Director Institutional Sales
Social Capital Resources
Rapidly Growing Financial Services Firm in Tampa, Florida is seeking a Director, Institutional Sales! Responsibilities Responsible for being a lead salesperson 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. #J-18808-Ljbffr Social Capital Resources
$150k - $180k
.../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...SuggestedFull time- A rapidly growing financial services firm in Tampa, Florida is seeking a Director of Institutional Sales. This role involves leading sales for institutional clients and providing expert support to ensure operational readiness. The ideal candidate should possess strong client...Suggested
- A rapidly growing financial services firm in Tampa is seeking a Director of Institutional Sales. In this role, you will lead sales efforts for institutional clients such as brokers and hedge funds, while also providing onboarding support to new clients. The ideal candidate...Suggested
$90k - $120k
Description The Director of Institutional Sales is responsible for driving new business growth within the institutional retirement space by developing and executing sales strategies focused on small market retirement plan opportunities. This role plays a key part in expanding...SuggestedFull timeWork at officeRemote workFlexible hours$90k - $120k
Poweredbyconcurrent is looking for a Director of Institutional Sales to drive new business growth in the institutional retirement space. The role entails developing sales strategies and managing relationships with partner organizations. Candidates should have three to five...SuggestedRemote jobFlexible hours- Concurrent is seeking a Director of Institutional Sales in Tampa, FL, responsible for driving new business growth in the institutional retirement space. The role includes developing sales strategies, prospecting, and building partner relationships to expand the firm's footprint...
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