About The Role & Team
Webull Institutional is building Prime Services, a modern institutional trading, financing, and technology platform designed for hedge funds, family offices, proprietary trading firms, asset managers, and other professional market participants. The product will bring together institutional onboarding, master-sub account structures, DMA/FIX/API connectivity, low-latency execution, real-time risk and margin tools, securities lending and locates, DVP/RVP settlement, reporting, billing, and client service workflows into a unified platform experience.
This is a foundational product leadership role for building Webull’s Prime Services offering inside the institutional ecosystem. The role requires a strong understanding of buyside workflows, including execution, custody, clearing, margin, leverage, securities lending, stock borrow, allocations, settlement, reporting, and operations. You will partner closely with Engineering, Professional Services, Institutional Sales, Trading, Compliance, Operations, Risk, and institutional clients to define and deliver a scalable platform for sophisticated buyside users.
In This Role, You Will
- Own the product strategy and roadmap for Prime Services, including institutional onboarding, account structures, trading workflows, reporting, billing, and client service tools.
- Define the product experience for institutional clients across web, desktop, FIX, API, and other trading platforms.
- Translate client and business needs into product requirements and partner with Engineering, Design, Trading, Operations, Risk, and Compliance to deliver solutions.
- Lead cross site collaboration with global Engineering, Operations, Compliance, Legal, Risk, Trading, Sales and client facing teams, to develop institutional trading, execution, connectivity, risk, margin, financing, securities lending, settlement, and post trade capabilities.
- Analyze market trends and competitors to identify product gaps, opportunities, and priorities for the Prime Services business.
- Lead client pilots, product launches, and ongoing improvements using client feedback, data, and business results.
The Skills You Bring
- Bachelor’s degree preferred, with 6 to 8+ years of relevant experience in financial services, fintech, technology, capital markets, or a related industry.
- Strong understanding of institutional and buyside workflows, including onboarding, trading, order management, margin, risk, settlement, and post trade processes.
- Ability to translate complex business, operational, regulatory, and technical needs into clear product requirements and solutions.
- Experience with product management tools such as JIRA, Confluence, or similar platforms, with strong analytical skills using SQL and Excel.
- Excellent communication and collaboration skills, with the ability to influence senior stakeholders, technical teams, and sophisticated institutional clients.
What Makes You Stand Out
- Direct experience with institutional clients, brokerage, prime services, clearing, or trading platforms.
- Strong understanding of institutional trading, risk, margin, settlement, and post trade workflows.
- Ability to simplify complex problems and drive execution across technical, business, and client teams.
- Comfortable working in a fast-paced environment, building new products, and adapting as the business evolves.
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 16 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. Petersburg, FL Global HQ, 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 $115,000 - 140,000 (Associate Director level) or $140,000 - 165,000 (Senior Associate Director level) 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.
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.