Senior Associate, Institutional Professional Services Representative

Webull Financial•Saint Petersburg, FL

1d•$90,000 - $115,000•Onsite

About The Position

Webull is seeking a driven professional to join its expanding Institutional team and partner with introducing brokers, banks, hedge funds, asset managers, and financial advisors. The role serves as the primary client service lead for institutional clients, providing expert support and issue resolution across accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and related matters. The position coordinates onboarding, escalations, and issue resolution with internal teams, including trading operations, compliance, technology, and product. It also contributes to system implementations, process automation, scalable service workflows, onboarding and training materials, and performance metrics for service quality, onboarding timelines, and support SLAs. The role may support additional institutional initiatives such as client communications, training, market research, and product testing. This position is based in person at Webull’s Global Headquarters in St. Petersburg, Florida. The annual base salary range is $90,000–$115,000, plus a discretionary bonus and benefits.

Requirements

Bachelor’s degree in finance, business, economics, or a relevant field.
At least 4–6 years of experience at a financial institution, brokerage, or asset manager in client service, operations, or a similar role.
Exceptional written and verbal client-facing communication skills and composure under pressure.
Familiarity with institutional trading operations and one or more asset classes, including 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, such as Excel, ticketing systems like JIRA/Confluence, and CRM platforms.
Experience in team leadership, process design, and KPI development.

Nice To Haves

Relevant regional licensing or certification, such as U.S. Series 7, 24, 63, or 66, or the ability and willingness to obtain it within a short timeframe.
Experience working in or with global markets, regulatory regimes, and institutional client segments.
Proficiency in additional languages, such as Mandarin or Cantonese.

Responsibilities

Act as the primary client service lead for institutional clients, including introducing brokers, hedge funds, asset managers, and financial advisors.
Provide support and resolve inquiries involving accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and related matters.
Coordinate with and escalate issues to internal teams, including trading operations, compliance, technology, and product, ensuring timely resolution and clear communication.
Support onboarding for new institutional clients through system walkthroughs, documentation, training, and post-launch follow-up.
Drive system implementation and process automation initiatives to improve tracking, routing, and resolution of institutional client requests and service workflows.
Design and build scalable operational workflows and service infrastructure to support institutional client growth.
Develop onboarding and training materials to ensure operational readiness and consistency across client-facing teams.
Define, measure, and optimize KPIs and performance metrics for service delivery quality, client onboarding timelines, and support SLAs.
Support ad hoc institutional initiatives, including client communication campaigns, training sessions, market research, and product testing.

Benefits

100% paid medical and dental insurance for employees and dependents, plus vision insurance.
401(k) match.
Commuter benefits for New York 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 breakfast on Mondays and lunches on Fridays, fully stocked kitchens, and monthly happy hours.
Discretionary bonus.