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Transfer Acat Jobs in Texas (NOW HIRING)

Altruist

Sales Engineer

Dallas, TX · On-site

Deliver customized demos and presentations that speak directly to the realities of RIAs (e.g., ACAT ... Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and ...

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Transfer Acat information

See Texas salary details

$11

$15

$25

How much do transfer acat jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for transfer acat in Texas is $15.71, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.45 per hour, depending on experience, location, and employer.

What is a transfer ACAT?

Transfer ACAT jobs refer to roles focused on processing Automated Customer Account Transfer (ACAT) requests within financial institutions. These professionals handle the transfer of securities and cash assets between brokerage accounts, ensuring that all regulatory and operational requirements are met. Their responsibilities include coordinating with clients and other financial firms, resolving discrepancies, and ensuring timely and accurate asset transfers. Strong attention to detail and knowledge of financial regulations are essential for this role.

What skills and qualifications are needed to thrive as a transfer ACAT?

To thrive as a Transfer Agent, you need strong attention to detail, knowledge of securities regulations, and experience in financial services, often supported by a bachelor's degree in finance or a related field. Familiarity with transfer agency software, recordkeeping systems, and compliance tools like SEC regulations is typically required. Excellent organizational skills, problem-solving abilities, and effective communication help Transfer Agents manage complex transactions and client inquiries. These competencies ensure accurate securities processing, regulatory compliance, and high-quality client service in the financial industry.

What are common challenges faced by transfer ACAT specialists during the account transfer process, and how can they be addressed?

Transfer ACAT specialists often encounter challenges such as delays due to incomplete documentation, discrepancies in account details, or issues with asset eligibility. Addressing these challenges involves thorough attention to detail, proactive communication with both clients and counterparties, and staying updated on industry regulations. Specialists typically collaborate closely with compliance teams and client service representatives to resolve issues quickly and ensure a smooth transfer process. Developing strong organizational skills and maintaining clear documentation are key to minimizing errors and expediting transfers.

What is the difference between Transfer Acat vs Transfer Agent?

AspectTransfer AcatTransfer Agent
CredentialsTypically requires licensing or certification depending on jurisdictionRequires licensing, often registered with regulatory bodies
Work EnvironmentWorks in financial institutions, brokerage firms, or transfer agenciesWorks for financial institutions, transfer agencies, or custodians
Industry UsageCommonly used in securities and financial asset transfersUsed in securities, mutual funds, and stock transfer services

The main difference between a Transfer Acat and a Transfer Agent lies in their specific roles within the securities transfer process. Transfer Acats are specialized entities or systems that facilitate the electronic transfer of securities, often requiring specific certifications. Transfer Agents, on the other hand, are responsible for maintaining records of securities ownership, issuing certificates, and processing transfers. Both roles are essential in the securities industry but serve different functions within the transfer process.

What's a good reason to transfer jobs as a transfer acat?

A transfer acat may consider changing jobs to gain new experience, improve career growth opportunities, or move to a different location. Such transfers often involve demonstrating strong organizational skills and adaptability to new environments. These reasons can help enhance professional development and job satisfaction.

What are popular job titles related to Transfer Acat jobs in Texas?

For Transfer Acat jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Transfer Acat jobs in Texas look for?

The top searched job categories for Transfer Acat jobs in Texas are:

What cities in Texas are hiring for Transfer Acat jobs?

Cities in Texas with the most Transfer Acat job openings:

Transfer Acat jobs near you
Infographic showing various Transfer Acat job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $32,667 per year, or $15.7 per hour.

Manager of Transfer of Assets (ACATS)

Altruist

Dallas, TX • On-site

Full-time

Posted 7 days ago

Job description

The opportunity

Altruist is a hyper-growth fintech company on a mission to make financial advice better, more affordable, and accessible to everyone. Our team is building a revolutionary platform that reduces barriers to entry into wealth creation and management for financial advisors and their clients. Using Altruist, advisors can work more efficiently and reduce costs, enabling them to help more people.

If you're passionate about your craft and are looking for big, meaningful problems to solve, then you'll love what we're doing. At Altruist, you'll have the opportunity to do exciting work on products ranging from complex enterprise business software to a beautiful consumer app experience and user acquisition platform.

Altruist is entering an exciting phase, and we're looking for a Manager to lead our quickly scaling Account Transfers team and build the best transfer platform in the industry!

What you'll do

The Manager, Transfer of Assets will own the ACATS and non-ACAT transfer function end to end and will be the firm's internal authority on transfer mechanics.

  • Own the account transfer lifecycle for incoming and outgoing ACAT, DRS, DWAC, and non-ACAT transfers, including initiation, validation, exception handling, asset delivery, settlement, claims, and residuals.
  • Lead, coach, develop, and hire top talent, and foster a team culture where problems surface early, errors are treated as information rather than blame, and expertise is shared rather than concentrated.
  • Actively monitor metrics including individual productivity and quality, straight-through processing rate, rejection rates by transfer type and reason code, SLAs, and processing times, and use them daily for workforce management and innovation prioritization.
  • Drive operations team-led innovation and process improvement through procedure changes and the use of AI tooling.
  • Partner with Product and Engineering to shape the transfer roadmap, write clear requirements, and validate releases before they reach the team.
  • Develop and maintain transfer policies and procedures, and serve as the operational point of contact for internal audit, compliance, and regulatory examinations of the function.

What you bring

  • 4+ years hands-on in account transfers at a self-clearing broker-dealer, clearing firm, or custodian, with deep command of transfer types, status codes, cycle timing, and asset level handling. 
  • 1+ years managing people, with a track record of helping individual contributors grow.
  • Proven ability to build a positive, high trust team culture in a high volume, fast paced environment.
  • In-depth knowledge of FINRA Rule 11870 and NSCC rules.
  • Proven record of process improvement and implementation of effective risk controls
  • Excellent communication skills and a strong desire and ability to build lasting relationships with various internal and external stakeholders.
  • Strong analytical skills, high accuracy, and the ability to work seamlessly with large data sets in Excel/Google Sheets.
  • FINRA Series 7 or 99, with willingness to obtain Series 24.

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