# Institutional Financial Operations, Associate Director/Sr. Associate Director at Webull

- Company: Webull
- What the company does: 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.
- Company website: https://webull.com/
- Type: Startups
- Level: Principal and up
- Location: New York, NY
- Work setup: On-site
- Posted: 2026-05-27
- Apply by: 2026-10-08
- Apply: https://ats.rippling.com/webull/jobs/0755a2ab-9420-462a-90f8-1c3fbbc9f8e9
- Page: https://www.1752.vc/careers/jobs/webull-institutional-financial-operations-associate-director-sr-associate-direct/

## 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

Tags: Finance