经纪人交易运营 专员
Broker Dealer Operations, Associate
准备开展职业生涯中最有影响力的工作吗？在Coinbase，我们对增加经济自由的使命毫不妥协。标准很高，环境紧张，我们喜欢这样。这里不是安于现状的地方，而是将你推向认知极限的地方。如果你准备好与那些不愿满足于“足够好”的人一起打造金融的未来，你就在这里。Coinbase是一家以远程办公为主导的公司，但并非完全远程。期待每季度进行一次高强度的线下工作会称为“surges”。了解更多关于在Coinbase工作的内容。
作为高级职员，经纪商运营，你将加入Coinbase资本市场团队，协助管理我们美国股票经纪体验背后的日常运营引擎。该团队确保客户账户、交易、现金、持仓、转账和公司行为的准确性、可控性和可扩展性。你将执行核心经纪商流程，调查异常情况，并推动改进，使数百万客户的操作更安全、更高效。
你将负责：
- 在Coinbase和Apex记录之间执行每日交易、持仓、余额和现金对账，调查并完整记录解决差异。
- 支持客户账户开通和维护流程，包括文件审查、状态跟进和异常升级。
- 全流程处理证券转入和转出（ACATs），从接收审查和资格检查到提交、跟踪和异常解决。
- 监控操作警报和异常队列，优先处理影响客户和风险的问题，并协调工程、产品、交易、客户体验、合规、财务和Apex部门进行修复。
- 通过审查事件通知、监控截止日期、验证分配和调查事件后差异来支持公司行为操作。
- 识别重复的故障模式，并提出实际的改进方案，以减少手动工作、缩短解决时间并改善客户结果。
所需技能和经验：
- 2年以上金融服务运营、经纪商运营、清算和结算、交易支持或相关运营控制职能的经验。
- 熟悉美国股票交易生命周期概念，包括订单处理、结算、持仓、现金流动、公司行为和账户转移。
- 有调查数据差异或
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Ready to do the most impactful work of your career? At Coinbase, we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase.
As an Associate, Broker Dealer Operations, you'll join the Coinbase Capital Markets team within Finance and help run the daily operational engine behind our U.S. equities brokerage experience. This team keeps customer accounts, trades, cash, positions, transfers, and corporate actions accurate, controlled, and scalable. You'll execute core broker-dealer workflows, investigate exceptions, and drive improvements that make the operation safer and more efficient for millions of customers.
What you'll do:
- Execute daily trade, position, balance, and cash reconciliations between Coinbase and Apex records, investigating and resolving breaks with full documentation.
- Support customer account onboarding and maintenance workflows, including documentation review, status follow-up, and exception escalation.
- Process inbound and outbound securities transfers (ACATs) end-to-end, from intake review and eligibility checks through submission, tracking, and exception resolution.
- Monitor operational alerts and exception queues, prioritize customer- and risk-impacting issues, and coordinate remediation across Engineering, Product, Trading, CX, Compliance, Finance, and Apex.
- Support corporate action operations by reviewing event notices, monitoring deadlines, validating allocations, and investigating post-event discrepancies.
- Identify recurring failure modes and propose practical improvements to reduce manual work, shorten resolution time, and improve customer outcomes.
Required skills and experience:
- 2+ years in financial services operations, brokerage operations, clearing and settlement, trade support, or a related operational control function.
- Working knowledge of U.S. equities trade lifecycle concepts, including order processing, settlement, positions, cash movements, corporate actions, and account transfers.
- Demonstrated experience investigating data breaks or operational exceptions across multiple systems and driving issues to documented resolution.
- Proven ability to follow documented procedures consistently in a regulated environment while exercising sound judgment on exceptions outside the runbook.
- Familiarity with clearing platforms (e.g., Apex Clearing), Jira, SQL, or workflow-automation tools used in brokerage operations.
- Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.
Position ID: P78331
#LI-Remote
Pay Transparency Notice: Base salary varies by location (see range below). Total compensation may also include equity and bonus eligibility, and benefits (medical, dental, vision, 401(k)).
Annual base salary range (excluding equity and bonus):
$121,410—$127,800 USD
- Application Limit: Candidates may submit a maximum of 3 applications within a 6-month period.
- Equal Opportunity Employer: Coinbase is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws.
- US Applicants: View Employee Rights, Know Your Rights, and E-Verify Notice of Participation.
- Accommodations: If you are an individual with a disability who needs a reasonable accommodation, email us your request and contact info at accommodations[at]coinbase.com. Need screen reading technology? Click here to download a free compatible screen reader and view the tutorial.
- Data Privacy & Arbitration: By submitting your application, you agree to our Candidate Privacy Notice. US applicants: By submitting your application, you agree to Arbitration of Disputes.