Manage partner account conversions and migrations from start to finish.
Coordinate across compliance, product, and engineering teams to resolve gaps.
Develop and maintain repeatable playbooks for conversion and integration processes.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. The company has over 400 globally distributed team members and fosters a diverse, inclusive culture rooted in curiosity, empathy, and accountability.
Process daily incoming and outgoing ACATS transfers within industry timelines, validating client information and asset eligibility.
Handle communications with contra firms, transfer agents, and partner brokers to coordinate on rejections and documentation.
Partner with engineering to automate daily self-clearing workflows and drive continuous operational improvement.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. With a diverse team of 400+ globally distributed members and $400 million in funding from top-tier investors, we are committed to open-source contributions and fostering a vibrant community.
Process and support day-to-day accounts workflow including onboarding, maintenance, updates, and closures.
Fully own escheatment and abandoned property operations and monthly statement review.
Execute legacy cleanup and data hygiene projects to meet compliance requirements.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With a team of over 400 globally distributed members, we foster a diverse and dynamic culture committed to open-source contributions and innovation.
Review, prepare, and resolve complex account work, including entity accounts and correspondent partners.
Process and support day-to-day accounts workflow, including onboarding, maintenance, and lifecycle changes.
Execute monthly statement and trade confirmation reviews and lead legacy cleanup projects.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. Our global team of over 400 members is diverse and backed by $400 million in funding, fostering a culture of curiosity, empathy, and accountability.
Assist clients and broker partners by being the first point of contact on service needs and issues.
Process operational requests such as funds distributions, journals, account updates, and ACATs initiation.
Research and resolve client issues related to forms, transfers, and other operational items.
Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. The company is backed by $400 million in funding and has a global team of 400+ members.