Brokerage Operations Lead

About OnePay

OnePay is the consumer fintech trusted by millions of Americans to make money better. Our financial system is broken. High fees, low rates, and too few ways to actually grow your money. We’re fixing it. And we’re moving fast. We’re an all-in-one financial services platform that brings together banking, high-yield savings, credit cards, point-of-sale lending, investing, and crypto in one place. We also partner with employers, HCM providers, gig platforms, and others to deliver embedded financial services to millions of employees and frontline workers. We’re backed by Walmart, the world’s largest retailer, and Ribbit Capital, one of fintech’s most respected investors, giving us rare scale, distribution, and the opportunity to build something truly category-defining.

Role Summary

The Brokerage Operations Lead plays a critical role in running the day-to-day operations of OnePay’s brokerage services across both Invest and Crypto products. This role requires a deep understanding of the trade lifecycle, corporate actions, and SEC/FINRA regulations. The ideal candidate will be responsible for overseeing trade corrections, settlements, reconciliations, money movement, and transfers (ACATS), as well as managing corporate actions and asset servicing. They will also be responsible for monitoring operational health and performance, managing incidents, escalations, and customer-impacting issues, and building error management frameworks with AI tools.

Responsibilities

• Runs the day-to-day operations of OnePay’s brokerage services, ensuring accurate, timely, and compliant execution across the full trade and asset lifecycle
• Serves as the designated principal (Series 24) and acts as the first line of supervision and operational owner, serving as the primary decision-maker for day-to-day issues, escalations, and incident response across brokerage operations
• Partners closely with Customer Operations, Product, Engineering, Compliance, and our clearing and crypto partners to ensure a secure, scalable, and customer-first trading experience
• Builds the future of Brokerage Operations leveraging AI tools with unlimited tokens
• Oversight and management of core brokerage functions, including trade corrections, settlements, reconciliations, money movement, and transfers (ACATS)
• Overseeing corporate actions and asset servicing, ensuring accuracy and timeliness across dividends, splits, and other trade-related events
• Maintaining operational health and performance, including exception queues, customer support volumes, and proactively addressing risks
• Acting as the primary liaison with our clearing broker-dealer and crypto partners, ensuring seamless execution, issue resolution, and continuous improvement
• Building error management frameworks and partnering with Product and Engineering on workflow automation; optimizing the build using AI tools such as Claude, Gemini, and many more with unlimited tokens

Requirements

• 7+ years of brokerage or trading operations experience (fintech or broker-dealer preferred)
• Active FINRA licenses: Series 7, 63, and 24 (required)
• Experience as a supervisory principal with direct ownership of brokerage operations
• Experience operating in a follow-the-sun or global operations model, with shared ownership across regions
• Experience building processes and automations with AI tools
• Deep knowledge of: Trade lifecycle (execution → settlement → reconciliation), Corporate actions, transfers (ACATS), and money movement, SEC/FINRA regulations and operational risk controls
• Proven ability to run day-to-day operations in a high-volume, real-time environment
• Strong systems thinker with a track record of building scalable processes and tooling
• Ability to operate as a hands-on leader and operator
• Excellent cross-functional collaboration skills across Product, Engineering, Compliance, and CX
• Comfort in fast-paced, ambiguous environments with a bias for action and ownership

Benefits

Competitive base salary, stock options, and health benefits from Day 1
401(k) plan with company match
Remote-friendly (US), flexible time off (FTO), and opportunities for growth

What We Offer

A high-growth, mission-driven, inclusive culture where your work has real impact

Equal Employment Opportunity

To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at talent@onepay.com.