{"id":3647332,"url":"https://alion.io/job/webull-institutional-sales-lead","title":"Institutional Sales Lead","company":{"id":58894,"name":"Webull","domain":"webull.com","url":"https://alion.io/company/webull","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"lead","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":110000,"max":135000,"currency":"USD","period":"year","gross":null,"usd_annual":135000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-02T18:47:12Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-08T20:07:01Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"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.\nAbout The Role & Team\nWe are launching a next-generation institutional brokerage platform designed for global fintechs, RIAs, brokers, proprietary trading firms, and foreign affiliates. As the B2B Sales Lead for North America, you will own the regional strategy and pipeline, build relationships with key institutional prospects, and convert interest into signed relationships.\nThis role is ideal for a highly driven commercial leader who understands the brokerage ecosystem, can navigate long sales cycles, and can partner with Product, Operations, and Compliance to deliver a world-class institutional solution. You will be one of the first hires on our institutional sales team and play a critical role in shaping our go-to-market model.\nIn This Role, You Will\nLead the full sales lifecycle for North American B2B opportunities, including:\nFintechs seeking clearing/custody/API brokerage support\nRIAs and asset managers requiring custody and execution\nIntroducing brokers (fully disclosed, omnibus, and piggyback structures)\nProprietary trading firms and high-touch institutional clients\n\nBuild and manage a robust pipeline; develop regional market strategies and revenue forecasts.\nPartner closely with Product, Operations, Risk, Finance, and Compliance to ensure alignment between client needs and platform capabilities.\nCreate and deliver compelling product demos and institutional presentations tailored to client type and technical sophistication.\nWork with legal and compliance teams to negotiate commercial terms, onboarding requirements, and integration timelines.\nCollaborate with technical integration teams to facilitate API/FIX onboarding for clients.\nRepresent the firm at industry conferences, trade shows, and events across the U.S. and Canada.\nGather client feedback and help shape the future roadmap for the institutional platform.\nMaintain CRM discipline; provide regular reporting on pipeline, conversion, and revenue projections.\nThe Skills You Bring\nBachelor’s degree in finance, economics, risk management, accounting or a related quantitative field; an advanced degree or relevant professional certification is preferred. \n4-6+ years of institutional sales, business development, or clearing/custody sales experience.\nStrong understanding of brokerage infrastructure, and institutional client models.\nExisting network of fintech, RIA, and broker-dealer contacts in North America.\nDemonstrated ability to close multi-party, multi-stage B2B deals.\nStrong presentation skills, with the ability to tailor complex topics to technical and non-technical audiences.\nExperience collaborating with Product, Compliance, and Operations teams.\nWhat Makes You Stand Out\nExperience selling institutional solutions.\nFamiliarity with institutional onboarding frameworks (FINRA 4311, omnibus documentation, EDD requirements, FIX connectivity).\nUnderstanding of the competitive B2B brokerage landscape and emerging fintech verticals.\nComfort providing requirements to technical teams and with technical concepts (APIs, FIX, OMS/EMS).\nWhy Webull?\n\nWebull 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.\nInvesting in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:\nComprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!\nFinancial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.\nWork-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.\nWellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.\nInvesting in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.\nDynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.\n\nThis role is based in ourNew York Office (44 Wall Street), 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\n$110,000 - $135,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.\nEEOC Statement\nWebull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.\nAgency Notice\nWebull works with select staffing and search partners on specific roles. We are not accepting unsolicited agency submissions for this position. Please do not contact hiring managers directly. 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