls, and audit functions while ensuring compliance with state and federal regulatory requirements applicable to a digital asset financial services business.
The ideal candidate has significant experience serving as a senior finance executive within a regulated money service business (MSB), fintech, cryptocurrency, digital asset, broker-dealer, payments, or financial institution. This individual will partner closely with executive leadership, legal, compliance, operations, risk management, and external regulators to maintain a strong financial control environment and support the company's continued growth.
In This Role, You Will
Financial Leadership
Lead all accounting, finance, treasury, tax, budgeting, forecasting, and financial planning activities.
Develop and execute financial strategies aligned with the company's business objectives.
Provide financial analysis and strategic recommendations to executive leadership.
Oversee cash management, liquidity planning, and capital management.
Regulatory Reporting & Compliance
Ensure timely and accurate preparation of all required state Money Transmitter License (MTL) financial reports and call reports.
Oversee preparation of GAAP-compliant financial statements.
Coordinate regulatory examinations and financial inquiries from state regulators.
Maintain compliance with applicable financial reporting requirements for regulated money transmission and digital asset activities.
Support enterprise risk management and regulatory compliance initiatives.
Customer Asset Protection
Establish and maintain financial controls ensuring proper custody, segregation, reconciliation, and safeguarding of customer fiat and digital assets.
Collaborate with Operations to ensure daily reconciliations of customer balances, custodial accounts, and settlement accounts.
Ensure financial processes comply with regulatory expectations regarding customer asset protection.
Partner with Operations, Compliance, and Engineering to strengthen financial controls around custody infrastructure.
Accounting & Internal Controls
Maintain a robust internal control framework over financial reporting.
Oversee monthly, quarterly, and annual financial close processes.
Implement accounting policies consistent with U.S. GAAP.
Evaluate and improve accounting systems, automation, and financial processes.
Audit Management
Lead annual financial statement audits and coordinate with independent external auditors.
Manage internal audit findings and remediation efforts.
Ensure timely completion of regulatory and financial audits.
Support SOX readiness and internal control enhancements, where applicable.
Treasury & Banking
Manage banking relationships and payment infrastructure.
Monitor liquidity, reserve requirements, and capital adequacy.
Oversee treasury operations supporting fiat and cryptocurrency activities.
Prepare payment invoices.
Leadership
Foster a culture of accountability, integrity, and continuous improvement.
Collaborate cross-functionally with Compliance, Legal, Risk, Product, Operations, and Technology teams.
The Skills You Bring
Bachelor's degree in Accounting, Finance, or a related field.
CPA strongly preferred.
Minimum 8+ years strong accounting experience or equivalent senior finance leadership role within a regulated crypto financial services organization.
Experience with cryptocurrency, digital assets, fintech, payments, broker-dealer, banking.
Demonstrated experience managing financial reporting for regulated entities.
Experience preparing and submitting state MTL call reports and regulatory financial filings.
Experience overseeing annual financial statement audits.
Strong knowledge of U.S. GAAP and financial reporting standards.
Experience designing and maintaining effective internal controls.
Proven ability to lead finance organizations through periods of growth and regulatory change.
What Makes You Stand Out
Experience with licensed cryptocurrency exchanges or digital asset custodians.
Familiarity with state Money Transmitter License requirements.
Experience working with customer asset segregation and safeguarding requirements.
Knowledge of stablecoins, blockchain settlement, and digital asset accounting.
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 Global HQ in St. Petersburg, Florida, 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 $165,000 - $205,000 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
Finance
Saint Petersburg, FL
Share on:
Apply now
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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 Experience Associate Director
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
Customer Experience Associate Director
Customer Experience 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
At Webull, we are committed to delivering a premier client experience and are excited to welcome a Customer Experience Associate Director to our team. In this role, you will shape and elevate the end-to-end client journey, serving as the bridge between strategic operational initiatives and frontline execution. Leading by example, you will oversee the resolution of complex client inquiries across CRM, phone, and email channels while ensuring our service standards set the benchmark for the U.S. brokerage industry. By identifying trends, driving continuous process improvements, and delivering timely, effective resolutions, you will play a key role in strengthening the client experience and reinforcing Webull's position as an innovative leader in the financial services industry.
In This Role, You Will
Build, coach, and develop a CX team across phone and written support channels. Set performance expectations, run structured 1:1s, deliver real-time feedback through call and case reviews, and support career growth through a documented internal progression path.
Bring strong expertise in CX metric frameworks. Govern the CX metric framework in alignment with the global operating model. Own the full metric stack: CSAT, Customer Effort Score, FCR, AHT, response and resolution SLAs, quality scores, AI containment rate, AI resolution rate, and the leading indicators that dictate each. Set targets with leadership, monitor variance through a weekly operations review, and close gaps with documented action plans and owners.
Oversee quality management end-to-end across phone and written channels: parallel scorecards per channel, weekly calibration, risk-weighted sampling for human-handled interactions, 100% AI-handled interaction auditing for grounding accuracy and policy adherence, and coaching loops with documented follow-through. Define the escalation path when QA detects a pattern that crosses from coaching issue into compliance issue.
Oversee workforce management end-to-end: forecasting against market hours, product launches, seasonality, and volatility events; documented shrinkage assumptions; real-time intraday adjustments; and capacity planning that accounts for AI deflection trajectory so headcount scales with what AI cannot absorb.
Govern the client-facing help center and internal CX knowledge base as products, with defined ownership, version control, retrieval optimization for AI agents and agent copilots, freshness SLAs tied to product release cadence, and measurement against deflection, grounding accuracy, hallucination rate, and CSAT. Identify recurring contact drivers and remove the underlying cause through self-service flows, in-product guidance, article rewrites, or platform fixes routed to Product or Engineering with a defined owner and ship date.
Govern all outbound customer communication, including large-scale email campaigns, AI-generated response drafts, response templates, and in-platform content such as banners, push notifications, and pop-ups. Hold all outbound content, AI-generated or human-authored, to the same brand, accuracy, and disclosure standards.
Use AI tools hands-on in daily work. Own the operational performance of AI-assisted CX, including chatbots, agentic assistants, intelligent routing, agent copilots, and QA automation, in partnership with the AI platform team. Define and maintain the standard for AI-handled contacts across containment, AI resolution rate, grounding accuracy, hallucination rate, escalation quality, sentiment delta, and CSAT. Govern the AI escalation taxonomy and own the change management process when prompts, retrieval sources, or model versions change.
Serve as the senior escalation point for complex client inquiries, including high-dollar disputes, complaints with regulatory exposure, and interactions flagged for compliance review. Document each escalation outcome and feed patterns back into the QA scorecard, knowledge base, and AI escalation taxonomy.
Champion strict adherence to FINRA, SEC, and internal policy across all client-facing interactions, human and AI-generated. Enforce risk controls and escalation frameworks. Maintain documented evidence of QA, complaint handling, AI grounding audits, and corrective actions in alignment with FINRA examination and internal compliance audit requirements.
Operate a continuous Voice of Customer program. Synthesize signal from QA, surveys, complaints, contact drivers, AI transcripts, app reviews, and direct interaction sampling into a structured VoC narrative using sentiment analysis across 100% of interactions, not survey samples alone. Translate recurring themes into prioritized resolution patterns for Product, Engineering, Compliance, and senior leadership with a defined next step, accountable owner, and ship date. Close the loop back to the team and clients when changes ship, and measure whether the fix reduced the underlying signal.
The Skills You Bring
Undergraduate degree or equivalent professional experience.
Series 7 required. Series 24, or Series 9 and Series 10, required.
Minimum 3+ years in CX leadership with direct people management responsibility in a contact center or digital CX environment, preferably in fintech or financial services.
Strong contact center operations expertise across phone and written channels, including platform administration, routing logic, queue management, reporting, and integration with QA and WFM tools.
Demonstrated experience building or rebuilding a CX function, not only maintaining one.
Comprehensive knowledge of U.S. capital markets with a focus on equities, options, margin, and retail brokerage operations.
Strong operational understanding of the brokerage lifecycle including account onboarding and KYC, ACH and wire funding, ACATS transfers, corporate actions, trading operations, tax reporting events, and customer support workflows across each.
Strong understanding of FINRA, SEC, and broker-dealer regulatory requirements, including customer communications standards, suitability, trading restrictions, complaint escalation and reporting handling, recordkeeping requirements for customer interactions including AI-generated content, and operational risk controls.
What Makes You Stand Out
Advanced degree or relevant certification (PMP, Six Sigma, contact center operations, or AI/CX program certifications) preferred.
Self-starter who operates independently in a fast-paced regulated environment with operational urgency, sound judgment, clear written and verbal communication, and the highest ethical standards.
Comfortable working hands-on with AI tools and translating operational problems into AI-solvable workflows.
Data-fluent enough to interrogate dashboards and challenge metric definitions.
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 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
Client Services
Saint Petersburg, FL
Share on:
Apply now
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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.
Group DR/BCP Program Manager
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
16 roles across
all departments
in
all locations
Advisors
Chief Compliance Officer
Advisors
Saint Petersburg, FL
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Clearing Operations
Associate Director, Clearing Operations
Clearing Operations
Saint Petersburg, FL
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Associate, Clearing Operations
Clearing Operations
Saint Petersburg, FL
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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
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Director, Finance – Webull Pay (Crypto)
Finance
New York, NY
View job
Institutional Financial Operations, Associate Director/Sr. Associate Director
Finance
New York, NY
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Institutional Financial Operations, Associate Director/Sr. Associate Director
Finance
Saint Petersburg, FL
View job
Futures
Director of Futures Operations
Futures
Saint Petersburg, FL
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General Interest
General Interest Application
General Interest
Saint Petersburg, FL
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Marketing
Marketing Associate (Webull Canada)
Marketing
Toronto, Canada
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Senior Brand Marketing Manager
Marketing
Saint Petersburg, FL
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Senior Marketing Manager
Marketing
Saint Petersburg, FL
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Product Strategy
Project Manager, Product Strategy
Product Strategy
New York, NY
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Webull Jobs | Webull Financial
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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.
Associate Director, Clearing Operations
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
Associate Director, Clearing Operations
Associate Director, 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 Director, 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 activities across DTC, CNS, and non-CNS markets, ensuring timely and accurate settlement of securities transactions.
Ensure all transactions are accurately recorded and processed through internal systems and DTC to facilitate successful settlement.
Perform DTC settlement functions, including Deliver Orders (DOs), Receiver Authorized Delivery (RAD) management, Securities Payment Orders (SPOs), pair-offs, collateral pledges and fail reversals (FRVs).
Process ACAT and non-ACAT customer transfers, including free deliveries and associated settlement activities.
Manage settlement exceptions, including failing transactions, buy-ins, fail reporting, and Obligation Warehouse (OW) processing, while ensuring compliance with Regulation SHO and applicable SEC rules.
Perform daily trade, cash, position, and securities reconciliations across internal books, DTC, depositories, transfer agents, and counterparties; investigate and resolve discrepancies in a timely manner.
Support institutional and retail trade flows, including allocations, affirmations, confirmations, settlement, journals, and post-trade processing.
Resolve trade exceptions across settlement platforms, including CTM.
Protect customer fully paid securities through proper segregation, memo segregation, and possession and control procedures in accordance with SEC Rule 15c3-3.
Collect mark-to-market and resolve money differences through Securities Payment Orders (SPOs) and cash reconciliation processes.
Produce operational reporting, including aging reports, money difference reports, fail reporting, reconciliation metrics, and management reporting.
Ensure compliance with applicable SEC, FINRA, DTCC, OCC, and internal regulatory requirements while maintaining complete and audit-ready documentation.
Assist with internal audits, regulatory examinations, and control documentation by preparing supporting work papers and responding to inquiries.
Perform operational risk assessments, identify control deficiencies, conduct root cause analysis, and escalate material issues to management.
Partner with Technology, Treasury, Finance, Compliance, and other business units to resolve operational issues, improve controls, and streamline processes.
Drive continuous operational improvement through automation initiatives, process redesign, trend analysis, and collaboration with engineering teams.
Develop, maintain, and communicate Standard Operating Procedures (SOPs), policies, and process documentation to support training, consistency, and operational continuity.
Participate in projects, system implementations, testing, and other strategic initiatives supporting the self-clearing business.
Foster strong cross-functional communication and teamwork while providing subject matter expertise and support across Clearing Operations.
Perform additional duties and responsibilities as assigned to support business objectives and operational excellence.
The Skills You Bring
Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Minimum of 7+ years of experience in broker-dealer clearing, settlement, or operations.
Active FINRA Series 99 and/or Series 7 and Series 24 licenses, or the ability to obtain the required licenses within 180 days of hire.
Strong understanding of DTCC settlement processes, including both CNS and non-CNS environments.
Experience supporting institutional trade processing, including allocations, affirmations, confirmations, and settlement.
Hands-on experience with industry platforms such as Broadridge, Apex, FIS (Phase 3), or comparable systems.
Experience operating in omnibus clearing and/or self-clearing broker-dealer environments.
Working knowledge of fails management, buy-in processing, CTM, and operational reconciliations.
Solid understanding of back-office controls, exception management, operational risk, and trade lifecycle processing.
What Makes You Stand Out
Previous operations experience at a retail broker-dealer.
Demonstrated leadership abilities with a collaborative, team-oriented approach.
Strong analytical, problem-solving, and project management skills with a focus on process improvement.
Proven ability to manage competing priorities with a strong sense of urgency and accountability.
Ability to thrive in a fast-paced, deadline-driven environment while maintaining a high level of accuracy and attention to detail.
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 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
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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.
Project Manager, Product Strategy
Webull Financial · New York, NY
Pay
$110k–165k
Setting
On-site
Webull Jobs
Project Manager, Product Strategy
Project Manager, Product Strategy
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’s Project Management Team plays a critical role in driving the successful delivery of the firm’s strategic initiatives across both platform and product development. As a Project Manager, you’ll take on a dynamic, cross-functional role that evolves with shifting priorities and project lifecycles—making each day engaging and diverse.
We are looking for a highly organized and driven individual who can lead complex projects from concept through to launch. You will report directly to the Head of Product and Project Manager and act as the project manager on projects that include new product development, platform enhancements, operational efficiency initiatives and many other topics.
The ideal candidate will possess strong communication skills, exceptional stakeholder management abilities, and a proven track record of delivering projects on time and within scope. In this role, intellectual curiosity and a continuous improvement mindset are essential. You should be eager to learn, adept at solving problems, and proactive in identifying ways to enhance processes—especially by reflecting on completed projects and implementing key learnings.
In This Role, You Will
Define and draft business requirements along with the project sponsor (FPM)
Build and maintain project plans to track project status
Set and lead communication cadence to communicate project status
Act as the escalation point for the project. Work with all key stakeholders to bring resolution as issues arise.
Build and maintain RAID logs, testing plans, and other project artifacts as needed. Evidence deliverable completion.
Partner with teams to complete deliverables as needed including testing prior to launch. •
Complete post implementation reviews after each project highlight where improvements to the process can be made or lessons learned to continue to improve the process
The Skills You Bring
Bachelor’s degree in Economics, Business, Marketing, Technology, or Finance
Minimum of 5-7 years of work experience in project management, product development, or business analyst roles all within financial services
Strong written and verbal communication skills
Ability to prioritize and escalate in a timely manner
Collaborative team player with the ability to lead
Excel in working efficiently and accurately under pressure in a fast paced, multi-tasking environment
What Makes You Stand Out
Formal project management experience in product development
Project management certifications – PMP etc.
Client service or relationship management experience
Understanding of the life of a trade and the systems that support it
Fluency in mandarin a plus
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 NY Wall Street office (44 Wall Street, NYC), 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 $110,000 - 165,000 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
Product Strategy
New York, NY
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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.
Trading Systems Support Senior Associate
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
16 roles across
all departments
in
all locations
Advisors
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Saint Petersburg, FL
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Client Services
Saint Petersburg, FL
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Finance
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Saint Petersburg, FL
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Futures
Director of Futures Operations
Futures
Saint Petersburg, FL
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General Interest
General Interest Application
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Marketing
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Marketing
Toronto, Canada
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Saint Petersburg, FL
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Product Strategy
Project Manager, Product Strategy
Product Strategy
New York, NY
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Webull Jobs | Webull Financial
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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.
Institutional Financial Operations, Associate Director/Sr. Associate Director
Webull Financial · New York, NY
Pay
$50k–270k
Setting
On-site
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 New York Office (44 Wall Street), 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 135k - 165k (Associate Director level) or 165k - 185k (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
New York, NY
Share on:
Apply now
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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.
Director of Futures Operations
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
Director of Futures Operations
Director of Futures 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
We’re expanding our Futures Operations team at Webull and are looking to bring on a Director of Futures & Prediction Markets. This role will sit in our Global HQ in St. Petersburg, Florida, and will play a critical role in supporting and scaling our rapidly growing futures business.
Following the launch of futures trading on the Webull platform in March 2024, this team has been instrumental in ensuring the growth and stability of our derivatives offering. In this role, you will collaborate closely with partners across compliance, risk, and operations, working together to oversee Futures Trading and Clearing. You’ll also play a key role in ensuring the platform runs seamlessly while driving improvements across trading workflows, operational processes, and new product features as our futures and prediction markets capabilities continue to expand.
In This Role, You Will
Monitor the daily life of futures and options trade flow and perform trade inquiry research, investigation and issues resolution.
Assist in configuring parameters and establishing liquidation thresholds for Futures Options and Futures Spreads.
Monitor account level trading, client cash flows and buying power calculations.
Monitor and address issues related to Futures order routing in different markets including but not limited to CME, NYMEX, COMEX, CBT, ICE US, CFE and ICE EU. A solid background in Futures options is required.
Address client inquiries and questions via phone and written channels regarding account onboarding, Margin Calculations, liquidation policies and key deliverable dates.
Review specific accounts to address issues related to position limits, concentration and order size limits.
Coordinate with clearing firms, operations and risk teams to resolve trade related issues.
The Skills You Bring
10+ years in front/middle office preferably at a retail broker dealer.
Extensive experience dealing with Futures, futures options and commodities market.
Active Series 3 License
What Makes You Stand Out
Background in managing client account futures, futures options and margin risk.
Risk background preferred
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 Global HQ in St. Petersburg, Florida 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 $165,000-205,000 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
Futures
Saint Petersburg, FL
Share on:
Apply now
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