Social Capital Resources · 4 days ago
Director Institutional Sales
Tampa, FL
Full-time
Onsite
Mid, Senior Level
$150K/yr - $180K/yr
5+ years expSocial Capital Resources is a rapidly growing financial services firm in Tampa, Florida, seeking a Director of Institutional Sales. This role involves leading sales efforts for institutional clients and providing onboarding support while driving system implementation and process automation initiatives.
EmploymentFinancial ServicesFinTechRecruitingStaffing Agency
Responsibilities
Responsible for being a lead salesperson for institutional clients—introducing brokers, hedge funds, asset managers and financial advisors
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
Develop onboarding and training material to ensure operational readiness and consistency across client-facing teams
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
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
Qualification
Required
Bachelor's degree
Series 7/24/63/66
5+ years of experience working at a financial firm, supporting institutional client services and growth
Strong client-facing communication
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
Experience in team leadership and developing a team that may grow quickly
Experience working in or with global markets, regulatory regimes, and institutional client segments
Company
Social Capital Resources
Headquartered in New York City, Social Capital Resources is a recruiting firm dedicated to facilitating the needs of both clients and candidates within the Financial Services, Finance/Accounting, FinTech and Technology industries.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
M
Matt Solomon
Founder and Managing Partner
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