Senior Associate, Institutional Professional Services Representative

Webull Financial; Saint Petersburg (FL); In loco; USD 90.000 - 115.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health coverage

401(k) match

Generous paid time off

Wellness benefits

Tuition reimbursement

Catered meals

Descrizione del lavoro

Webull Financial is seeking a driven professional to join its Institutional team in St. Petersburg, FL. You will serve as the primary client service lead for institutional clients, providing expert support on accounts, trades, margin, and onboarding.

You will coordinate with trading operations, compliance, tech, and product to ensure timely, clear resolutions and scalable workflows. The role emphasizes process design, KPI development, and creating training materials to standardize service

Competenze

• Bachelor's degree or higher in finance, business, economics, or a relevant field.
• Strong client-facing communication, written and verbal, under pressure.
• Experience with institutional trading operations and assets (equities, ETFs, options, futures).
• Proficiency with productivity tools like Excel and Jira/Confluence; CRM experience is a plus.

Mansioni

• Act as the primary client service lead for institutional clients (brokers, hedge funds, asset managers, advisors).
• Provide expert support for inquiries on accounts, trades, margin, funding, transfers, statements, actions.
• Coordinate across internal teams to ensure timely resolution and clear communication.
• Deliver onboarding support, system walkthroughs, training, and follow-up with new clients.

Formazione

Bachelor's degree in finance, business, economics, or a relevant field

Strumenti

Excel

JIRA

Confluence

CRM platforms

Descrizione del lavoro

About The Role & Team

Webull is looking for a driven professional to join its rapidly expanding Institutional team. In this role, you'll have the opportunity to partner with introducing brokers, banks, hedge funds, and financial advisors, delivering best-in-class service and helping them succeed on our platform. Together, we aim to build lasting partnerships and create a seamless client experience while driving the growth of our global products and services.

In This Role, You Will

• Act as the primary client service lead for Webull's institutional clients-introducing brokers, hedge funds, asset managers and financial advisors.
• Provide expert support and resolution for inquiries related to accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and more.
• Manage seamless coordination and escalations across internal teams, including trading operations, compliance, tech, and product, ensuring timely resolution and clear communication.
• Deliver onboarding support for new institutional clients, including system walkthroughs, documentation, training, and post-launch follow-up.
• Drive system implementation and process automation initiatives to improve how institutional client requests and service workflows are tracked, routed, and resolved.
• Design and build scalable operational workflows and service infrastructure to support institutional client growth.
• Develop onboarding and training material to ensure operational readiness and consistency across client-facing teams.
• Define, measure, and optimize KPIs and performance metrics to track service delivery quality, client onboarding timelines, and support SLAs.
• Support ad hoc institutional initiatives-client communication campaigns, training sessions, market research, or product testing as business needs arise.

The Skills You Bring

• Bachelor's degree in finance, business, economics, or a relevant field.
• At least 4-6 years of experience at a financial institution, brokerage, or asset manager in a client service, operations, or similar role.
• Exceptional client-facing communication-both written and verbal-paired with composure under pressure.
• Familiarity with institutional trading operations and one or more asset classes-including but not limited to equities, ETFs, options, or futures.
• Strong analytical skills and the ability to navigate complex systems and processes in a fast-paced environment.
• Strong proficiency with productivity tools (e.g. Excel, ticketing systems like JIRA/Confluence, CRM platforms).
• Experience in team leadership, process design, and KPI development.

What Makes You Stand Out

• Licensing/certification relevant to your region (e.g. Series 7/24/63/66 in the U.S., or equivalent) or the ability/willingness to obtain within a short timeframe.
• Experience working in or with global markets, regulatory regimes, and institutional client segments.
• Proficiency in additional languages (e.g., Mandarin, Cantonese)-a plus depending on client base and geographic coverage.

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 St. Petersburg, FL Global HQ , 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 $90,000-115,000 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.