# Product Manager, Advisor Services at Webull

- Company: Webull
- What the company does: Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Backed by Lightspeed.
- Company website: https://webull.com/
- Type: Startups
- Level: Senior
- Location: Saint Petersburg, FL
- Work setup: On-site
- Pay: $115K to $140K base salary per year (USD)
- Posted: 2026-09-15
- Apply by: 2026-10-30
- Apply: https://ats.rippling.com/webull/jobs/dd4a8725-d892-4f83-9a94-4ec4169bc961
- Page: https://www.1752.vc/careers/jobs/webull-product-manager-advisor-services/

## About the role

This is a foundational product leadership role for building an industry leading offering inside Webull’s institutional ecosystem. The role requires a strong understanding of advisor workflows, brokerage and custody infrastructure, clearing operations, regulatory obligations, and modern product architecture. You will partner closely with Engineering, Professional Services, Sales, Compliance, Operations, and Risk to define and deliver a scalable platform for advisors and their clients.

## What they're looking for

- Define a differentiated advisor and client experience across web and mobile, including advisor dashboards, client and household views, account workflows, document management, approvals, and operational tasks
- Build scalable capabilities that improve advisor efficiency and growth across onboarding, transfers, portfolio management, billing, reporting, and third-party integrations
- 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

Tags: Institutional