North America Institutional Sales Leader

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

Benefits offered by this job

Comprehensive Health Coverage

401(k) match

Commuter benefits for NY positions

Generous time off

Job summary

Webull Financial is launching a next-generation institutional brokerage platform designed for global fintechs, RIAs, brokers, and proprietary trading firms. 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 suits a driven commercial leader who understands the brokerage ecosystem, navigates long sales cycles, and partners with Product, Operations,

Qualifications

• Bachelor’s degree in finance, economics, risk management, accounting or related quantitative field.
• 4-6+ years of institutional sales or related experience.
• Strong understanding of brokerage infrastructure and institutional client models.
• Existing North America fintech, RIA, and broker-dealer network.

Responsibilities

• Lead the full sales lifecycle for North American B2B opportunities, including fintechs seeking clearing/custody/API brokerage support, RIAs and asset managers requiring custody and execution, introducing brokers, and high-touch institutional clients.
• Build and manage a robust pipeline; develop regional market strategies and revenue forecasts.
• Partner 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.

Skills

Institutional sales

Business development

Clearing custody sales

Brokerage infrastructure

North America network

Presentation skills

Cross-functional collaboration

Education

Bachelor's degree in finance/economics/related field

Advanced degree preferred

Job description

Webull Financial is launching a next-generation institutional brokerage platform designed for global fintechs, RIAs, brokers, and proprietary trading firms. 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 suits a driven commercial leader who understands the brokerage ecosystem, navigates long sales cycles, and partners with Product, Operations,