Product Lead: Advisor Services for Wealth Tech

Webull; Saint Petersburg (FL); On-site; USD 115,000 - 165,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Commuter benefits

Paid time off

Parental leave

Tuition reimbursement

Breakfast & lunches

Job summary

Webull, a digital brokerage platform headquartered in St. Petersburg, FL, seeks a foundational product leader for Advisor Services within its institutional ecosystem.

You will define strategy for onboarding, custody, trading, portfolio management, and reporting, partnering with Engineering, Compliance, Risk, and Operations. You will drive advisor and client experiences across web and mobile, translate complex needs into actionable roadmaps, and push for scalable controls and timely delivery in a

Qualifications

• 6 to 8+ years of relevant experience in financial services, fintech, technology, capital markets, wealth management, or a related field.
• Product management experience building or managing products or capabilities within brokerage, custody, wealth management, advisor technology, fintech, or institutional financial services.
• Strong understanding of advisor and investment workflows, including client onboarding, account structures, trading, portfolio management, reporting, billing, operations, and service processes.
• Ability to translate complex business, operational, regulatory, and technical requirements into clear product requirements, priorities, and execution plans.
• Proven ability to lead cross functional initiatives with Engineering, Design, Operations, Compliance, Legal, Risk, Sales, and client facing teams, including collaboration across global teams.
• Strong analytical, communication, and stakeholder management skills, with the ability to influence decisions, drive alignment, and communicate effectively with both senior leaders and technical teams.

Responsibilities

• Own the product strategy and roadmap for Advisor Services, building the platform that enables independent financial advisors to onboard, manage client accounts, trade, manage portfolios, handle billing, and access reporting and service tools.
• Define a differentiated advisor and client experience across web and mobile, including advisor dashboards, client and household views, account workflows, document management, approvals, and operational tasks.
• Translate advisor and business needs into clear product requirements, user stories, process flows, and prioritized roadmaps, partnering closely with Engineering, Design, Operations, Compliance, Risk, and other global teams.
• Build scalable capabilities that improve advisor efficiency and growth across onboarding, transfers, portfolio management, billing, reporting, and third-party integrations.
• Partner with Operations, Compliance, Legal, and Risk to embed scalable controls and workflows across custody, books and records, settlement, reconciliation, supervision, disclosures, recordkeeping, and client communications.
• Drive competitive positioning and continuous product improvement, staying current on leading advisor platforms, custodians, and wealth technology providers to identify market opportunities, differentiate the platform, and inform roadmap priorities.

Skills

Product leadership

Roadmap planning

Cross-functional collaboration

Advisor workflows

Brokerage experience

Regulatory knowledge

Stakeholder management

Data-driven decisions

Education

Bachelor’s degree preferred

Job description

Webull, a digital brokerage platform headquartered in St. Petersburg, FL, seeks a foundational product leader for Advisor Services within its institutional ecosystem.

You will define strategy for onboarding, custody, trading, portfolio management, and reporting, partnering with Engineering, Compliance, Risk, and Operations. You will drive advisor and client experiences across web and mobile, translate complex needs into actionable roadmaps, and push for scalable controls and timely delivery in a