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Director Institutional Sales
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-01-12
Listing for:
Social Capital Resources
Full Time
position Listed on 2026-01-12
Job specializations:
-
IT/Tech
Business Systems/ Tech Analyst
Job Description & How to Apply Below
Social Capital Resources provided pay range
This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$/yr - $/yr
Additional compensation typesAnnual Bonus
Rapidly Growing Financial Services Firm in Tampa, Florida is seeking a Director, Institutional Sales!Responsibilities:
- Lead sales for institutional clients—introducing brokers, hedge funds, asset managers and financial advisors.
- 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.
- Develop onboarding and training material to ensure operational readiness and consistency across client‑facing teams.
- 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.
- 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.
Qualifications:
- Series 7/24/63/66
- 5+ years of experience working at a financial firm, supporting institutional client services and growth.
- Strong client‑facing communication
- 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.
- Experience in team leadership and developing a team that may grow quickly
- Experience working in or with global markets, regulatory regimes, and institutional client segments
- Director
- Full‑time
- Sales and Finance
- Medical insurance
- Vision insurance
- 401(k)
- Paid maternity leave
- Disability insurance
- Paid paternity leave
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