Account Operations Lead

Posted 24 Days Ago
Be an Early Applicant
2 Locations
In-Office
81K-95K Annually
Mid level
Fintech • Cryptocurrency
Robinhood's mission is to democratize finance for all.
The Role
Review and process complex account workflows ensuring compliance and accuracy in financial operations, handle escalations, and propose process improvements.
Summary Generated by Built In
Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Account Operations team is responsible for ensuring accurate, compliant, and timely handling of customer account activity across the brokerage lifecycle. This team supports account onboarding, maintenance, restrictions, and asset movements while partnering closely with teams such as Customer Experience, Risk, Compliance, Legal, and Brokerage Operations. The work directly supports customer trust by ensuring account actions are handled correctly and consistently. We focus on precision, accountability, and continuous improvement to support scale and quality outcomes!

As an Account Operations Lead, you will review and process complex account workflows while ensuring compliance with regulatory requirements and internal policies. You will handle sensitive account scenarios, resolve escalations, and maintain high standards for accuracy and documentation. This role requires strong judgment and the ability to interpret policies to support consistent decisions. You will also contribute to improving processes, documentation, and tools used by the broader team.

This role is based in our Denver, CO or Westlake, TX office(s), with in-person attendance expected at least 5 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

Applications for this role will be accepted through May 7th, 2026. Please connect with your recruiter for more information about this role’s application window.

What you’ll do
  • You review and process account cases across onboarding, maintenance, restrictions, and asset movements in line with documented procedures and service level agreements
  • You handle complex scenarios such as estates, powers of attorney, and divorce-related distributions, escalating appropriately when needed
  • You investigate and resolve escalations from Customer Experience, Risk, Compliance, Legal, Supervision, and related teams
  • You ensure adherence to written supervisory procedures, internal controls, and documentation standards in all case handling
  • You identify process gaps, document findings, and propose improvements to workflows, tools, and internal documentation
What you bring
  • You hold active FINRA Series 7 and Series 63 licenses, with Series 24 preferred
  • You apply strong analytical skills to interpret policies, procedures, and regulatory requirements in real scenarios
  • You manage multiple workstreams and consistently meet defined service level and quality targets
  • You bring experience in brokerage account operations such as onboarding, KYC/CIP, account maintenance, restrictions, or asset transfers
  • You communicate clearly in writing and verbally, documenting decisions and rationale with accuracy

This position is restricted to US citizens or lawful permanent residents due to legal requirements.

What we offer
  • Challenging, high-impact work to grow your career.
  • Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
  • Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
  • Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
  • Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
  • Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
  • Exceptional office experience with catered meals, events, and comfortable workspaces.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
$81,000$95,000 USD
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
$71,000$84,000 USD
Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)
$63,000$74,000 USD

Click here to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Skills Required

  • Hold active FINRA Series 7 and Series 63 licenses, with Series 24 preferred
  • Experience in brokerage account operations such as onboarding, KYC/CIP, account maintenance, restrictions, or asset transfers
  • Strong analytical skills to interpret policies, procedures, and regulatory requirements
  • Manage multiple workstreams and meet defined service level and quality targets
  • Clear communication in writing and verbally, documenting decisions accurately

Robinhood Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Robinhood and has not been reviewed or approved by Robinhood.

  • Healthcare Strength Company materials emphasize best-in-class medical, dental, and vision coverage alongside mental-health support and life/disability insurance. Feedback suggests employer-paid coverage levels are strong for employees and solid for dependents.
  • Parental & Family Support Paid parental leave and fertility benefits are consistently highlighted, with leave lengths described as generous for the industry. Feedback suggests these family-forming supports compare favorably to many fintech peers.
  • Wellbeing & Lifestyle Benefits A flexible lifestyle wallet, commuter support, and rich office perks (catered meals, snacks, events) are prominently featured. Feedback suggests these everyday perks enhance the overall value of the package.

Robinhood Insights

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The Company
HQ: Menlo Park, CA
0 Employees
Year Founded: 2013

What We Do

Robinhood Markets, Inc. (NASDAQ: HOOD) transformed financial services by introducing commission-free stock trading and democratizing access to the markets for millions of investors. Today, Robinhood, through its subsidiaries, lets you trade stocks, options, futures (which includes event contracts), and crypto, invest for retirement, earn with Robinhood Gold, and access an expert-managed portfolio with Robinhood Strategies. Headquartered in Menlo Park, California, Robinhood puts customers in the driver’s seat, delivering unprecedented value and products intentionally designed for a new generation of investors. Additional information about Robinhood can be found at www.robinhood.com.

Why Work With Us

At Robinhood, we are building an elite team, applying frontier technologies to the world’s biggest financial problems. Every role can make a real impact. We’re a team of builders, doers, and bold thinkers who thrive in a high-performance environment and take pride in raising the bar for ourselves and the millions of customers we serve.

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