Director Institutional Sales

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:

• Bachelor’s degree
• 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.