3 months ago

Business Development Senior Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Drive growth by sourcing and qualifying institutional partners for Webull’s platform, coordinating with Product, Operations, Legal, and Compliance, and managing end-to-end sales cycles from prospecting to onboarding for fintechs, RIAs, and broker-dealers in a global brokerage ecosystem.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Business Development & Partnerships

Seniority: Sr. Manager level

Key Responsibilities

•Support the full opportunity lifecycle for institutional B2B prospects, including fintechs seeking clearing/custody/API brokerage support, RIAs and asset managers, introducing brokers, and proprietary trading firms.
•Source and qualify strategic partners for Webull ConnectAPI (e.g., fintech platforms, introducing brokers, integrators, vendors), including outbound outreach, inbound triage, and partner funnel management.
•Build and maintain a target account list and pipeline; conduct market and account research and help identify high-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; participate in prospect calls and follow-ups.

Pay and Benefits

Perks:Health Insurance401kCommuter BenefitsParental LeaveBreakfastMeal AllowancePet InsuranceWellness Stipend

Key Requirements

•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.

Experience:FintechBrokerageFinancial servicesInstitutional

Skills:CommunicationPresentationTeamworkNegotiationProblem-solving

Languages:English

Tech Stack:APIsFIXOnboardingCRM

Company Brief

Webull Corporation

Operates a commission-free online brokerage and trading platform offering stocks, options, ETFs, and crypto trading, plus market data and research tools for retail investors and active traders.

Industry: Trading Platforms

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: New York, United States

Founded: 2017

Website LinkedIn

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Webull Corporation

3 months ago

Business Development Senior Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Business Development & Partnerships

Seniority: Sr. Manager level

Key Responsibilities

•Support the full opportunity lifecycle for institutional B2B prospects, including fintechs seeking clearing/custody/API brokerage support, RIAs and asset managers, introducing brokers, and proprietary trading firms.
•Source and qualify strategic partners for Webull ConnectAPI (e.g., fintech platforms, introducing brokers, integrators, vendors), including outbound outreach, inbound triage, and partner funnel management.
•Build and maintain a target account list and pipeline; conduct market and account research and help identify high-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; participate in prospect calls and follow-ups.

Pay and Benefits

Perks:Health Insurance401kCommuter BenefitsParental LeaveBreakfastMeal AllowancePet InsuranceWellness Stipend

Key Requirements

•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.

Experience:FintechBrokerageFinancial servicesInstitutional

Skills:CommunicationPresentationTeamworkNegotiationProblem-solving

Languages:English

Tech Stack:APIsFIXOnboardingCRM

Company Brief

Webull Corporation

Operates a commission-free online brokerage and trading platform offering stocks, options, ETFs, and crypto trading, plus market data and research tools for retail investors and active traders.

Industry: Trading Platforms

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: New York, United States

Founded: 2017

Website LinkedIn