Director, Institutional Sales & Onboarding

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

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.