Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Backed by Lightspeed.
About the role
We’re expanding our Finance organization at Webull and are looking to bring on an Associate Director / Sr. Associate Director of Financial Operations. This role can sit in either our Global HQ in St. Petersburg, Florida or our New York office, and will play a critical role in supporting our growing self-clearing and institutional brokerage infrastructure.
What they're looking for
- Manage and oversee daily SEC Rule 15c3-1 net capital calculations and SEC Rule 15c3-3 reserve calculations
- Support daily liquidity management, cash flow monitoring, and funding workflows across clearing and settlement operations
- Monitor and resolve clearing cash suspense breaks, cash reconciliation issues, and operational exceptions tied to brokerage activity
- Partner closely with Finance leadership on liquidity stress testing, capital forecasting, and operational risk analysis
- Assist in scaling and supporting institutional brokerage buildouts and operational infrastructure initiatives
- Work cross-functionally with Operations, Risk, Institutional, Legal, and Engineering teams to improve workflows and automate operational controls
More about this role
About The Role & Team
We’re expanding our Finance organization at Webull and are looking to bring on an Associate Director / Sr. Associate Director of Financial Operations. This role can sit in either our Global HQ in St. Petersburg, Florida or our New York office, and will play a critical role in supporting our growing self-clearing and institutional brokerage infrastructure.
Following our approvals for self-clearing, this individual will serve as a key operational and financial partner across Finance, Operations, Risk, Institutional, and Engineering teams. The role will focus heavily on regulatory financial operations, liquidity management, clearing workflows, suspense management, and operational scalability as Webull continues expanding its institutional and brokerage capabilities.
This is a highly cross-functional role with direct exposure to the core financial infrastructure supporting the brokerage business, including daily reserve and net capital calculations, clearing operations, and strategic institutional buildouts.
In This Role, You Will
- Manage and oversee daily SEC Rule 15c3-1 net capital calculations and SEC Rule 15c3-3 reserve calculations.
- Support daily...
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