Process high-priority transactions, including wires, checks, journals, and bank-linking, ensuring accuracy and timely completion.

Evaluate and manage money movement risks from both a customer and firm perspective to mitigate financial losses.

Collaborate with project and operations teams to test, launch, and scale retail brokerage products and operational systems.

Develop and document operational processes and procedures to improve efficiency and maintain compliance standards.

Serve as a subject matter expert in asset movements, collaborating with Customer Experience, Clearing, Fraud, and Financial Crimes teams to resolve complex customer issues.

A Bachelor's degree in finance, accounting, business, or a related field (or equivalent practical experience), along with 4+ years of experience in brokerage operations or financial services.

Active FINRA Series 7 license; an active FINRA Series 24 license is preferred.

Strong analytical and problem-solving skills, with a demonstrated ability to identify process inefficiencies, propose concrete solutions, and manage operational risk.

Excellent communication and interpersonal skills, with the ability to explain complex operational and compliance concepts clearly.

Exceptional attention to detail, deep knowledge of banking operation standards, and advanced familiarity with securities industry compliance policies.

Asset Movement Operations Senior Specialist

Responsibilities

Benefits

Company

Robinhood

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