Investor Relations Senior Associate

Webull Financial; Saint Petersburg (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive Health Coverage

401(k) match

Generous paid time off

Wellness & Pet Care

Tuition reimbursement

Catered breakfast & lunches

Job summary

Webull is seeking an experienced Investor Relations Senior Associate to shape investor messaging, oversee quarterly earnings communications, and provide data-driven insights to leadership. Based in St.

Petersburg, FL, you will partner with the Head of Investor Relations and Business Development to deliver compelling investor materials and monitor market sentiment. The role operates in a fast-paced, high-growth environment requiring strategic thinking, credibility, and the ability to drive

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Technology, Communications, or related field.
• 4+ years of experience in relevant field for Senior Associate or 6+ years for Associate Director.
• Experience in a public company environment; broker-dealer, fintech, or financial services preferred.
• Proven ability to develop and deliver investor-facing materials, including earnings releases and presentations.
• Strong understanding of capital markets and public company disclosure practices.
• Experience analyzing sell-side research and financial models and translating insights into recommendations.
• Advanced Excel and PowerPoint skills.
• Excellent written and verbal communication; ability to work with senior executives and cross-functional teams.
• Strong project management and organizational skills; ability to manage multiple high-visibility workstreams.
• High judgment, professionalism, and attention to detail in a regulated environment.

Responsibilities

• Advise executives on investor messaging, market positioning, and external perception.
• Shape IR strategy, including investor targeting priorities and shareholder base optimization.
• Lead end-to-end development of quarterly earnings materials and Q&A preparation.
• Translate strategy and performance into clear investor messaging supporting near-term and long-term value.
• Identify narrative gaps and areas where external messaging must evolve as the company scales.
• Monitor sell-side research and investor sentiment; advise leadership and Board perspectives.
• Collaborate with Finance to evaluate analyst models relative to guidance and risks.
• Plan and execute the rolling 12-month investor engagement calendar.
• Prepare senior executives for investor interactions with briefing materials.
• Synthesize feedback into actionable recommendations for strategy and capital markets.
• Support capital markets initiatives including offerings and investor days.
• Improve IR processes and disclosure practices to align with regulations.

Skills

Excel

Analytical skills

Stakeholder management

Project management

Communication

Education

Bachelor's degree in related field

Tools

PowerPoint

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 areseekingan experienced and strategic Investor RelationsSenior Associateto help shape and elevate our engagement with the investment community.This role will play a critical part in ensuring the market clearly understands our performance, growth strategy, and long-term value proposition.

As a senior member of the Investor Relations function, you will partner closely withtheHead of Investor Relations and Business Developmentto develop compelling investor messaging, lead quarterly earnings communications, andprovidedata-driven insights into investor sentiment and market positioning. You will have high visibility across the organization and meaningful exposure to the Board of Directors and external investors.

The teamoperatesin a fast-paced, high-growth broker-dealer environment where precision, credibility, and proactive thinking are essential. The ideal candidate is equally comfortable analyzing financial andoperatingperformance, advising senior leaders on external narrative, and driving best-in-class public company IR practices.

In This Role, You Will

• Serve as a strategic advisor to executive leadership on investor messaging, market positioning, and externalperceptionof the company.
• Help shape and evolve the firm’s investor relations strategy, including investor targeting priorities and shareholder base optimization.
• Lead the end-to-end development of quarterly earnings materials, including earnings releases, investor presentations, prepared remarks, andanticipatedQ&A.
• Translate business strategy, financial performance, operating metrics, and risk factors into clear, compelling investor messaging that supports both near-term results and long-term value creation.
• Proactivelyidentifynarrative gaps, emerging investor concerns, and areas where external messaging must evolve as the company scales.
• Maintain active awareness of sell-side research, investor sentiment, and peer positioning; synthesize insights and deliver strategic recommendations to senior leadership and the Board of Directors, asappropriate.
• Partner closely with Finance to evaluate analyst modelsrelativeto internal forecasts and guidance, highlighting risks, variances, andperceptiongaps.
• Lead planning and execution of the rolling 12-month investor engagement calendar, including conferences, non-deal roadshows, and key investor meetings.
• Prepare senior executives for investor interactions through comprehensive briefing materials and message coaching.
• Synthesize investor feedback and market intelligence into actionable recommendations that inform strategy, messaging, and capital markets priorities.
• Support and execute strategic capital markets initiatives, including potential offerings, investor days, and other shareholder engagement efforts.
• Drive continuous improvement of investor relations processes, materials, and disclosure practices consistent with public company and broker-dealer regulatory expectations.

The Skills You Bring

• Bachelor’s degree in Finance, Economics, Business, Technology, Communications, ora related field.
• 4+ years of experience in relevantfieldforSenior Associate or6+ years of experience in relevantfieldforAssociate Director.
• Demonstrated experience supporting oroperatingwithin a public company environment; broker-dealer, fintech, or financial services experience strongly preferred.
• Proven ability to develop and deliver investor-facing materials, including earnings releases, investor presentations, and executive briefing documents.
• Strong understanding of capital markets, investor expectations, and public company disclosure practices.
• Experience analyzing sell-side research and financial models and translating insights into actionable recommendations for leadership.
• Advanced analytical skills, with highproficiencyin Excel and PowerPoint.
• Exceptional written and verbal communication skills, with the ability to translate complex financial and strategic information into clear, compelling investor messaging.
• Demonstrated ability to partner effectively with senior executives and cross-functional stakeholders.
• Strong project management and organizational skills, with the ability to manage multiplehigh-visibilityworkstreams simultaneously.
• High levelof judgment, professionalism, and attention to detail in a highly regulated environment.
• Self-starter with a strategic mindset and the ability tooperateindependently in a fast-paced, high-growth setting.

What Makes You Stand Out

• Prior experience supporting a newly public or high-growth company.
• Strategic mindset paired with strong financial and analytical depth.
• Comfortoperatingin a fast-paced, high-growth environment with evolving priorities.
• Highly organized self-starter with exceptional interpersonal and stakeholder management skills.
• Experience building or scaling an investor relations function.

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 14 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 St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. At Webull,we’recommitted to fair,equitable, and transparent compensation. The base salary range is $90,000-$115,000 (Senior Associate level) & $115,000-140,000 (Associate Director level)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.