or apply directly on tastytrade's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 14 days tastytrade's roles stay open a median of 24 days
- Reposted
- No
- Salary listed
- Yes 94% of tastytrade's roles list one
- Ghost-job risk at tastytrade
- moderate 3 stale, 1 reposted of 18 open
- Hiring momentum
- 30 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from tastytrade's own greenhouse board since 2026-08-03. Full hiring picture for tastytrade.
About this role
As a Banking & Transfer Specialist at tastytrade, you will be responsible for processing account transfers, wires, checks, and ACH disbursements, acting as a liaison between clients and the clearing firm. You will also handle escalated inquiries, provide support to customers, ensure compliance with regulations, and mentor junior team members. This role requires a strong understanding of banking operations and transaction processing, with opportunities for career development and leadership.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of tastytrade as an employer.
What you need
- FINRA Series 7 (or SIE and Series 7 Top-Off) and Series 63 Certified
- Minimum 1-3 years of experience in banking operations, brokerage operations, or a similar licensed role
- Demonstrated track record of accuracy and sound judgment in transaction processing decisions
- Strong understanding of ACAT transfer processes, wire processing, check handling, and ACH disbursements
- Solid knowledge of IRA distribution rules, rollovers, and 60-day rollover requirements
- Experience mentoring or training team members
What you get
- Performance Bonuses
- Stock Purchase Options
- Medical/Vision/Dental Benefits
- 401k Plan
- 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
- 10 Paid Sick Days
Worth weighing
- Hybrid work model requires minimum 3 days/week in office
- Salary range is $60,000-$80,000, which may vary based on experience
- Role involves handling complex transaction issues and requires strong decision-making skills
- Mentorship responsibilities may require additional time and effort
Summarised from tastytrade's posting. Read the full original.
Listed by tastytrade on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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