Institutional Sales Lead

Webull; New York (NY); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Comprehensive health coverage

401(k) match

Parental leave & vacation

Job summary

Webull is seeking a high-impact B2B Sales Lead for North America to own regional strategy, build relationships with institutional prospects, and convert interest into signed partnerships. This is based in our New York office and will drive the go-to-market for a new institutional platform.

You will lead the full sales lifecycle with RIAs, asset managers, and brokers, collaborating with Product, Operations, Risk and Compliance to deliver a world-class solution and navigate long sales cycles.

Qualifications

• BA/BS in finance, economics, or related field; advanced degree preferred.
• 4–6+ years in institutional sales, BD, or clearing/custody sales.
• Strong understanding of brokerage infrastructure and institutional client models.
• Existing NA fintech, RIA, and broker-dealer network.
• Proven ability to close multi-party B2B deals.
• Strong presentation skills for technical and non-technical audiences.

Responsibilities

• Lead full sales lifecycle for North American B2B opportunities.
• Target RIAs, asset managers, introducing brokers, prop trading firms.
• Build/manage regional pipeline; develop market strategies and forecasts.
• Collaborate with Product, Operations, Risk, Finance, and Compliance.

Skills

Institutional sales

Business development

Brokerage infrastructure

Client relationships

Product collaboration

Presentation skills

Fintech network NA

Education

Bachelor's degree

Advanced degree preferred

Tools

FIX connectivity

APIs

Demos

Job description

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

About The Role & Team

We are launching a next-generation institutional brokerage platform designed for global fintechs, RIAs, brokers, proprietary trading firms, and foreign affiliates. As the B2B Sales Lead for North America, you will own the regional strategy and pipeline, build relationships with key institutional prospects, and convert interest into signed relationships.

This role is ideal for a highly driven commercial leader who understands the brokerage ecosystem, can navigate long sales cycles, and can partner with Product, Operations, and Compliance to deliver a world-class institutional solution. You will be one of the first hires on our institutional sales team and play a critical role in shaping our go-to-market model.

In This Role, You Will

• Lead the full sales lifecycle for North American B2B opportunities, including:
• RIAs and asset managers requiring custody and execution
• Introducing brokers (fully disclosed, omnibus, and piggyback structures)
• Proprietary trading firms and high-touch institutional clients
• Build and manage a robust pipeline; develop regional market strategies and revenue forecasts.
• Partner closely with Product, Operations, Risk, Finance, and Compliance to ensure alignment between client needs and platform capabilities.
• Create and deliver compelling product demos and institutional presentations tailored to client type and technical sophistication.
• Work with legal and compliance teams to negotiate commercial terms, onboarding requirements, and integration timelines.
• Collaborate with technical integration teams to facilitate API/FIX onboarding for clients.
• Represent the firm at industry conferences, trade shows, and events across the U.S. and Canada.
• Gather client feedback and help shape the future roadmap for the institutional platform.
• Maintain CRM discipline; provide regular reporting on pipeline, conversion, and revenue projections.

The Skills You Bring

• Bachelor’s degree in finance, economics, risk management, accounting or a related quantitative field; an advanced degree or relevant professional certification is preferred.
• 4-6+ years of institutional sales, business development, or clearing/custody sales experience.
• Strong understanding of brokerage infrastructure, and institutional client models.
• Existing network of fintech, RIA, and broker-dealer contacts in North America.
• Demonstrated ability to close multi-party, multi-stage B2B deals.
• Strong presentation skills, with the ability to tailor complex topics to technical and non-technical audiences.
• Experience collaborating with Product, Compliance, and Operations teams.

What Makes You Stand Out

• Experience selling institutional solutions.
• Familiarity with institutional onboarding frameworks (FINRA 4311, omnibus documentation, EDD requirements, FIX connectivity).
• Understanding of the competitive B2B brokerage landscape and emerging fintech verticals.
• Comfort providing requirements to technical teams and with technical concepts (APIs, FIX, OMS/EMS).

Why Webull?

Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 16 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:

• Comprehensive Health Coverage : 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support : 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance : Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
• Wellness & Pet Care : Fitness and wellness benefits, plus pet insurance for your furry friends.
• Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
• Dynamic Office Perks : Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

This role is based in our New York Office (44 Wall Street), where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is
$110,000 - $135,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.

EEOC Statement

Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Agency Notice

Webull works with select staffing and search partners on specific roles. We are not accepting unsolicited agency submissions for this position. Please do not contact hiring managers directly. Candidates should apply through the official application process.