Special Projects and Investor Relations Senior Associate

Webull Financial • Saint Petersburg, FL

9d • $90,000 - $115,000 • Onsite

About The Position

The Special Projects and Investor Relations Senior Associate will work closely with the Executive Director of Business Development, supporting initiatives across Product Research & Development, Project Management, Investor Relations, Strategic Communications, and General Strategy. This highly cross-functional role provides regular exposure to internal and external C-suite executives, international technology teams, trading & operations, marketing, and institutional stakeholders.
The Senior Associate will play a critical role in advancing high-impact business initiatives, strengthening investor communications, and supporting the development and rollout of innovative technologies and strategic partnerships that drive the firm’s growth.

Requirements

• Bachelor’s degree in Finance, Economics, Business, Technology, Communications, or a related field.
• Strong experience in a tech or fintech environment (particularly within the broker-dealer ecosystem).
• Demonstrated experience supporting investor relations, corporate communications, business development, or corporate strategy initiatives.
• Proven ability to help establish and manage strategic partnerships and external stakeholder relationships.
• Ability to manage multiple projects and deadlines efficiently while quickly adapting to shifting priorities.
• Willingness to participate in evening (8pm–9pm EST) conference calls (1–2 times per week) to accommodate global time zones.
• Strong research skills with the ability to acquire and synthesize new information independently.
• Excellent analytical, record-keeping, and attention to detail.
• Proficiency in Microsoft Office Suite, with strong Excel and PowerPoint skills.
• Ability to structure complex projects into actionable plans.
• Team-oriented mindset with the ability to collaborate effectively across departments.

Nice To Haves

• Prior experience in Investor Relations, corporate communications, or capital markets–facing roles.
• Strong executive presence and polished written and verbal communication skills in English.
• Experience supporting earnings cycles, investor decks, or public-company communications.
• Comfort operating in a fast-paced, high-growth environment with evolving priorities.
• Highly organized self-starter with exceptional interpersonal and stakeholder management skills.
• Fluent or intermediate in Mandarin is a plus.

Responsibilities

• Lead and support strategic partnership initiatives by identifying, evaluating, and executing collaboration opportunities with fintech firms, technology providers, and other key industry players.
• Support and help execute Investor Relations initiatives, including preparing investor materials, coordinating communications with institutional investors and analysts, and ensuring consistent external messaging.
• Assist in the development of earnings support materials, investor presentations, executive talking points, and other external communications.
• Collaborate with multiple departments (Technology/Product Development, Trading & Operations, Marketing, and C-suite) to drive business development projects forward.
• Conduct market research and competitive analysis to evaluate industry trends, investor sentiment, potential partners, and emerging business opportunities within the fintech ecosystem.
• Develop and deliver high-quality analytical reports and executive-level presentations (PowerPoint, Excel, written briefs, and verbal updates).
• Help manage the investor communications calendar, including tracking key deliverables, earnings preparation, and stakeholder follow-ups.
• Build and maintain strong cross-functional relationships to facilitate seamless execution of strategic and communications initiatives.
• Manage multiple project timelines by maintaining clear status reporting, proactively coordinating stakeholders, and ensuring timely delivery of objectives.
• Synthesize complex financial, operational, and industry data into clear, compelling narratives for executive and external audiences.
• Participate in high-level discussions and negotiations with external partners and support preparation materials for leadership engagements.
• Support other tasks related to analysis and strategic projects as required.

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.

What This Job Offers

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