SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 115,000 - 165,000 / annual
Webull is building Advisor Services, a modern custody and technology platform for RIAs, independent advisors, wealth managers, and affiliated advisor businesses. This foundational product leadership role focuses on creating an industry-leading offering within Webull's institutional ecosystem.
You will own the product strategy and roadmap for Advisor Services, defining a differentiated advisor and client experience across web and mobile. The platform will support digital account opening, custody, trading, portfolio management, billing, reporting, operational workflows, integrations, and client-facing portals. You will translate advisor and business needs into clear product requirements, user stories, process flows, and prioritized roadmaps.
Key responsibilities include:
- Owning the product strategy and roadmap for the Advisor Services platform, enabling independent financial advisors to onboard, manage client accounts, trade, manage portfolios, handle billing, and access reporting and service tools
- Defining differentiated advisor and client experiences including advisor dashboards, client and household views, account workflows, document management, approvals, and operational tasks
- Building scalable capabilities that improve advisor efficiency and growth across onboarding, transfers, portfolio management, billing, reporting, and third-party integrations
- Partnering with Operations, Compliance, Legal, and Risk to embed scalable controls and workflows across custody, books and records, settlement, reconciliation, supervision, disclosures, recordkeeping, and client communications
- Driving competitive positioning and continuous product improvement by staying current on leading advisor platforms, custodians, and wealth technology providers
- Leading cross-functional initiatives with Engineering, Design, Operations, Compliance, Legal, Risk, Sales, and client-facing teams, including collaboration across global teams
The role requires a strong understanding of advisor workflows, brokerage and custody infrastructure, clearing operations, regulatory obligations, and modern product architecture. You will work closely with Engineering, Professional Services, Sales, Compliance, Operations, and Risk to define and deliver a scalable platform.
Webull is headquartered in St. Petersburg, FL, operates in 16 regions worldwide, and serves over 20 million users. The company offers comprehensive benefits including 100% paid medical and dental insurance, 401(k) match, generous time off with paid parental leave, wellness benefits, pet insurance, tuition reimbursement, and dynamic office perks including catered meals and monthly happy hours.
REQUIREMENTS:
- Bachelor's degree preferred with 6 to 8+ years of relevant experience in financial services, fintech, technology, capital markets, wealth management, or a related field
- Product management experience building or managing products or capabilities within brokerage, custody, wealth management, advisor technology, fintech, or institutional financial services
- Strong understanding of advisor and investment workflows, including client onboarding, account structures, trading, portfolio management, reporting, billing, operations, and service processes
- Ability to translate complex business, operational, regulatory, and technical requirements into clear product requirements, priorities, and execution plans
- Proven ability to lead cross-functional initiatives with Engineering, Design, Operations, Compliance, Legal, Risk, Sales, and client-facing teams, including collaboration across global teams
- Strong analytical, communication, and stakeholder management skills, with the ability to influence decisions, drive alignment, and communicate effectively with both senior leaders and technical teams
DESIRABLE QUALIFICATIONS:
- Direct experience with RIA custody, advisor services, portfolio management systems, or broker-dealer and clearing infrastructure
- Familiarity with advisor technology and wealth management ecosystems, including workflows such as ACATs, model portfolios, rebalancing, fee billing, performance reporting, householding, advisor permissions, and client portals
- Understanding of regulatory and operational requirements within a broker-dealer or RIA environment, including supervision, disclosures, books and records, custody, and client communications
- Product-minded and execution-focused, with the ability to simplify complex workflows into intuitive experiences while managing multiple priorities from concept through launch
- Comfortable building in an evolving environment where the product, operating model, and go-to-market approach are being developed in parallel
- Sound judgment and bias for action, with the ability to build trust across technical, commercial, regulatory, and advisor stakeholders
