Registered Brokerage Specialist

Added
5 minutes ago
Type
Full time
Salary
Salary not provided

Related skills

sql google sheets excel finra series 7
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πŸ“‹ Description

  • Serve as a key operational point of contact for Alpaca's Broker API partners to facilitate and
  • Project manage the asset migration lifecycle from beginning to end
  • Build strong relationships with partner firms to ensure smooth day-to-day operations and issue
  • Lead onboarding and conversion of introducing brokers and RIAs from other clearing or custodial
  • Coordinate operational setup, documentation, and system integration for new partner firms
  • Develop and maintain repeatable playbooks and documentation for conversion and integration processes

🎯 Requirements

  • 3–5 years of experience in brokerage operations, clearing, or account transfer operations
  • Hands-on experience with account transfers (ACATS), DTC settlements, and broker-dealer back-office
  • Experience building, validating, or reconciling conversion/migration files
  • Strong attention to detail and comfort working with large datasets in Excel or Google Sheets
  • Ability to manage multiple deliverables under deadline pressure, including weekend and off-hours
  • Clear written and verbal communication; able to coordinate across technical and non-technical

🎁 Benefits

  • Competitive Salary & Stock Options
  • Health Benefits
  • New Hire Home-Office Setup: One-time USD $500
  • Monthly Stipend: USD $150 per month via a Brex Card
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