Job Description

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

About The Role & Team

We are launching a next-generation institutional brokerage and clearing platform designed for globalfintechs, RIAs, introducing brokers, proprietary trading firms, and foreign affiliates. As aBusiness DevelopmentSenior Associate, you will help expand our institutional client base by sourcing and qualifying partners forWebull’sinstitutional platform, supporting prospecting and outreach, and driving opportunity management across the end-to-end sales cycle.

This role is ideal for a commercially minded, highly organized professional who understands the brokerage ecosystem, can navigate long sales cycles, and can partner with Product, Operations, Legal, and Compliance to move deals forward. You will help shape our go-to-market motion by bringing market insights,maintainingpipeline hygiene, and ensuring a high-quality client experience from first meeting through onboarding.

In This Role, You Will

• Support the full opportunity lifecycle for institutional B2B prospects, includingfintechsseeking clearing/custody/API brokerage support,RIAsand asset managers, introducing brokers, and proprietary trading firms.

• Source and qualify strategic partners for WebullConnectAPI(e.g., fintech platforms, introducing brokers, integrators, vendors), including outbound outreach, inbound triage, and partner funnel management.

• Build andmaintaina target account list and pipeline;conduct market and account researchand helpidentifyhigh-probability segments.

• Coordinate with Product, Institutional Operations, Risk, Legal, and Compliance to translate prospect needs into clear next steps and ensure alignment on platform capabilities.

• Prepare and tailor pitch materials, demos, and institutional presentations;participateinprospectcalls and follow-ups.

• Assistwith commercial and onboarding processes by tracking diligence items, coordinating term sheet/contract workflows, and helping manage integration timelines.

• Partner with technical integration teams to support API/FIX onboarding, including documentation requests, connectivity checklists, and meeting coordination.

• Support conferences, trade shows, and client events, including meeting scheduling, briefing materials, and post-event follow-up.

• Gather and synthesize client feedback and competitive insights to inform positioning and the institutional platform roadmap.

• Maintain strong CRM discipline and reporting (pipeline stages, activity, next steps); help build lightweight dashboards and contribute to weekly/monthly operating cadences.

The Skills You Bring

• 3–6+ years of business development, institutional sales, client onboarding, or related experience in brokerage, fintech, or financial services.

• Strong understanding of brokerage infrastructure, clearing and settlement processes, and institutional client models.

• Experience sourcing, evaluating, and supporting partner/alliances opportunities (especially API- or platform-based partnerships).

• Familiarity with institutional client segments (fintechs, RIAs, broker-dealers, proprietary trading firms); international experience and/or relationships are a plus.

• Demonstrated ability to advance multi-stakeholder B2B opportunities through discovery, diligence, and onboarding in partnership with senior sales/BD leadership.

• Strong presentation skills, with the ability to tailor complex topics to technical and non-technical audiences.

• Experience collaborating with Product, Compliance, and Operations teams.

What Makes You Stand Out

• Experience selling clearing or custody solutions.
• Familiarity with institutional onboarding frameworks (APIconnectivity,FINRA 4311, omnibus documentation, EDD requirements, FIX connectivity).
• Understanding ofthe competitive B2B brokerage landscape and emerging fintech verticals.
• Comfort translating business needs into clear requirements for technical teams and working with technical concepts (APIs, FIX, OMS/EMS) is a plus.

Why Webull?

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 14 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. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $90,000 - $115,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.

EEOC Statement

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