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Manager Webull Jobs (NOW HIRING)

Apex Fintech Solutions

Product Manager

Austin, TX · Hybrid

... management by building tech-forward solutions that help simplify, automate, and facilitate access ... Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for ...

Apex Fintech Solutions

Sr Account Manager

Austin, TX · On-site

... Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for ... Manage timelines and deliverables. * Act as the key resource for internal inquiries pertaining to ...

Apex Fintech Solutions

Sr Account Manager

New York, NY · On-site

... Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for ... Manage timelines and deliverables. * Act as the key resource for internal inquiries pertaining to ...

Apex Fintech Solutions

Sr Account Manager

Austin, TX · On-site

... Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for ... Manage timelines and deliverables. * Act as the key resource for internal inquiries pertaining to ...

Apex Fintech Solutions

IT Project Manager

Austin, TX

$97K - $115K/yr

... management by building tech-forward solutions that help simplify, automate, and facilitate access ... Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for ...

Apex Fintech Solutions

IT Project Manager

Austin, TX · On-site

$97K - $115K/yr

... management by building tech-forward solutions that help simplify, automate, and facilitate access ... Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for ...

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Manager Webull information

What is the difference between Manager Webull vs Financial Advisor?

AspectManager WebullFinancial Advisor
Required CredentialsNone specific, often self-taught or with basic finance knowledgeLicenses such as Series 7, Series 66, or CFP certification
Work EnvironmentOnline trading platforms, remote or office-basedClient meetings, financial planning firms, or banks
Industry UsageFintech, online brokerage servicesFinancial planning and wealth management
Common Search/ComparisonYesNo

The main difference between a Manager Webull and a Financial Advisor lies in credentials and work scope. Webull managers typically focus on overseeing online trading activities without requiring formal financial licenses, whereas Financial Advisors hold specific certifications and provide personalized financial planning. Webull managers operate mainly within fintech platforms, while Financial Advisors work directly with clients in wealth management settings.

What are some common challenges faced by a Manager at Webull and how can they be addressed?

Managers at Webull often navigate the fast-paced environment of the fintech industry, balancing the demands of both technical and business teams. Common challenges include keeping up with rapidly changing regulations, ensuring seamless collaboration across departments, and driving innovation while maintaining operational efficiency. Successful managers address these challenges by fostering open communication, staying informed about industry trends, and implementing agile project management practices. Continuous learning and adaptability are key to thriving in this dynamic setting.

What are the key skills and qualifications needed to thrive as a Manager at Webull, and why are they important?

To thrive as a Manager at Webull, you need a solid background in finance or technology, leadership experience, and a relevant degree such as business administration or computer science. Familiarity with trading platforms, financial analytics tools, and project management systems like Jira or Salesforce is typically required. Strong communication, problem-solving abilities, and the capacity to motivate teams are standout soft skills for this role. These competencies are essential to drive business objectives, oversee complex projects, and foster a high-performing team in the fast-paced fintech industry.

What does a Manager at Webull do?

A Manager at Webull oversees teams or projects within the company, ensuring that business goals and performance targets are met. They coordinate between departments, manage workflows, and support team members to optimize productivity. Managers at Webull may be responsible for areas such as operations, product development, compliance, or customer service, depending on their specific role. They also play a key role in implementing company strategies and maintaining high standards of service for users.
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Manager Webull jobs near you
Sr Relationship Manager

Sr Relationship Manager

Apex Fintech Solutions

New York, NY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

WHO WE ARE
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.
When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.
Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex.
We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received:
Best Places to Work
2026, 2025, 2024, 2023 - Presented by BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World's Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
Apex Fintech Solutions is currently seeking a Senior Relationship Manager to proactively manage the client experience by interfacing with AFS clients. The Relationship Manager will represent the client needs to stakeholders within Apex and will educate clients on Apex's services and products.
Duties/Responsibilities
  • Build and maintain strong, long-lasting relationships with major AFS clients and key stakeholders across client organizations and internal AFS divisions.
  • Ensure a high standard of client experience by proactively sharing product updates, new services, and tailored insights relevant to each client's business.
  • Conduct regular in-person client meetings (with associated travel), and consistently align on meeting agendas to ensure clients' time is respected and productive. Prepare internal teams for all client interactions.
  • Map internal and external stakeholders, and manage relationships up, down, and across organizations to advance business objectives.
  • Intake, track, and drive client requests to resolution, coordinating internally to ensure prompt progress updates and successful outcomes.
  • Review and negotiate client contracts, ensuring alignment with both client and AFS objectives.
  • Monitor, analyze, and report on client health, growth, profitability, and KPIs.
  • Translate complex concepts into clear, actionable insights for clients, demonstrating strong written and verbal communication skills.
  • Proactively deepen industry expertise, actively studying the sectors your clients operate in to anticipate emerging needs and opportunities.
  • Manage and mentor a team of 2-3 direct reports, providing guidance, motivation, and professional development opportunities.
  • Demonstrate executive presence, professionalism, and a relentless focus on customer service and satisfaction in all client interactions.
  • Exhibit exceptional follow-through and problem-solving abilities, ensuring client issues are promptly and effectively addressed.
  • Maintain up-to-date, relevant records of client activity and insights within internal systems.

Education and/or Experience
  • Bachelor's degree (or equivalent work experience) required; advanced degree preferred.
  • 5+ years' experience in financial services, fintech, account management, business consulting, or business analysis. Experience managing large accounts is a plus.
  • FINRA Series 7 & Series 63 license(s) required
  • Strong leadership experience, with prior responsibility managing small- to medium-sized teams.

Required Skills/Abilities
  • Ability to cultivate trust and rapport with clients and stakeholders at all levels.
  • Ability to analyze client data, identify growth opportunities, and develop actionable plans.
  • Skilled at translating complex concepts into clear, easily understood information for clients.
  • Skilled at anticipating client needs and resolving issues with urgency and creativity.
  • Understanding of fintech industry trends, products, and client environments.
  • Proficient in MS 365 suite (Word, Excel, Powerpoint, and Outlook)

Work Environment
  • This job operates in a hybrid, office environment 3 days per week.
  • Up to 25% travel.

#customer service #mid-senior #full-time #lI-KD1 #APEX
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
Salary Range
$136,400-$170,500
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

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