Registered Brokerage Specialist
AlpacaNorth AmericaFull TimeOperations
Remotely
excelgoogle sheetssqlbrokerage operationsdtcseries 7finraacats
Job Description
📋 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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