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Institutional Outside Sales Representative, UK in London at TradeStation

Date Posted: 7/8/2024

Job Snapshot

Job Description

Who We Are:
TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.  At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What We Are Looking For:
Within this UK based role, you will execute a sales strategy to acquire and on-board new Institutional customers. This role partners closely with many departments across the firm, thus cross-company engagement and cooperation is critical. The candidate will be a high-impact individual, driving best-in-class sales results. This role will have a strong focus on lead generation and pipeline creation, along with prospect nurturing, lead prioritization, and closing. The ideal candidate has an entrepreneurial spirit and results-driven approach, along with a focus on building Institutional business relationships and continually improving sales performance.

What You'll Be Doing:
  • Identify, prospect, lead, and win new business with Institutional clients primarily in the Hedge Fund, Family Office, and Broker Dealer space in the UK
  • Create forecasts and develop qualified sales leads that ultimately result in revenue
  • Develop sales plans, proposals and presentations to win new business
  • Understand the competitive landscape and conduct UK market research in coordination the marketing team
  • Lead discovery efforts to uncover prospect pain points and tailor solutions to meet prospect needs
  • Provide demos of TradeStation’s platform and products in person, remotely and at industry events
  • 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
  • Upholding and enhancing TradeStation's sterling reputation through unwavering professionalism, courtesy, and a steadfast commitment to compliance and surpassing client expectations
Skills and Training:
  • An intrinsic, self-motivated sales professional with excellent time management skills
  • Previous experience of selling to UK financial institutions
  • Superb interpersonal and presentation skills
  • Excellent attention to detail, organization, pipeline management, and documentation skills
  • Possession of profound problem-solving capabilities
  • 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 various 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
  • Prior client facing experience in sales and account management covering financial institutions (Family Offices, Hedge Funds, Broker Dealers etc.)
  • In depth understanding of US financial markets and asset classes (Equities, Options, Futures)
  • Hands on experience in managing the full sales cycle
  • Previous experience with a US based online brokerage firm a plus
Minimum Qualifications:
  • University degree required in relevant field (Finance, Business, Computer Science)
  • 7+ years of Institutional financial services sales and/or trading experience
What We Offer:
  • Collaborative team orientated work environment
  • Competitive compensation structure
  • Flexible working environment
  • TradeStation Account employee benefits, as well as full access to trading education materials


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