DriveWealth

Assistant FINOP

DriveWealth

2 months ago
New York, NY, United States
Hybrid
Full Time
Medior
3 applicants
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DriveWealth
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About this role

The Assistant FinOp at DriveWealth is part of the broker‑dealer finance team responsible for preparing and submitting regulatory and financial reports to U.S. regulators and supporting reconciliation, accounting, and risk functions. The role serves as a key liaison during audits and examinations and contributes to maintaining compliance and improving internal controls and reporting processes.

Skills

Qualifications

Bachelor's Degree in Accounting or FinanceCPA (Preferred)FINRA Series 27 (Preferred)FINRA Series 28 (Preferred)Work Authorization (U.S.)
DriveWealth

About DriveWealth

drivewealth.com

DriveWealth is a fintech brokerage-as-a-service that builds the infrastructure to enable embedded investing for fintechs, brokers, advisors, and enterprise partners. Its award-winning APIs power account onboarding, fractional-share trading, custody/clearing and back‑office services, and are used by 100+ fintechs and broker partners worldwide. DriveWealth focuses on making investing accessible and integrable into apps and platforms with global distribution, compliance support, and scalable developer tools.

About DriveWealth

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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