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Brex logoB
BrexFinance

Manager, Broker Dealer Operations

San Francisco, California, United StatesFull-timeSenior$108,400 – $135,600
Posted Oct 1, 2026Deadline: Nov 21, 2026
Job SnapshotActively hiring
LocationSan Francisco, California, United States
Job typeFull-time
Salary$108,400 – $135,600
DeadlineNov 21, 2026

Finjobsly Role Intelligence

Experience level
Senior
Work style
Hybrid
Visa sponsorship
Not specified
Salary
$108,400 – $135,600
Key skills
SQLPaymentsAMLFraudComplianceTreasuryTradingSanctionsCustomer Success

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Finjobsly Intelligence— Generated from the employer's job description

What you'll own

You’ll own the full sales cycle for existing card customers, upselling checking, treasury and sweep products while acting as a trusted advisor and managing strategic account plans.

What they're looking for

3+ years of outbound sales experience in financial services or fintech, a proven quota‑carrying record, strong executive‑level communication skills, and a BA/BS degree.

Why this role matters

Increasing adoption of Brex’s business‑account suite drives higher assets under management and net‑new revenue, fueling the company’s overall growth.

Fintech requirements

Visa sponsorship: No
Work arrangement: hybrid

About this role

Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Operations

Operations is the backbone of Brex’s mission to power businesses through our Intelligent Finance Platform. We own credit, fraud, money movement, and payments, protecting our customers and our company. From product operations that ensure flawless launches to scalable systems that drive innovation and precision, we operate at the intersection of product, design, engineering, and customer success. If you want to work at the heart of the business, Operations is where you belong.

What you’ll do

As the Manager of Broker-Dealer Operations you will ensure the execution and compliance of our daily trading activities. You’ll define the control environment for our trading function, work to strengthen judgment and documentation standards, and build the operating rhythms that keep a high-stakes monitoring function accurate, resilient, and ready to scale.

Responsibilities

  • Ensure all trading activities at Brex are performed accurately and in a compliant manner.
  • Create and maintain documented processes that are auditable by various external stakeholders and regulators.
  • Build a control framework that provides extremely high confidence in the validity, accuracy, and completeness of all required trading activity.
  • Build and maintain an incident response, investigation, and remediation playbook to ensure we are prepared to respond quickly and thoroughly to any identified anomalies or errors.
  • Drive any future audit or regulatory findings to resolution in a timely manner
  • Manage escheatment processes and oversight ensuring accuracy, completeness, and compliance.
  • Work with our Compliance function to ensure any marketing of investment options is compliant with regulation.
  • Partner closely with Compliance, Legal, Product, Engineering, and external banking partners to strengthen controls, resolve issues quickly, and support operational readiness for new workflows and product changes.

Where you’ll work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Requirements

  • 5+ years of experience in US banking operations, securities trading, or a related function within a bank, fintech, or other regulated financial services environment.
  • Series 7, 63, and 24
  • Experience with regulated high-risk money movement workflows.
  • Strong judgment, including the ability to assess risk, make sound escalation decisions, and maintain clear, audit-ready documentation.
  • Experience partnering cross-functionally with teams such as Compliance, Legal, Product, Engineering, Treasury, Finance, or external partners to resolve issues and improve processes.
  • Experience leading through audits, incidents, regulatory exams, or high-severity operational escalations.
  • Familiarity with AML, sanctions, fraud, or transaction monitoring programs in a regulated financial environment.
  • Clear written and verbal communication skills, with the ability to turn operational complexity into concise guidance, actionable feedback, and leadership-ready updates.

Bonus points

These are a plus, not a requirement. If you meet most of the qualifications above, we’d still encourage you to apply.

  • Experience managing an escheatment program
  • Experience supporting money market trading and settlement workflows.
  • Comfort querying databases (e.g., SQL) and/or AI utilizing data tools to identify trends, improve decision-making, or automate manual work.
  • Experience deploying AI into operational workflows with strong judgment on how to deploy AI effectively in a control heavy environment.
  • Exposure to working with external banking partners, vendors, or fintech infrastructure providers to improve operational workflows and controls.

Compensation

The expected salary range for this role is $108,400 - $135,600.  However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Brex LLC is a wholly owned subsidiary of Capital One, N.A.

 

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

More about this role

About company

Brex logoB

Brex

See website for more.

Full employer profile →Company website ↗

Required skills

SQLPaymentsAMLFraudComplianceTreasuryTradingSanctionsCustomer Success

Explore more

More Operations Jobs→More jobs at Brex→SQL jobs →Payments jobs →Salary benchmarks for this role →Browse all fintech jobs →

Brex

Manager, Broker Dealer Operations

San Francisco, California, United States$108,400 – $135,600

Company insights

64

Happiness score

64/100

Based on 20 verified employee signals

Capital One completes acquisition of Brex

Capital One completed its cash-and-stock acquisition of Brex on April 7, 2026. The deal was initially valued at $5.15 billion, with CEO Pedro Franceschi continuing to lead Brex.

2026From the webCapital One→

Brex COO Camilla Matias steps down

Chief Operating Officer Camilla Matias left Brex after nearly eight years. She joined as head of finance in 2018 and became COO in January 2024.

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Brex ships Spring 2026 accounting and card-management release

Brex launched ERP vendor creation, foreign VAT recovery integrations, Microsoft Dynamics 365 connectivity, customizable card programs and new vendor-management tools.

spring 2026From the webBrex→

Brex reports first month of positive operating cash flow

CEO Pedro Franceschi said Brex grew 49% in August 2025 and was operating-cash-flow positive for the first time in the company's history.

late 2025From the webBrex→

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