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Robinhood

Margin Specialist

Posted Yesterday
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In-Office
New York, NY, USA
102K-120K Annually
Mid level
Easy Apply
In-Office
New York, NY, USA
102K-120K Annually
Mid level
The Margin Specialist will handle daily margin processes, ensure compliance, address escalated inquiries, and utilize AI for operational enhancements in brokerage accounts.
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Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

We're looking for a motivated self-starter to be a part of our Margin Operations team. You'll be an integral part of a cross-functional clearing operations team working with many key players throughout our brokerage organization.

This role is based in our Lake Mary, FL, Chicago, IL, New York, NY or Denver, CO office(s), with in-person attendance expected at least 3 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

What you’ll do
  • Take ownership of critical daily Margin processes such as handling complex transactions and comprehensive reviews of customer accounts to ensure applicable regulations and industry best practices are adhered to.
  • Partner with customer facing teams to address escalated inquiries and exception handling of margin accounts.
  • Escalate and address high-risk or abnormal user activities, with a focus on trend analysis and timely resolutions. 
  • Seek out opportunities and contribute meaningfully to enhancing operational efficiencies and delivering a great customer experience related to our margin offering. 
  • Use AI and data driven decision making to collaborate on ongoing enhancements or innovative new solutions to department policies and procedures. 
  • Apply a detailed working knowledge of Margin operations and regulatory requirements, along with fluency in Artificial Intelligence, to amplify your impact. 
What you bring
  • Deep knowledge of retail brokerage account operations, regulations related to margin transactions and partnerships with customer facing teams
  • Demonstrated history of operational excellence - leveraging AI in various capacities to implement automation, build out new processes, and explore data sets with limited support needed
  • Extreme attention to detail, combined with courageous accountability for driving results
  • Ability to combine speed with thoughtfulness to learn quickly, think critically and apply problem-solving skills to resolve escalated issues and solve complex issues.
  • Self-motivated, with a bias for action and able to thrive in an entrepreneurial environment 
  • FINRA Series 7 with desire to obtain Series 24

What we offer
  • Challenging, high-impact work to grow your career.
  • Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
  • Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
  • Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
  • Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
  • Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
  • Exceptional office experience with catered meals, events, and comfortable workspaces.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
$102,000$120,000 USD
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
$90,000$106,000 USD
Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)
$80,000$94,000 USD

Click here to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Top Skills

Artificial Intelligence

Robinhood New York, New York, USA Office

New York, NY, United States

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