Webull Financial · 6 days ago
Investment Associate Director (Webull Advisors)
Saint Petersburg, FL
Full-time
Onsite
Mid, Senior Level, Lead/Staff
3+ years expWebull Financial is a leading digital brokerage platform that empowers individual investors. The Investment Associate Director will lead the investment strategy and portfolio management for Webull Advisors, overseeing model portfolio construction and collaborating with various teams to enhance the automated investment platform.
AnalyticsFinTechMarket ResearchTrading Platform
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 lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
Company
Webull Financial
At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
51-200 employees
H1B Sponsorship
Webull Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (6)
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
Company data provided by crunchbase