Operations Associate

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 Operations team at Webull is responsible for managing the full trade lifecycle, including all post-trade activities, clearance, and settlements. This team plays a pivotal role in our firm’s success, collaborating across departments to optimize processes.

We are excited to bring on an Operations Associate to join the team on Wall Street. As an Operations Associate here at Webull, you will be instrumental in processing corporate actions and trade break resolutions. Your keen attention to detail will be essential in ensuring the accuracy and efficiency of these critical operations.

In This Role, You Will

• Develop an in-depth understanding of the operational workflows, regulatory landscape, and financial instructions (equities, options, fixed income) pertinent to our product lines.
• Perform essential operational tasks such as corporate actions processing, account reconciliation, trade break resolution, handling of firm account fund balances and journal entries, and stock merger/dividend payouts.
• Prioritize client inquiries received via CRM or phone to ensure timely and effective resolution of issues; collaborate with internal and client services teams to maintain a high standard of customer care and support.
• Administer and oversee the delivery process for security proxies, prospectuses, and voluntary corporate events.
• Handle the lifecycle of various account transfers including ACATs, DRS, DWAC, FRs and FOPs.
• Engage directly with clearing firms, vendors, international branches, and end customers to ensure operational excellence and integrity.
• Analyze existing operations protocols to identify areas for process optimization.
  
  

The Skills You Bring

• A Bachelor’s degree in Economics, Business, Finance, or a related discipline
• Mandatory possession of a Series 7 license.
• Minimum of 1 to 2 years of experience in a relevant role within the financial services industry.
• Willingness and ability to work flexible hours including early mornings and evenings; provide support for critical operational activities outside standard business hours.
• Solid understanding of corporate actions and awareness of their impact on firm risk and capital.
• Strong communication skills with a keen attention to detail for effective collaboration and crisis management.
  
  

What Makes You Stand Out

• Exceptional problem-solving skills and the ability to operate independently during after-hours.
• Working knowledge of various clearing arrangements, such as Omnibus Clearing.
  
  

Why Webull?

At Webull, we’re more than just a company – we’re a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.

We believe that taking care of our people is the key to success. That’s why we offer an exciting suite of benefits designed to support you and your loved ones:

• 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, and company holidays.
• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
• Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
  
  

At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $80,000-95,000 per year yearly discretionary bonus benefits. The final offer will depend on several factors, including the successful candidate’s skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations.

This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We’re proud of the dynamic culture we’ve created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!

EEOC Statement

Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.