Institutional Client Service Lead, Senior Associate

About The Role & Team

Webull is looking for a driven professional to join its rapidly expanding institutional team. In this role, you’ll have the opportunity to partner with introducing brokers, banks, hedge funds, and financial advisors, delivering best-in-class service and helping them succeed on our platform. Together, we aim to build lasting partnerships and create a seamless client experience while driving the growth of our global products and services.

• 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.

• 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.
• Experience in team leadership, process & workflow design, and KPI development.
• 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).

• 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.

Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:

• 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.

This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation.

Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.