Webull Financial · 1 month ago
Director - Institutional Sales
Greater Tampa Bay Area
Full-time
Onsite
Mid, Senior Level
$105K/yr - $130K/yr
5+ years expWebull Financial is a leading digital brokerage platform that empowers individual investors with tools and resources for financial success. They are seeking a Director of Institutional Sales to build and scale their B2B institutional business across North America, focusing on developing client relationships and managing the sales pipeline.
AnalyticsFinTechMarket ResearchTrading Platform
Responsibilities
Lead the full sales lifecycle for North American institutional B2B opportunities, including prospecting, pitching, negotiation, and closing
Drive business development across a range of institutional client types, including: Fintechs seeking clearing, custody, API brokerage, or infrastructure support
RIAs and asset managers requiring custody and execution services
Introducing brokers (fully disclosed, omnibus, and piggyback structures)
Proprietary trading firms and high-touch institutional clients
Build and manage a robust sales pipeline, including regional market strategies, revenue forecasting, and pipeline reporting
Partner closely with Product, Institutional Operations, Risk, and Compliance teams to align client needs with platform capabilities
Create and deliver compelling product demonstrations and institutional presentations tailored to varying levels of technical sophistication
Collaborate with Legal and Compliance teams to negotiate commercial terms, onboarding requirements, and integration timelines
Work with technical integration teams to support client onboarding, including API and FIX connectivity
Represent Webull at industry conferences, trade shows, and institutional events across the U.S. and Canada
Gather and synthesize client feedback to inform product enhancements and the long-term institutional platform roadmap
Maintain strong CRM discipline and provide regular reporting on pipeline health, conversions, and projected revenue
Qualification
Required
5–10+ years of experience in institutional sales, business development, or clearing/custody sales within financial services
Strong understanding of brokerage infrastructure, clearing and settlement processes, and institutional client operating models
Established network of fintech, RIA, and broker-dealer contacts across North America
Proven ability to manage and close complex, multi-party, multi-stage B2B sales cycles
Strong presentation and communication skills, with the ability to explain complex concepts to both technical and non-technical audiences
Experience working cross-functionally with Product, Compliance, Legal, Risk, and Operations teams
Comfort working in a fast-paced, build-and-scale environment
Preferred
Experience selling clearing, custody, or prime brokerage solutions
Familiarity with institutional onboarding frameworks such as FINRA Rule 4311, omnibus documentation, enhanced due diligence (EDD), and FIX connectivity
Understanding of the competitive institutional brokerage landscape and emerging fintech verticals
Ability to translate client requirements into actionable inputs for technical teams
Comfort with technical concepts such as APIs, FIX, OMS, and EMS platforms
Benefits
Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more.
Financial Support: 401(k) match 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.
Investing in Your Future: Tuition reimbursement for relevant degrees, certifications, and professional development.
Dynamic Office Perks: Catered lunches, fully stocked kitchens, and regular team events.
Company
Webull Financial
At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-10-01Private Equity
Leadership Team
Anthony Denier
CEO
Shen Lu
Chief Operating Officer
Recent News
Investment News
2026-01-20
FX News Group
2026-01-16
2026-01-14
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