Webull Advisors · 2 weeks ago
Investment Associate Director
St. Petersburg, FL
Full-time
Onsite
Mid, Senior Level
3+ years expWebull Advisors is a leading digital brokerage platform focused on empowering clients through intelligent automation. The Investment Associate Director will lead investment strategy and portfolio management, overseeing model portfolio construction and collaborating with product and technology teams to enhance the investment platform.
Financial Services
Responsibilities
Represent the investment function in strategic and product discussions, providing data-driven insights that shape Webull Advisors’ investment direction and client experience
Oversee the design, implementation, and continuous improvement of investment strategies, model portfolios, and SMA solutions, ensuring alignment with the firm’s philosophy, risk framework, and automation processes
Conduct ongoing market, economic, and competitive research to identify trends and opportunities that inform strategic and tactical asset allocation decisions
Manage algorithmic portfolio construction, optimization, and automated rebalancing systems to maintain consistency, efficiency, and scalability across all models
Collaborate with product, engineering, operations, and compliance teams to integrate investment logic into digital workflows and ensure regulatory adherence
Monitor model performance, risk exposures, and attribution, delivering clear reporting and insights to internal stakeholders and leadership
Support the development and launch of new investment products and features that advance Webull Advisors’ growth and enhance the robo-advisory platform
Qualification
Required
Bachelor's or Graduate's Degree in business, computer science, engineering, or information systems, or equivalent experience
3-5 years of financial industry experience
Series 65 or Series 66
Needs a combination of strong technical, analytical, project management skills
Experience in business process analysis and statistics
Demonstrated attention to detail and decision-making capabilities
Preferred
Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way
Benefits
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.
Company
Webull Advisors
At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase