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Transfer Acat Jobs (NOW HIRING)

Webull

Senior Associate, Clearing Operations

New York, NY · On-site

$110K - $135K/yr

Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers, pair-offs, SPO charges, RAD management, and fail reporting * Manage fails and buy-ins, including issuance of ...

Webull

Associate, Clearing Operations

Saint Petersburg, FL · On-site

$75K - $90K/yr

Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers, pair-offs, SPO charges, RAD management, and fail reporting * Manage fails and buy-ins, including issuance of ...

Ameriprise Financial

Operations Specialist

Longview, WA · On-site

$58K - $720K/yr

Open accounts, submit ACAT transfers, and track funds through settlement * Resolve complex client questions and account issues during the transition process * Troubleshoot NIGO paperwork and accounts ...

Ameriprise Financial

Operations Specialist

Tacoma, WA · On-site

$58K - $720K/yr

Open accounts, submit ACAT transfers, and track funds through settlement * Resolve complex client questions and account issues during the transition process * Troubleshoot NIGO paperwork and accounts ...

Facet

Member Experience Specialist

$60K - $75K/yr

Transfer Expertise: Specific experience facilitating investment rollovers, ACH, and ACAT transfers. * Help Desk Veteran: Mastery of messaging inboxes, ticketing platforms, and multi-channel support ...

Itau

Securities Operations Specialist

Miami, FL · On-site

... transfers (depo to depo and ACAT). • Report or send notices on Margin calls, options in the money or exercised and CA events. • Submit CA elections on NETX360. • Maintain cost basis. • ...

Amerant Bank

Client Associate

Coral Gables, FL

... transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities ...

Amerant Bank

Client Associate

Coral Gables, FL

... transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities ...

Amerant Bank

Client Associate

Coral Gables, FL

... transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests) * Prepare ...

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How much do transfer acat jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for transfer acat in the United States is $16.86, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.75 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Transfer Agent, and why are they important?

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.

Why is Gen Z struggling to find jobs?

Transfer Acat roles, like many entry-level jobs, often require specific skills such as communication and problem-solving, which can be challenging for some Gen Z candidates due to limited work experience or training opportunities. Additionally, competition is high, and employers may prioritize candidates with prior relevant experience or certifications, making it harder for younger job seekers to secure positions.

What are Transfer ACAT jobs?

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.
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Transfer Acat jobs near you
Infographic showing various Transfer Acat job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, and 98% Full Time. Highlights an 85% Physical, 13% Hybrid, and 2% Remote job distribution, with an average salary of $35,064 per year, or $16.9 per hour.

Journeyman Engineer (AQR)

Ryde Technologies, LLC

Washington, DC

Other

Posted 5 days ago

Job description

We are currently seeking a Journeyman Engineer to support our client at the Pentagon. Please see below to find the job description and desired qualifications;

This office serves as the Air Force S&T Executive, Air Force Acquisition Chief Engineer and Technical Authority, the Air Force Corrosion Control and Prevention Executive, Air Force Standardization Executive, and functional manager for the scientist and engineer (S&E) career field. Develops and implements plans, policies, and procedures for Air Force S&T, laboratory management, technology transition (to include Joint Capability Technology Demonstrations), Technology Cooperation Program, technology transfer, development planning (DP), and experimentation. AQR establishes engineering policy and guidance for Air Force systems, subsystems, and end-items. Leads the Systems Security Engineering activities that include the identification and protection of critical program information (CPI) and functions, elimination or mitigation of cyber vulnerabilities, and program protection planning.

This position provides support to Engineering Policy, Standards, and Specialty Engineering Branch through engineering and technical support for SAF/AQ program reviews, post-PDR/CDR assessments for all DAF Acquisition Category (ACAT)-I programs, and independent technical assessments and ACAT-I Independent Technical Risk Assessments (ITRAs), in addition to providing support to the DAF Chief Engineer.

*This position is 100% onsite 5 days per week at the Pentagon.

The tasks for this position include:

  • Studying, analyzing, and providing recommendations on requirements, acquisition strategies, program documentation, program phase transition plans, supplemental information, and program execution.
  • Providing impartial assessments of programs approaching milestone decisions and of prime Contractor technical and operational issues.
  • Researching and providing technical analysis for the preparation of programmatic documentation and responses to Congressional, DoD, Air Force Secretariat, and/or Air Staff.
  • Making ties between technology gaps and S&T efforts.
  • Providing advice for use of S&T efforts to future force.
  • Communicating technical ideas for non-technical people to be able to understand.
  • Proficiency in computer-based communication/office IT tools and ability to learn software packages used by the DAF.
  • Handles confidential and classified (Secret/TS-SCI) information, correspondence, and communications.
  • Providing engineering assessments of Technical Transition activities to include mission engineering, early systems engineering, experimentation, and prototyping activities.
  • Researching and analyzing program trends, identifying issues, and recommending solutions.
  • Performing technical studies on individual weapon systems, weapon system integration and capability areas.
  • Analyzing weapon systems architecture and integration and identify issues.
  • Identifying operational deficiencies and other key issues, conducting research to develop alternatives, and providing recommendations and support for resolution.
  • Performing weapon system/technology/cost trade-off studies.
  • Reviewing and assessing technical, operational, and management concepts, documents, and specifications.
  • Assessing the capability of weapon system design alternatives to provide the required capability.
  • Providing expertise on Model Based Systems Engineering implementation and policy.
  • Assessing policy requirements and procedures governing Air Force acquisition engineering and technical services.
  • Assessing operating system end of life support analysis and recommending strategies to address impact on weapons.
  • Any other tasks closely associated with the performance of duties list above and as coordinated with the COR

Active Secret Clearance.

  • Bachelor's Degree in an Engineering specialty.
  • 3-5 years of acquisition engineering experience. However, this position is administrative heavy. Candidate would be using engineering knowledge to build risk assessments, spreadsheets, populate briefings and PowerPoint slides, managing/responding to TMT taskings.
  • Ability to work in a fast-paced environment.

Apply