TradeStation · 8 hours ago
Institutional Outside Sales Representative
Plantation, FL
Full-time
Onsite
Senior Level
5+ years expTradeStation is an online brokerage firm focused on delivering an exceptional trading experience for active traders and institutions. The Institutional Outside Sales Representative will enhance TradeStation’s Institutional business growth through lead generation, pipeline creation, and building relationships with Institutional clients, particularly in the Hedge Fund and Family Office sectors.
Financial Services
Responsibilities
Identify, prospect, lead, and win new business with Institutional clients primarily in the Hedge Fund and Family Office space to meet quota via individual efforts and by working with Marketing and other colleagues within the sales organization
Lead discovery efforts to uncover prospect pain points and tailor TradeStation solution to meet prospect needs
Create forecasts and develop predictable funnel of qualified sales leads that ultimately result in revenue
Develop compelling proposals and RFPs to win new business
Understand the competitive landscape and conduct market research in coordination with cross-functional partners
Provide demos of TradeStation’s platform and products
Bring a consultative and solutions-oriented mindset to every conversation
Accountable for maintaining accurate data and operating within established frameworks
Guiding clients through the intricacies of account setup, funding, and set up in partnership with the client experience teams
Develop and maintain industry and market expertise to maximize the client’s business strategy
Upholding and enhancing TradeStation's sterling reputation through unwavering professionalism, courtesy, and a steadfast commitment to compliance and surpassing client expectations
Qualification
Required
The successful completion of all industry-relevant exams
An intrinsic, self-motivated drive with excellent time management skills
Superb interpersonal and presentation skills
Excellent attention to detail, organization, pipeline management, and documentation skills
Possession of profound problem-solving capabilities, equipping you to tackle all challenges
Exceptional verbal and written communication, enabling you to articulate complex concepts
A strong understanding of customer account procedures, positioning you to provide expert assistance with client inquiries
In depth knowledge of multiple institutional trading platforms and the competition in our industry
An innate ability to excel and thrive in the demanding, interactive, and fast-paced work environment that characterizes our industry
Experience running the full sales cycle
Prior client facing experience in sales and account management preferably covering financial institutions (Family Offices, Asset Managers, Hedge Funds, RIAs, etc.)
College degree required in relevant field (Finance, Business, Computer Science)
5 - 10 years of Futures focused Institutional financial services sales and trading experience
Series 3 required
Preferred
SIE, 7 & 63 preferred
Benefits
Collaborative work environment
Competitive compensation structure
Generous 401k plan
Comprehensive benefits for you and your family starting day 1
Flexible working environment
TradeStation Account employee benefits, as well as full access to trading education materials
Company
TradeStation
Welcome to the home of those who were born to trade! We empower natural-born traders to hone their strategies with an advanced platform & brokerage services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Bartleman
Chief Executive Officer, TradeStation Crypto, Inc.
Michael Fisch
Chief Technology Officer
Company data provided by crunchbase