Source Job

Americas

  • 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.

Data Reconciliation Excel Project Management Stakeholder Coordination

3 jobs similar to Conversions and Migration Associate

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Americas

  • 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.

Americas

  • 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.

  • Daily surveillance and operational tasks for trading and cash management.
  • Cryptocurrency trade execution monitoring and account management.
  • Support AML program and drive impactful changes across workflows.

Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. They have a diverse team of 400+ members worldwide and are backed by $400 million in funding.