Webull Financial
Overview
Webull is a leading commission-free trading platform built for self-directed investors. As a rapidly growing fintech company, we leverage technology and innovation to provide advanced trading tools, real-time market data, and a seamless user experience. Join us in building the infrastructure that powers next-generation investing. About the role
We are seeking a strategic, execution-focused
Director of Omni Operations
to lead the development, oversight, and transformation of our operations functions. This individual will own the end-to-end clearing lifecycle, from trade capture through post-trade processing and reconciliation, while ensuring regulatory compliance, operational resilience, and scalability. The ideal candidate has deep expertise in U.S. operations, clearing, margin, and custody—preferably across fully-disclosed, omnibus and self-clearing broker-dealers. Key Responsibilities
Own and oversee all aspects of operations, including trade settlement, cash and position reconciliation, margin processing, corporate actions, account statements, securities lending, and regulatory reporting. Lead and mentor a team of managers and analysts responsible for day-to-day operations. Serve as the key liaison with clearing partners, vendors, custodians, regulators, and internal stakeholders. Drive operational excellence through automation, control enhancements, and exception management processes. Partner with product, engineering, and compliance teams to support new product launches and platform features from a clearing and post-trade perspective. Maintain strong internal controls and ensure adherence to regulatory requirements including SEC, FINRA, and DTCC rules. Lead audits, regulatory exams, and internal reviews related to clearing and settlement. Develop and track key operational KPIs; provide strategic insights and regular reporting to executive leadership. Actively monitor industry trends and regulatory developments and assess their impact on clearing operations. Qualifications
Bachelor’s degree required; MBA or advanced degree preferred. 8+ years of experience
in clearing operations within a broker-dealer or clearing firm;
3+ years in a senior leadership or director-level role. Strong knowledge of U.S. equity and options markets, DTCC, DTC, NSCC, margin methodologies, and post-trade workflows. Experience in an omnibus or self-clearing environment is highly preferred. Series 24 licensed. Proven track record of leading and scaling operational teams in a high-growth, high-volume environment. Deep understanding of regulatory frameworks and reporting obligations (e.g., 15c3-3, 17a-5, CAT, TRACE). Comfortable working cross-functionally in a fast-paced, tech-driven organization. Excellent communication, leadership, and problem-solving skills. Why Webull?
Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Benefits
Comprehensive Health Coverage : 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support : 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance : Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Wellness & Pet Care : Fitness and wellness benefits, plus pet insurance for your furry friends. Investing in Your Future:
We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. Dynamic Office Perks : Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St. Petersburg, FL office (200 Carillon Parkway) where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
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Webull is a leading commission-free trading platform built for self-directed investors. As a rapidly growing fintech company, we leverage technology and innovation to provide advanced trading tools, real-time market data, and a seamless user experience. Join us in building the infrastructure that powers next-generation investing. About the role
We are seeking a strategic, execution-focused
Director of Omni Operations
to lead the development, oversight, and transformation of our operations functions. This individual will own the end-to-end clearing lifecycle, from trade capture through post-trade processing and reconciliation, while ensuring regulatory compliance, operational resilience, and scalability. The ideal candidate has deep expertise in U.S. operations, clearing, margin, and custody—preferably across fully-disclosed, omnibus and self-clearing broker-dealers. Key Responsibilities
Own and oversee all aspects of operations, including trade settlement, cash and position reconciliation, margin processing, corporate actions, account statements, securities lending, and regulatory reporting. Lead and mentor a team of managers and analysts responsible for day-to-day operations. Serve as the key liaison with clearing partners, vendors, custodians, regulators, and internal stakeholders. Drive operational excellence through automation, control enhancements, and exception management processes. Partner with product, engineering, and compliance teams to support new product launches and platform features from a clearing and post-trade perspective. Maintain strong internal controls and ensure adherence to regulatory requirements including SEC, FINRA, and DTCC rules. Lead audits, regulatory exams, and internal reviews related to clearing and settlement. Develop and track key operational KPIs; provide strategic insights and regular reporting to executive leadership. Actively monitor industry trends and regulatory developments and assess their impact on clearing operations. Qualifications
Bachelor’s degree required; MBA or advanced degree preferred. 8+ years of experience
in clearing operations within a broker-dealer or clearing firm;
3+ years in a senior leadership or director-level role. Strong knowledge of U.S. equity and options markets, DTCC, DTC, NSCC, margin methodologies, and post-trade workflows. Experience in an omnibus or self-clearing environment is highly preferred. Series 24 licensed. Proven track record of leading and scaling operational teams in a high-growth, high-volume environment. Deep understanding of regulatory frameworks and reporting obligations (e.g., 15c3-3, 17a-5, CAT, TRACE). Comfortable working cross-functionally in a fast-paced, tech-driven organization. Excellent communication, leadership, and problem-solving skills. Why Webull?
Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Benefits
Comprehensive Health Coverage : 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support : 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance : Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Wellness & Pet Care : Fitness and wellness benefits, plus pet insurance for your furry friends. Investing in Your Future:
We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. Dynamic Office Perks : Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St. Petersburg, FL office (200 Carillon Parkway) where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
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