Product Manager, Prime Services
Listed on 2026-09-21
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Finance & Banking
FinTech, Banking & Finance, Capital Markets -
Business
Banking & Finance
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.
AboutThe Role & Team
Webull Institutional is building Prime Services, a modern institutional trading, financing, and technology platform designed for hedge funds, family offices, proprietary trading firms, asset managers, and other professional market participants. The product will bring together institutional onboarding, master-sub account structures, DMA/FIX/API connectivity, low-latency execution, real-time risk and margin tools, securities lending and locates, DVP/RVP settlement, reporting, billing, and client service workflows into a unified platform experience.
This is a foundational product leadership role for building Webull’s Prime Services offering inside the institutional ecosystem. The role requires a strong understanding of buyside workflows, including execution, custody, clearing, margin, leverage, securities lending, stock borrow, allocations, settlement, reporting, and operations. You will partner closely with Engineering, Professional Services, Institutional Sales, Trading, Compliance, Operations, Risk, and institutional clients to define and deliver a scalable platform for sophisticated buyside users.
InThis Role, You Will
- Own the product strategy and roadmap for Prime Services, including institutional onboarding, account structures, trading workflows, reporting, billing, and client service tools.
- Define the product experience for institutional clients across web, desktop, FIX, API, and other trading platforms.
- Translate client and business needs into product requirements and partner with Engineering, Design, Trading, Operations, Risk, and Compliance to deliver solutions.
- Lead cross site collaboration with global Engineering, Operations, Compliance, Legal, Risk, Trading, Sales and client facing teams, to develop institutional trading, execution, connectivity, risk, margin, financing, securities lending, settlement, and post trade capabilities.
- Analyze market trends and competitors to identify product gaps, opportunities, and priorities for the Prime Services business.
- Lead client pilots, product launches, and ongoing improvements using client feedback, data, and business results.
- Bachelor’s degree preferred, with 6 to 8+ years of relevant experience in financial services, fintech, technology, capital markets, or a related industry.
- Strong understanding of institutional and buyside workflows, including onboarding, trading, order management, margin, risk, settlement, and post trade processes.
- Ability to translate complex business, operational, regulatory, and technical needs into clear product requirements and solutions.
- Experience with product management tools such as JIRA, Confluence, or similar platforms, with strong analytical skills using SQL and Excel.
- Excellent communication and collaboration skills, with the ability to influence senior stakeholders, technical teams, and sophisticated institutional clients.
- Direct experience with institutional clients, brokerage, prime services, clearing, or trading platforms.
- Strong understanding of institutional trading, risk, margin, settlement, and post trade workflows.
- Ability to simplify complex problems and drive execution across technical, business, and client teams.
- Comforta…
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