The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Review daily margin calls and execute the firm's margin sellout process.
Recovery efforts across multiple entities to ensure accurate and timely reconciliation.
Leverage AI-driven initiatives to improve workflows, automate routine tasks, and enhance operational accuracy.
Serve as a subject matter expert during critical system outages or issues,: participating in the weekly on-call rotation and remaining available outside standard business hours, including early mornings or late evenings, to ensure timely resolution
Drive testing of new products and conduct routine testing for existing: processes to ensure stability and compliance.
Research, prioritize, and resolve margin-related escalations in a timely and compliant manner.
What they're looking for
- Mitigate firm and customer risk through intraday alert monitoring and proactively resolve account issues.
- Partner with clearing, engineering, product, and international teams to drive: efficiency, enhance the margin offering, and ensure consistent onboarding and operational standards, while fostering a collaborative culture of knowledge sharing and continuous team development.
- Monitor and manage margin interest rates, ensuring accuracy and consistency: across accounts, while assisting with the implementation of negotiated and promotional rate programs.
- Maintain detailed records in accordance with standard operating procedures: (SOPs) and contribute to ongoing updates and improvements to SOPs and Help Center articles to ensure accuracy and clarity.
