What are the responsibilities and job description for the Institutional Client Services VP position at Social Capital Resources?
Rapidly Growing Broker-Dealer in Tampa is seeking an Institutional Client Services VP!
Responsibilities:
- Partner with introducing brokers, banks, hedge funds, and financial advisors, delivering best-in-class service and helping them succeed on our platform.
- Deliver onboarding support for new institutional clients, including system walkthroughs, documentation, training, and post-launch follow-up.
- Drive system implementation and process automation initiatives to improve how institutional client requests and service workflows are tracked, routed, and resolved.
- Provide expert support and resolution for inquiries related to accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and more.
- Manage seamless coordination and escalations across internal teams, including trading operations, compliance, tech, and product, ensuring timely resolution and clear communication.
- Design and build scalable operational workflows and service infrastructure to support institutional client growth.
- Develop onboarding and training material to ensure operational readiness and consistency across client-facing teams.
Qualifications:
- Bachelor's Degree
- 5 years working in a similar role, in client services supporting institutional clients
- Must have strong institutional client support experience
- Series 7, 24 and 63/66 is required
- Strong communication and presentation skills
- Leadership and management experience is a big plus
Salary : $110,000 - $120,000