Institutional Sales Lead

Webull Financial•New York, NY

7d•$110,000 - $135,000•Onsite

About The Position

Webull is launching a next-generation institutional brokerage platform for global fintechs, RIAs, brokers, proprietary trading firms, and foreign affiliates. The B2B Sales Lead for North America will own regional strategy and pipeline, develop relationships with institutional prospects, and convert interest into signed relationships. This is an early hire on the institutional sales team and will help shape the company’s go-to-market model. The role leads the full sales lifecycle for North American B2B opportunities across fintechs seeking clearing, custody, or API brokerage support; RIAs and asset managers requiring custody and execution; introducing brokers; proprietary trading firms; and other high-touch institutional clients. The position partners with Product, Operations, Risk, Finance, Compliance, Legal, and technical integration teams to align client needs with platform capabilities, negotiate terms and onboarding requirements, and facilitate API/FIX onboarding. It is based in Webull’s New York office at 44 Wall Street, where in-person collaboration is expected. The position offers a base salary of $110,000–$135,000 annually, plus a discretionary bonus and benefits. Webull describes itself as a global company operating in 16 regions and serving over 20 million users.

Requirements

Bachelor’s degree in finance, economics, risk management, accounting, or a related quantitative field.
4–6+ years of institutional sales, business development, or clearing/custody sales experience.
Strong understanding of brokerage infrastructure and institutional client models.
Existing network of fintech, RIA, and broker-dealer contacts in North America.
Demonstrated ability to close multi-party, multi-stage B2B deals.
Strong presentation skills and ability to tailor complex topics to technical and non-technical audiences.
Experience collaborating with Product, Compliance, and Operations teams.

Nice To Haves

An advanced degree or relevant professional certification.
Experience selling institutional solutions.
Familiarity with institutional onboarding frameworks, including FINRA 4311, omnibus documentation, EDD requirements, and FIX connectivity.
Understanding of the competitive B2B brokerage landscape and emerging fintech verticals.
Comfort providing requirements to technical teams and familiarity with technical concepts such as APIs, FIX, and OMS/EMS.

Responsibilities

Lead the full sales lifecycle for North American B2B opportunities, including fintechs, RIAs and asset managers, introducing brokers, proprietary trading firms, and high-touch institutional clients.
Build and manage a robust pipeline; develop regional market strategies and revenue forecasts.
Partner with Product, Operations, Risk, Finance, and Compliance to align client needs with platform capabilities.
Create and deliver product demos and institutional presentations tailored to client type and technical sophistication.
Work with Legal and Compliance to negotiate commercial terms, onboarding requirements, and integration timelines.
Collaborate with technical integration teams to facilitate API/FIX onboarding for clients.
Represent the firm at industry conferences, trade shows, and events across the U.S. and Canada.
Gather client feedback and help shape the institutional platform roadmap.
Maintain CRM discipline and provide regular reporting on pipeline, conversion, and revenue projections.

Benefits

100% paid medical and dental insurance for employees and dependents.
Vision insurance.
401(k) match.
Commuter benefits for NY positions.
Short-term disability coverage.
Generous time off that increases with tenure.
Paid parental leave, personal days, sick time, volunteer days, and company holidays.
Fitness and wellness benefits.
Pet insurance.
Tuition reimbursement for relevant degrees, certifications, and training.
Catered Monday breakfasts and Friday lunches, fully stocked kitchens, and monthly happy hours.
Discretionary bonus.