Director Institutional Sales

Social Capital Resources; Tampa (FL); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Disability insurance

Paid paternity leave

Job summary

A rapidly growing financial services firm in Tampa, Florida is seeking a Director of Institutional Sales. This role involves leading sales for institutional clients and providing expert support to ensure operational readiness. The ideal candidate should possess strong client-facing communication skills with at least 5 years of experience in financial services. Benefits include medical insurance, vision insurance, 401(k), and paid parental leave.

Qualifications

• 5+ years of experience working at a financial firm, supporting institutional client services and growth.
• Series 7/24/63/66 required.
• Experience working in or with global markets and regulatory regimes.

Responsibilities

• Lead sales for institutional clients including brokers and financial advisors.
• Provide onboarding support for new institutional clients.
• Drive system implementation and process automation initiatives.
• Manage seamless coordination and escalations across internal teams.
• Define, measure, and optimize KPIs and performance metrics.

Skills

Strong client‑facing communication

Strong analytical skills

Familiarity with institutional trading operations

Experience in team leadership

Job description

Social Capital Resources provided pay range

This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $180,000.00/yr

Additional compensation types

Annual Bonus

Rapidly Growing Financial Services Firm in Tampa, Florida is seeking a Director, Institutional Sales!

Responsibilities:

• Lead sales for institutional clients—introducing brokers, hedge funds, asset managers and financial advisors.
• Deliver onboarding support for new institutional clients, including system walkthroughs, documentation, training, and post‑launch follow‑up.
• Drive system implementation and process automation initiatives to improve how institutional client requests and service workflows are tracked, routed, and resolved.
• Develop onboarding and training material to ensure operational readiness and consistency across client‑facing teams.
• Provide expert support and resolution for inquiries related to accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and more.
• Manage seamless coordination and escalations across internal teams, including trading operations, compliance, tech, and product, ensuring timely resolution and clear communication.
• Define, measure, and optimize KPIs and performance metrics to track service delivery quality, client onboarding timelines, and support SLAs.
• Support ad hoc institutional initiatives—client communication campaigns, training sessions, market research, or product testing as business needs arise.

Qualifications:

• Series 7/24/63/66
• 5+ years of experience working at a financial firm, supporting institutional client services and growth.
• Strong client‑facing communication
• Familiarity with institutional trading operations and one or more asset classes—including but not limited to equities, ETFs, options, or futures.
• Strong analytical skills and the ability to navigate complex systems and processes in a fast‑paced environment.
• Experience in team leadership and developing a team that may grow quickly
• Experience working in or with global markets, regulatory regimes, and institutional client segments

Seniority level

• Director

Employment type

• Full‑time

Job function

• Sales and Finance

Inferred from the description for this job

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Disability insurance
• Paid paternity leave