Director Institutional Sales

Social Capital Resources; Tampa (FL); On-site; USD 100,000 - 130,000; Full time

Job summary

A rapidly growing financial services firm in Tampa is seeking a Director of Institutional Sales. In this role, you will lead sales efforts for institutional clients such as brokers and hedge funds, while also providing onboarding support to new clients. The ideal candidate will have over 5 years of experience in a financial firm, strong analytical skills, and the ability to communicate effectively with clients. This position offers a unique opportunity to drive system implementation and improve service workflows.

Qualifications

• Series 7/24/63/66 required.
• 5+ years of experience in institutional client services.
• Familiarity with institutional trading operations and asset classes.

Responsibilities

• Lead salesperson for institutional clients including hedge funds and asset managers.
• Deliver onboarding support for new institutional clients.
• Manage seamless coordination across internal teams for timely resolutions.

Skills

Client-facing communication

Strong analytical skills

Experience in team leadership

Job description

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

Responsibilities

• Responsible for being a lead salesperson 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.