Director Institutional Sales

Social Capital Resources provided pay range This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $180,000.00/yr Additional compensation types Annual Bonus Rapidly Growing Financial Services Firm in Tampa, Florida is seeking a Director, Institutional Sales! Responsibilities: Lead sales for institutional clients—introducing brokers, hedge funds, asset managers and financial advisors. Deliver onboarding support for new institutional clients, including system walkthroughs, documentation, training, and post‑launch follow‑up. Drive system implementation and process automation initiatives to improve how institutional client requests and service workflows are tracked, routed, and resolved. Develop onboarding and training material to ensure operational readiness and consistency across client‑facing teams. Provide expert support and resolution for inquiries related to accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and more. Manage seamless coordination and escalations across internal teams, including trading operations, compliance, tech, and product, ensuring timely resolution and clear communication. Define, measure, and optimize KPIs and performance metrics to track service delivery quality, client onboarding timelines, and support SLAs. Support ad hoc institutional initiatives—client communication campaigns, training sessions, market research, or product testing as business needs arise. Qualifications: Series 7/24/63/66 5+ years of experience working at a financial firm, supporting institutional client services and growth. Strong client‑facing communication Familiarity with institutional trading operations and one or more asset classes—including but not limited to equities, ETFs, options, or futures. Strong analytical skills and the ability to navigate complex systems and processes in a fast‑paced environment. Experience in team leadership and developing a team that may grow quickly Experience working in or with global markets, regulatory regimes, and institutional client segments Seniority level Director Employment type Full‑time Job function Sales and Finance Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Disability insurance Paid paternity leave #J-18808-Ljbffr