Account Operations Lead, Robinhood
$58-68k
Plus bonus programs, and equity ownership
3 days a week in office
Commission-free stock trading & investing app
Open for applications
Commission-free stock trading & investing app
1001+ employees
Open for applications
$58-68k
Plus bonus programs, and equity ownership
3 days a week in office
1001+ employees
Company mission
To democratize finance for all.
Role
Who you are
- You hold active FINRA Series 7 and Series 63 licenses, with Series 24 preferred
- You apply strong analytical skills to interpret policies, procedures, and regulatory requirements in real scenarios
- You manage multiple workstreams and consistently meet defined service level and quality targets
- You bring experience in brokerage account operations such as onboarding, KYC/CIP, account maintenance, restrictions, or asset transfers
- You communicate clearly in writing and verbally, documenting decisions and rationale with accuracy
- If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application
What the job involves
- The Account Operations team is responsible for ensuring accurate, compliant, and timely handling of customer account activity across the brokerage lifecycle
- This team supports account onboarding, maintenance, restrictions, and asset movements while partnering closely with teams such as Customer Experience, Risk, Compliance, Legal, and Brokerage Operations
- The work directly supports customer trust by ensuring account actions are handled correctly and consistently
- We focus on precision, accountability, and continuous improvement to support scale and quality outcomes!
- As an Account Operations Lead, you will review and process complex account workflows while ensuring compliance with regulatory requirements and internal policies
- You will handle sensitive account scenarios, resolve escalations, and maintain high standards for accuracy and documentation
- This role requires strong judgment and the ability to interpret policies to support consistent decisions
- You will also contribute to improving processes, documentation, and tools used by the broader team
- You review and process account cases across onboarding, maintenance, restrictions, and asset movements in line with documented procedures and service level agreements
- You handle complex scenarios such as estates, powers of attorney, and divorce-related distributions, escalating appropriately when needed
- You investigate and resolve escalations from Customer Experience, Risk, Compliance, Legal, Supervision, and related teams
- You ensure adherence to written supervisory procedures, internal controls, and documentation standards in all case handling
- You identify process gaps, document findings, and propose improvements to workflows, tools, and internal documentation
Application process
- Applications for this role will be accepted through May 7th, 2026. Please connect with your recruiter for more information about this role’s application window
Our take
For years, traditional brokers ruled the share trading realm, charging hefty fees that locked out everyday investors. Robinhood emerged as a disruptor, offering commission-free trading and opening the door to a new generation. Since then, expectations have continued to evolve, with investors looking not just to lower costs, but for simpler tools, clearer information, and guidance that makes the market easier to understand.
Robinhood was built to meet those changing expectations, designed from the start as a mobile-first platform that makes investor more accessible and less intimidating for people at every stage of their financial journey. Through its app, users can trade stocks and other financial instruments while benefiting from a clean interface and built-in educational support, helping them move from curiosity to confidence without unnecessary complexity.
Recently, Robinhood has strenghtned its impact too, particularly in the UK. With the launch of AI-powered Digests within its Robinhood Cortex assistant that helps users understand what's driving stock movements in plain English, while upcoming options trading and expanded educational resources add flexibility and depth. Together, these steps position Robinhood as a platform evolving alongside its users, blending technology and education to stay ahead in an ever-changing investment landscape.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 13 rounds)
Feb 2021
$2.4bn
CONVERTIBLE
Jan 2021
$1bn
LATE VC
Total funding: $5.6bn
Company HQ
Downtown Menlo Park, Menlo Park, CA
Leadership
Vlad Tenev
(Co-Founder, CEO & Chairman)Studied Mathematics at Stanford University, where they met Baiju. Dropped out of a PhD to start Robinhood. Alongside Robinhood, Vlad is also the co-founder and Executive Chairman of Harmonic.
Baiju B.
(Co-Founder)Studied Mathematics and Physics at Stanford University, where they met their Vlad and co-founded Robinhood in 2012. Baiju is also the Founder and CEO of Aetherflux.
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