Investment Associate Director (Webull Advisors)

Webull Financial • Saint Petersburg, FL

1d • Onsite

About The Position

We are seeking a strategic and analytically driven Investment Associate Director to lead the investment strategy and portfolio management efforts of our digital, algorithm-based RIA, Webull Advisors.

The Investment Associate Director will oversee model portfolio construction, optimization, and performance while collaborating closely with product and technology teams to enhance our automated investment platform. This role offers a unique opportunity to shape the evolution of a data driven, scalable investment solution that empowers clients through intelligent automation.

Requirements

• 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.

Nice To Haves

• Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director