Jobs at Webull Financial

Manage monthly, quarterly, and annual close processes for multiple broker-dealer entities. Oversee journal entries, reconciliations, payables, receivables, financial statements, forecasts, budgets, internal controls, and regulatory reporting. Research accounting standards, improve close-process efficiency, lead audit and regulatory relationships, and develop accounting staff. Ensure compliance with U.S. GAAP and applicable reporting requirements.

Lead implementation and operational support of the securities finance platform (FIS Loanet, Lending Pit). Establish vendor connectivity, design end-to-end securities lending processes, manage trade lifecycle (capture, settlement, collateral, recalls, reconciliations), develop controls and reporting, support UAT/production readiness, partner with Technology/Product/vendors, and identify automation opportunities.

Lead finance for Webull Pay, overseeing accounting, treasury, regulatory reporting (MTL), internal controls, audits, customer asset protection, and cross-functional finance strategy for a regulated crypto payments business.

Lead finance for a regulated crypto money-transmitter: manage accounting, treasury, regulatory reporting (MTL call reports), audits, internal controls, custody reconciliation, and cross-functional compliance to support growth and regulatory obligations.

Lead and develop CX teams across phone and written channels; own CX metrics, quality, workforce management, knowledge base and outbound communications; operate and govern AI-assisted CX tools; handle complex regulatory escalations; ensure FINRA/SEC compliance; run Voice of Customer program and drive product and process improvements to improve CSAT and deflection.

Manage end-to-end broker-dealer clearing and settlement across retail and institutional channels. Oversee DTC/DTCC settlement functions, exception and fail management, reconciliations, regulatory compliance, reporting, SOPs, audits, process improvements, and cross-functional initiatives to support a self-clearing omnibus model.

Lead cross-functional product and platform projects from concept to launch. Define business requirements, build and maintain project plans and RAID logs, manage stakeholders and issue escalation, coordinate testing and deliverables, run communications cadence, and conduct post-implementation reviews to capture lessons learned and improve processes.

The role involves managing financial operations, liquidity, and regulatory compliance within a brokerage environment, focusing on cash flow, capital calculations, and operational support.

The role involves overseeing financial operations related to brokerage, managing liquidity and net capital calculations, resolving operational issues, and collaborating across teams for institutional growth.

The Director of Futures Operations will oversee trading and clearing, manage futures and options trade flow, and enhance operational processes while collaborating with compliance and risk teams.

The Marketing Associate role involves developing marketing campaigns, analyzing performance, collaborating with teams, and optimizing growth strategies for the Canadian market.

The Associate, Clearing Operations manages back-office clearing and settlement functions, trade reconciliations, and issue resolutions while supporting retail and institutional clients.

As a Customer Experience Representative, you'll assist clients via phone and written channels, improve internal knowledge, and contribute to automation efforts for better service delivery.