Margin Specialist

Join Robinhood in building the future of finance. Our mission is to democratize finance for all.

As a Middle Office Operations Margin Specialist, you'll be responsible for account level risk management and operations. You'll perform essential daily duties to keep our margin business running smoothly, including analyzing and resolving various types of margin calls, communicating with customers via phone or email to resolve escalated issues, reviewing risk-based alerts, testing the functionality of our margin product, and reviewing our outbound communications and educational materials.

Responsibilities:

• Review daily margin calls and execute the firm's margin sellout process.
• Recovery efforts across multiple entities to ensure accurate and timely reconciliation.
• Leverage AI-driven initiatives to improve workflows, automate routine tasks, and enhance operational accuracy.
• Serve as a subject matter expert during critical system outages or issues, participating in the weekly on-call rotation and remaining available outside standard business hours.
• Drive testing of new products and conduct routine testing for existing processes to ensure stability and compliance.
• Research, prioritize, and resolve margin-related escalations in a timely and compliant manner.
• Mitigate firm and customer risk through intraday alert monitoring and proactively resolve account issues.
• Partner with clearing, engineering, product, and international teams to drive efficiency, enhance the margin offering, and ensure consistent onboarding and operational standards.
• Monitor and manage margin interest rates, ensuring accuracy and consistency across accounts.
• Maintain detailed records in accordance with standard operating procedures (SOPs) and contribute to ongoing updates and improvements to SOPs and Help Center articles.

Requirements:

• Bachelor's degree or equivalent practical experience
• FINRA Series 7 and Series 63
• Understanding of equities and option strategies
• Demonstrated proficiency with technology and data-driven tools
• Strong analytical skills, including critical thinking and data analysis
• Strong understanding of Regulation T and FINRA Rule 4210
• Experience with retail client margin calls

Benefits:

• Challenging, high-impact work to grow your career
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
• Access to the Robinhood Employee Fund
• Access to the best AI tools on the market and continuous AI skill-building
• Lifestyle wallet
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge
• Exceptional office experience