Robert Cortright
Director, Institutional Sales
- Role
- Director, Institutional Sales - North America at Webull Financial
- Location
- Hoboken, NJ, US
- LinkedIn followers
- 500 followers
About Robert Cortright
As Director of Institutional Sales, I am responsible for driving enterprise growth, developing strategic partnerships, and supporting financial institutions in expanding market access across clearing, custody, execution, and brokerage infrastructure solutions.
Experience
Director, Institutional Sales - North America
Mar 2026 — Present · New York City & St. Petersburg, FL, US
Lead institutional sales efforts across North America, driving revenue growth by developing and closing relationships with hedge funds, RIAs, introducing brokers, proprietary trading firms, family offices, and corporate clients. Sell Webull\'s institutional-grade platform capabilities including U.S. equities, options, ETFs, futures, and digital asset access, along with clearing, custody, and flexible account structures such as omnibus and sub-account solutions. Identify and develop B2B partnership opportunities with broker-dealers and fintech platforms seeking embedded brokerage infrastructure, trade execution, and connectivity solutions. Manage the full sales cycle from prospecting through onboarding, ensuring seamless integration with institutional workflows. Collaborate cross-functionally with product, compliance, operations, and technology teams to deliver solutions tailored to institutional requirements. Stay ahead of market trends, competitive dynamics, and regulatory developments across the evolving brokerage and digital asset landscape. Represent Webull at industry conferences and events to build brand presence within the institutional and B2B community. Track pipeline activity, forecast revenue, and report key performance metrics to senior leadership.
Education
Drew University
Bachelor of Science (B.S.), Economics
Skills
- Customer Service
- Us Equities
- Social Networking
- Securities
- Public Speaking
- Time Management
- Powerpoint
- Microsoft Excel
- Equities
- Options
- Management
- Partnerships
- Investments
- Series 7
- Leadership
- Bloomberg
- Trading
- Microsoft Word
- Research
- Microsoft Office
- Business Development
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