Experience with broadridge penson apex fis systems
Strong knowledge of dtcc settlement cns non-cns
Webull is seeking an Asset Servicing Associate Director to lead its Clearing Operations team in St. Petersburg, FL. The role involves managing the settlement of financial transactions, ensuring accuracy and compliance, while leveraging data analysis skills in a collaborative environment
Job Summary
Webull is seeking an Asset Servicing Associate Director to oversee the settlement of financial transactions ensuring accuracy and regulatory compliance.
The role involves serving as a subject matter expert in functional areas such as corporate actions, security master, and account transfers while driving automation initiatives.
Candidates will benefit from comprehensive health coverage including 100% paid medical and dental insurance along with a 401(k) match and generous time off.
Matching Summary
Match Score: 85
Webull is seeking an Asset Servicing Associate Director to lead its Clearing Operations team in St. Petersburg, FL. The role involves managing the settlement of financial transactions, ensuring accuracy and compliance, while leveraging data analysis skills in a collaborative environment.
Salary
Base: $115,000-140,000 annually; Bonus/Equity: Discretionary bonus included; Benefits: Comprehensive health coverage 401(k) match tuition reimbursement
Skills & Requirements
Must-have
7+ years experience in clearing
Experience with Broadridge Penson Apex FIS systems
Strong knowledge of DTCC settlement CNS non-CNS
Production experience at retail broker dealer
Expertise in omnibus or self-clearing processes
Nice-to-have
Series 7 or Series 99 license
Willingness to obtain Series 24 within 180 days
Strong problem solving and project management skills
Ability to lead collaborative team efforts
Keen sense of urgency in fast-paced environments
Key Requirements
Bachelor's degree in Economics Business or Finance
7+ years relevant field experience
Series 7 or Series 99 license preferred
Obtain Series 24 or willing to do so within 180 days