Brokerage Clearing Specialist
DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
About the role
Purchase & Sales Operations plays a critical role in trade processing, reconciliation, and settlement across various asset classes, primarily equities. This position ensures the timely and accurate confirmation of trades, supports regulatory reporting requirements, and coordinates with executing brokers, clients, and internal teams to resolve breaks and exceptions. Early morning P&S work begins at 6:30 am CT and can be completed remotely; in‑office presence is required 3‑4 days per week thereafter. This is strictly a Chicago‑based role.
Responsibilities
- Monitor and process pre‑market P&S activity from 6:30 am CT (remote work eligible), including trade confirmations, exception flagging, and coordination with executing brokers before market‑open client‑facing operations