Clearing Operations 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 & TeamWebull's Clearing Operations team is a dynamic, back-office group focused on data-driven tasks and research. As a Clearing Operations Associate Director, you will be a part of this team, focused on overseeing and managing the settlement of financial transactions, ensuring that trades are accurately processed, cleared, and settled in accordance with regulatory requirements and Webull policies.In this position, you will utilize Excel to clean, analyze, and organize data, ensuring accuracy and efficiency. As a member of this team, you will report directly to the Head of Clearing Operations, helping to streamline critical operational processes and enhance the overall efficiency of the team.In This Role, You WillServe as the subject matter expert (SME) in one or multiple functional areas for clearing. Functional areas include:Trading and Purchase & SalesCash (customer-facing) and Treasury (firm needs)Corporate Actions and Security MasterStock Record, Segregation, and Security MovementsAccount transfers, Cost Basis, Trade ReportingWrite desk procedures and create efficiencies in daily processingDeliver and discuss operational technical specifications to the development teamBe heavily involved in building out omnibus processes, procedures, controls, and overall best practicesAct as the primary point of contact for the introducing broker dealer to triage and assess issuesConduct 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 reconciliationsDeliver objective analysis of error trends and opportunities and identify root causesIdentify opportunities to automate manual operational processes and partner with technology on system enhancements and UATThe Skills You BringBachelor's degree in Economics, Business, or Finance7+ years of experience in relevant fieldExperience in clearing omnibus or self-clearingExperience with systems including Broadridge, Penson/Apex, FISOwn one or more functional domains while maintaining cross-functional clearing knowledgePrior production experience working at a retail broker dealerStrong knowledge of DTCC settlement (CNS & non-CNS)What Makes You Stand OutSeries 7 or Series 99 licenseObtains Series 24 or willing to do so within 180 daysYou are a collaborative team player with the ability to leadYou bring strong problem solving, control, and project management skills to the tableYou have a keen sense of urgency and prioritize timely support resolutionYou excel in working efficiently and accurately under pressure in a fast paced, multi-tasking environmentWhy 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 office (200 Carillon Pkwy, St. Petersburg, 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 $115,000-140,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.EEOC Statement