Margin Specialist

📋 Description

• Own daily Margin processes and complex transactions.
• Partner with customer-facing teams on margin inquiries.
• Escalate high-risk activity with trend analysis and resolutions.
• Improve margin ops efficiency and customer experience.
• Use AI and data-driven decisions to improve policies.
• Apply margin ops knowledge with regulatory insights and AI.

🎯 Requirements

• Deep knowledge of retail brokerage margin operations and related regulations.
• Proven track record of automation and process improvement with AI.
• Extreme attention to detail and accountability for results.
• Quick learner, critical thinker, and strong problem-solving skills.
• Self-motivated with action bias in a fast-paced environment.
• FINRA Series 7; interest in obtaining Series 24.

🎁 Benefits

• Challenging, high-impact work to advance your career.
• Performance pay with bonuses, equity, and 401(k) matching.
• 100% paid health insurance for you, 90% for dependents.
• Flexible benefits wallet for wellness and learning.
• Employer-paid life and disability insurance, mental health benefits.
• Generous time off including holidays and PTO.