Titan is a world-class investment firm inside a mobile app, managing over $750M+ in assets for 50,000+ clients. Our mission is to build the first premium investment manager for everyone. If Robinhood is the mass market solution, consider us the Apple of our category.
 
We recently raised a $58M Series B round led by venture capital firm Andreessen Horowitz, bringing our total funding to $75M. Loved by our clients, Titan won the Best Investment Advisor award from U.S. News in 2020 and the Best Advisor award at the 2020 Benzinga Global Fintech Awards, has ranked #1 out of 60+ advisors 5x in a row, and was featured by Apple in 2020. Our investors (some of Silicon Valley's best) have told us we're one of the fastest growing consumer fintech businesses in this category ever.
 
To us, our team is everything. Together, we can make magic happen. If you're excited by our mission, we'd love to meet you.
 
Role Overview
 
As Brokerage Operations Associate, you’ll help with day-to-day operations of Titan’s brokerage. This role will focus primarily on the day-to-day execution of Titan’s broker-dealer operations tasks/workflows to ensure that all operational procedures and risk controls are followed, documented, and properly maintained.
 
What You'll Do
  • Work directly with the Brokerage Operations Lead to complete daily brokerage operations tasks/ workflows, including cash, position, and trading reconciliations to ensure that all operational procedures and risk controls are followed, documented, and properly maintained
  • Ensuring the timely settlement of all trades and underlying client allocations, including resolving client and street side breaks
  • Review and reconcile house accounts
  • Process trade bookings and cancel/rebills
  • Ensure accuracy of all positions, cash and broker data on firm systems
  • Provide ongoing user account maintenance and review of new and existing account activity
  • Monitor and manage mandatory and/or voluntary corporate action events including dividends and interest payments
  • Identify opportunities to improve operational processes through automation
  • Participate in project work, including needs assessment, to build out and scale operational and technology platforms, including QA cycle

Qualifications 

  • 3-5 years of relevant account onboarding experience
  • Series 7, 63/66, and 24
  • Bachelor’s degree or equivalent experience (financial services experience a plus)
  • Start-up experience (ideally in consumer fintech) with the ability to create solutions with internal engineering, CX, and product partners
  • A keen eye for improving and automating everyday manual processes, meeting deadlines, and paying close attention to detail
  • Analytical, metrics and data-driven mindset</li><li>Strong communication skills, with the ability to work cross-functionally and communicate with leadership
  • Must possess the ability to adapt to a changing business and regulatory environment
  • Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment

Benefits/Perks

  • Work with a passionate, diverse, smart team on a product that helps tens of thousands of people
  • Backed by top-tier VCs (Andreessen Horowitz, General Catalyst, Sound Ventures, Scribble VC, Y Combinator, BoxGroup, and others)
  • Competitive compensation package (including equity component)
  • Medical and dental insurance
  • 401(k) plan with employer match
  • Currently remote-hybrid environment; NYC presence preferred but not mandatory
  • Work-from-home stipend to optimize your set-up

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