Associate, Clearing Operations

Webull is a leading digital brokerage platform built on next generation global infrastructure. Our vision is to empower individual investors with the tools and resources they need to succeed financially. We are seeking an Associate, Clearing Operations to support end-to-end back-office clearing and settlement across retail and institutional businesses.

Requirements

• Support daily clearing and settlement across DTCC, CNS and non-CNS
• Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers, pair-offs, SPO charges, RAD management, and fail reporting
• Manage fails and buy-ins, including issuance of broker-to-broker buy-in notices and monitoring through DTC’s Obligation Warehouse
• Resolve trade exceptions across CTM and OASYS
• Perform trade, cash, and position reconciliations; validate DTCC vs internal books and records
• Support end-to-end institutional client trade flows, including allocation, affirmation, confirmation, and settlement through DTCC
• Investigate and resolve breaks; maintain aging and control reporting
• Support both retail and institutional trade flows
• Conduct all operational tasks including settlement, journals, trade confirmations, and position and cash reconciliations
• Develop and maintain Standard Operating Procedures (SOPs to support training, incident response, and operations continuity)
• Assist with audits, regulatory inquiries, and control documentation

Benefits

• Comprehensive Health Coverage
• Financial Support
• Work-Life Balance
• Wellness & Pet Care
• Investing in Your Future
• Dynamic Office Perks