Trade Station Group, Inc.
Institutional Outside Sales Representative
Trade Station Group, Inc., Chicago, Illinois, United States, 60290
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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
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.)
Minimum Qualifications:
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, SIE, 7 & 63 preferred
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.
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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
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.)
Minimum Qualifications:
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, SIE, 7 & 63 preferred
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.
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