Account Operations Lead

RobinhoodDenver, TX
Hybrid

About The Position

The Account Operations team is responsible for ensuring accurate, compliant, and timely handling of customer account activity across the brokerage lifecycle. This team supports account onboarding, maintenance, restrictions, and asset movements while partnering closely with teams such as Customer Experience, Risk, Compliance, Legal, and Brokerage Operations. The work directly supports customer trust by ensuring account actions are handled correctly and consistently. We focus on precision, accountability, and continuous improvement to support scale and quality outcomes! As an Account Operations Lead, you will review and process complex account workflows while ensuring compliance with regulatory requirements and internal policies. You will handle sensitive account scenarios, resolve escalations, and maintain high standards for accuracy and documentation. This role requires strong judgment and the ability to interpret policies to support consistent decisions. You will also contribute to improving processes, documentation, and tools used by the broader team. This role is based in our Denver, CO or Westlake, TX office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. Applications for this role will be accepted through May 7th, 2026. Please connect with your recruiter for more information about this role’s application window.

Requirements

  • Active FINRA Series 7 and Series 63 licenses, with Series 24 preferred
  • Strong analytical skills to interpret policies, procedures, and regulatory requirements in real scenarios
  • Ability to manage multiple workstreams and consistently meet defined service level and quality targets
  • Experience in brokerage account operations such as onboarding, KYC/CIP, account maintenance, restrictions, or asset transfers
  • Clear communication skills in writing and verbally, documenting decisions and rationale with accuracy

Responsibilities

  • Review and process account cases across onboarding, maintenance, restrictions, and asset movements in line with documented procedures and service level agreements
  • Handle complex scenarios such as estates, powers of attorney, and divorce-related distributions, escalating appropriately when needed
  • Investigate and resolve escalations from Customer Experience, Risk, Compliance, Legal, Supervision, and related teams
  • Ensure adherence to written supervisory procedures, internal controls, and documentation standards in all case handling
  • Identify process gaps, document findings, and propose improvements to workflows, tools, and internal documentation

Benefits

  • Performance-driven compensation with multipliers for outsized impact
  • Bonus programs
  • Equity ownership
  • 401(k) matching
  • 100% paid health insurance for employees with 90% coverage for dependents
  • Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more
  • Employer-paid life & disability insurance
  • Fertility benefits
  • Mental health benefits
  • Company holidays
  • Paid time off
  • Sick time
  • Parental leave
  • Exceptional office experience with catered meals, events, and comfortable workspaces

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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