Transitional Services Senior Specialist

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Account Servicing team is essential to supporting the growth of Robinhood and supporting our customers at critical points of their relationship with Robinhood. This team handles a range of sensitive account servicing needs including estates, divorce, and power of attorney (POA) scenarios. We're committed to approaching each interaction with empathy, professionalism, and precision!

As a Senior Specialist on the Estates and Transitional Services team, you will be the primary contact supporting customers and their loved ones through estate processing, POA transitions, and divorce-related account changes. You’ll provide informed, timely service while interpreting legal documentation and ensuring compliance with industry regulations. Your work will directly impact our ability to maintain trust and deliver a high-quality experience.

This role is based in our Chicago, IL, Denver, CO, and Westlake, TX offices, with in-person attendance expected at least 3 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.

What you’ll do

• Manage complex cases involving Estates, Divorce, and Power of Attorney with care, confidentiality, and attention to detail
• Analyze documentation and ensure compliance with legal and regulatory standards
• Collaborate with internal teams (e.g. Margin, Options, Asset Movement, Retirement, Fraud) to resolve escalated cases
• Respond to inquiries from clients, legal professionals, and internal stakeholders with clarity and professionalism
• Stay informed on industry trends, legal changes, and Robinhood policies to ensure continued compliance and process optimization

What you bring

• Active FINRA Series SIE, 7, and 63 or 66 licenses
• Bachelor's degree in Business, Finance, or a related field
• 3+ years of estate, POA, and divorce processing experience within the financial industry
• Strong understanding of estate and legal account transitions
• Excellent communication skills and demonstrated ability to manage sensitive customer interactions
• Ability to work independently while collaborating cross-functionally
• Critical thinking skills and proficiency with case management tools
• Comfortable working in a high-volume, time-sensitive environment with attention to detail
• Empathetic mindset when supporting customers during difficult life events

Bonus points

• CES (Certified Estate and Trust Specialist) designation
• Experience with SQL, Python, or Looker

What we offer

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.