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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 Oracle global consolidation and perform GAAP bookkeeping. Prepare financial statements for overseas entities, analyze expenses and Customer Acquisition Cost, support system testing, maintain internal controls, and prepare audit schedules and walkthroughs for expenses, fixed assets, and payables/receivables.

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 legal processes (liens, levies, garnishments), handle escheatment lifecycle and state reporting, process asset transfers and DTC deliveries, reconcile accounts and monitor corporate actions, and support Middle Office Operations with administrative tasks, ad hoc requests, and special projects to ensure accurate, timely operational execution.

Administer and optimize Microsoft 365 and identity (Azure AD/Entra ID), manage endpoint tools (Intune, Jamf Pro), support office network infrastructure, serve as Tier 3 escalation for Helpdesk, automate tasks with PowerShell, respond to security incidents, run phishing simulations, and lead IT projects and vendor engagements.

Lead global DR/BCP program across 14 countries: standardize frameworks, validate AWS disaster recovery against RTO/RPO, maintain FINRA/SEC audit-ready documentation, run BIAs and high-pressure simulations, modernize playbooks, and assess vendor resilience for broker-dealer operations.

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.

Provide legal support for broker-dealer and advisory lines: draft, review, negotiate commercial and technology agreements; advise business teams on commercial, product, and regulatory matters; support compliance and monitor regulatory developments to enable scalable, risk-balanced solutions.

The Senior Marketing Manager will lead product marketing strategies, manage campaigns, and develop growth partnerships to drive user acquisition and engagement at Webull.