Product Manager, Advisor Services

We are building Advisor Services, a modern custody and technology platform for RIAs, independent advisors, wealth managers, and affiliated advisor businesses. The unified platform will support advisors and their clients through digital account opening, custody, trading, portfolio management, billing, reporting, operational workflows, integrations, and a client-facing portal.

• Own the product strategy and roadmap for Advisor Services, building the platform that enables independent financial advisors to onboard, manage client accounts, trade, manage portfolios, handle billing, and access reporting and service tools.
• 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.
• Translate advisor and business needs into clear product requirements, user stories, process flows, and prioritized roadmaps, partnering closely with Engineering, Design, Operations, Compliance, Risk, and other global teams.
• Build scalable capabilities that improve advisor efficiency and growth across onboarding, transfers, portfolio management, billing, reporting, and third-party integrations.
• Partner 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.
• Drive competitive positioning and continuous product improvement, staying current on leading advisor platforms, custodians, and wealth technology providers to identify market opportunities, differentiate the platform, and inform roadmap priorities.

• 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.

• 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 a bias for action, with the ability to build trust across technical, commercial, regulatory, and advisor stakeholders while prioritizing what matters most for launch and scale.

Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 16 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
• Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
• Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

This role is based in our St. Petersburg, FL Global HQ, where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $115,000 - 140,000 (Associate Director level) or $140,000 - 165,000 (Senior Associate Director level) annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.

Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.