Webull Advisors
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. In order to make this a reality, we work tirelessly to make sure all the key trading features – like a comprehensive news cycle, real-time market data, and analytical tools--completely free. At Webull, we pride ourselves on our consistent platform innovation and granular datasets that will drive our customers to make smarter financial decisions.
About The Role & Team We are seeking a strategic and analytically driven Investment Associate Director to lead the investment strategy and portfolio management efforts of our digital, algorithm-based RIA, Webull Advisors.
The Investment Associate Director will oversee model portfolio construction, optimization, and performance while collaborating closely with product and technology teams to enhance our automated investment platform. This role offers a unique opportunity to shape the evolution of a data driven, scalable investment solution that empowers clients through intelligent automation.
In This Role, You Will
Represent the investment function in strategic and product discussions, providing data-driven insights that shape Webull Advisors’ investment direction and client experience.
Oversee the design, implementation, and continuous improvement of investment strategies, model portfolios, and SMA solutions, ensuring alignment with the firm’s philosophy, risk framework, and automation processes.
Conduct ongoing market, economic, and competitive research to identify trends and opportunities that inform strategic and tactical asset allocation decisions.
Manage algorithmic portfolio construction, optimization, and automated rebalancing systems to maintain consistency, efficiency, and scalability across all models.
Collaborate with product, engineering, operations, and compliance teams to integrate investment logic into digital workflows and ensure regulatory adherence.
Monitor model performance, risk exposures, and attribution, delivering clear reporting and insights to internal stakeholders and leadership.
Support the development and launch of new investment products and features that advance Webull Advisors’ growth and enhance the robo-advisory platform.
The Skills You Bring
Bachelor's or Graduate's Degree in business, computer science, engineering, or information systems, or equivalent experience.
3-5 years of financial industry experience
Series 65 or Series 66
Needs a combination of strong technical, analytical, project management skills
Experience in business process analysis and statistics.
Demonstrated attention to detail and decision-making capabilities.
What Makes You Stand Out
Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way
Why Webull? 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 15 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 Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation.
EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management and Strategy/Planning
Industries
Financial Services and Investment Management
#J-18808-Ljbffr
About The Role & Team We are seeking a strategic and analytically driven Investment Associate Director to lead the investment strategy and portfolio management efforts of our digital, algorithm-based RIA, Webull Advisors.
The Investment Associate Director will oversee model portfolio construction, optimization, and performance while collaborating closely with product and technology teams to enhance our automated investment platform. This role offers a unique opportunity to shape the evolution of a data driven, scalable investment solution that empowers clients through intelligent automation.
In This Role, You Will
Represent the investment function in strategic and product discussions, providing data-driven insights that shape Webull Advisors’ investment direction and client experience.
Oversee the design, implementation, and continuous improvement of investment strategies, model portfolios, and SMA solutions, ensuring alignment with the firm’s philosophy, risk framework, and automation processes.
Conduct ongoing market, economic, and competitive research to identify trends and opportunities that inform strategic and tactical asset allocation decisions.
Manage algorithmic portfolio construction, optimization, and automated rebalancing systems to maintain consistency, efficiency, and scalability across all models.
Collaborate with product, engineering, operations, and compliance teams to integrate investment logic into digital workflows and ensure regulatory adherence.
Monitor model performance, risk exposures, and attribution, delivering clear reporting and insights to internal stakeholders and leadership.
Support the development and launch of new investment products and features that advance Webull Advisors’ growth and enhance the robo-advisory platform.
The Skills You Bring
Bachelor's or Graduate's Degree in business, computer science, engineering, or information systems, or equivalent experience.
3-5 years of financial industry experience
Series 65 or Series 66
Needs a combination of strong technical, analytical, project management skills
Experience in business process analysis and statistics.
Demonstrated attention to detail and decision-making capabilities.
What Makes You Stand Out
Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way
Why Webull? 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 15 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 Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation.
EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management and Strategy/Planning
Industries
Financial Services and Investment Management
#J-18808-Ljbffr