Director, Institutional Sales — Grow Institutional Clients

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

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.