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Webull Financial · 3 weeks ago

Institutional Professional Services, Senior Associate

St. Petersburg, FL

Full-time

Onsite

Senior Level

6+ years exp

Webull is a leading digital brokerage platform committed to empowering individual investors. The Institutional Professional Services, Senior Associate will act as the primary client service lead for institutional clients, ensuring seamless coordination and support while driving system implementation and process automation initiatives.

AnalyticsFinTechMarket ResearchTrading Platform

Senior Management

Responsibilities

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

Qualification

Client service experienceInstitutional trading operationsAnalytical skillsProcess designKPI developmentProductivity tools proficiencyLanguage proficiencyLicensing/certificationTeam leadershipCommunication skills

Required

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

At least 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

Preferred

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

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.