Product Manager, Advisor Services

Product Manager, Advisor Services

Webull Financial Saint Petersburg, Florida, United States

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. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

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.

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.

• 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…