Account Operations Lead

Robinhood • Westlake, TX

9h • 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

• You hold active FINRA Series 7 and Series 63 licenses, with Series 24 preferred
• You apply strong analytical skills to interpret policies, procedures, and regulatory requirements in real scenarios
• You manage multiple workstreams and consistently meet defined service level and quality targets
• You bring experience in brokerage account operations such as onboarding, KYC/CIP, account maintenance, restrictions, or asset transfers
• You communicate clearly in writing and verbally, documenting decisions and rationale with accuracy

Responsibilities

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

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.
• Best-in-class benefits to fuel your work, including 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, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees