Search Available Jobs

Institutional Outside Sales Representative in Plantation, FL at TradeStation

Date Posted: 6/22/2024

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:
In this role, you will execute a strategy to enhance TradeStation’s Institutional business growth. This role partners with many departments across the firm, thus cross-company engagement and orchestration 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 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
Skills and Training
  • 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
Minimum Qualifications:
  • College degree required in relevant field (Finance, Business, Computer Science)
  • 5 - 10 years of Institutional financial services sales and trading experience
  • Prior client facing experience in sales and account management preferably covering financial institutions (Family Offices, Asset Managers, Hedge Funds, RIAs, etc.)
  • SIE, Series 7, 63, and 3 required
  • Experience running the full sales cycle
What We Offer:
  • 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
  • Pay Range (US) $150-200K+ first year total comp (Countries outside of the US have differing ranges in accordance with local labor markets)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.



  1. Sales Jobs
  2. Financial Advisor Jobs