Investor Relations Senior Associate

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 areseekingan experienced and strategic Investor Relations Senior Associate to help shape and elevate our engagement with the investment community.

This role will play a critical part in ensuring the market clearly understands our performance, growth strategy, and long-term value proposition.

As a senior member of the Investor Relations function, you will partner closely withthe

Head of Investor Relations and Business Development to develop compelling investor messaging, lead quarterly earnings communications, andprovidedata-driven insights into investor sentiment and market positioning. You will have high visibility across the organization and meaningful exposure to the Board of Directors and external investors.

The teamoperatesin a fast-paced, high-growth broker-dealer environment where precision, credibility, and proactive thinking are essential. The ideal candidate is equally comfortable analyzing financial andoperatingperformance, advising senior leaders on external narrative, and driving best-in-class public company IR practices.

• Serve as a strategic advisor to executive leadership on investor messaging, market positioning, and externalperceptionof the company.
• Help shape and evolve the firm’s investor relations strategy, including investor targeting priorities and shareholder base optimization.
• Lead the end-to-end development of quarterly earnings materials, including earnings releases, investor presentations, prepared remarks, and anticipated
  
  Q&A.
• Translate business strategy, financial performance, operating metrics, and risk factors into clear, compelling investor messaging that supports both near-term results and long-term value creation.
• Proactivelyidentifynarrative gaps, emerging investor concerns, and areas where external messaging must evolve as the company scales.
• Maintain active awareness of sell-side research, investor sentiment, and peer positioning; synthesize insights and deliver strategic recommendations to senior leadership and the Board of Directors, as appropriate.
• Partner closely with Finance to evaluate analyst modelsrelativeto internal forecasts and guidance, highlighting risks, variances, andperceptiongaps.
• Lead planning and execution of the rolling 12-month investor engagement calendar, including conferences, non-deal roadshows, and key investor meetings.
• Prepare senior executives for investor interactions through comprehensive briefing materials and message coaching.
• Synthesize investor feedback and market intelligence into actionable recommendations that inform strategy, messaging, and capital markets priorities.
• Support and execute strategic capital markets initiatives, including potential offerings, investor days, and other shareholder engagement efforts.
• Drive continuous improvement of investor relations processes, materials, and disclosure practices consistent with public company and broker-dealer regulatory expectations.

• Bachelor’s degree in Finance, Economics, Business, Technology, Communications, ora related field.
• 4+ years of experience in relevantfieldfor
  
  Senior Associate or6+ years of experience in relevantfieldfor
  
  Associate Director.
• Demonstrated experience supporting oroperatingwithin a public company environment; broker-dealer, fintech, or financial services experience strongly preferred.
• Proven ability to develop and deliver investor-facing materials, including earnings releases, investor presentations, and executive briefing documents.
• Strong understanding of capital markets, investor expectations, and public company disclosure practices.
• Experience analyzing sell-side research and financial…