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Job Title


Institutional Outside Sales Representative


Company : TradeStation


Location : New York City, NY


Created : 2024-04-20


Job Type : Full Time


Job Description

WeAreTradeStationWho 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, were continuously pushing the boundaries of whats 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 Youll 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 organizationLead discovery efforts to uncover prospect pain points and tailor TradeStation solution to meet prospect needsCreate forecasts and develop predictable funnel of qualified sales leads that ultimately result in revenueDevelop compelling proposals and RFPs to win new businessUnderstand the competitive landscape and conduct market research in coordination with cross-functional partnersProvide demos of TradeStation's platform and productsBring a consultative and solutions-oriented mindset to every conversationAccountable for maintaining accurate data and operating within established frameworksGuiding clients through the intricacies of account setup, funding, and set up in partnership with the client experience teamsDevelop and maintain industry and market expertise to maximize the client's business strategyUpholding and enhancing TradeStations sterling reputation through unwavering professionalism, courtesy, and a steadfast commitment to compliance and surpassing client expectationsSkills and Training:The successful completion of all industry-relevant examsAn intrinsic, self-motivated drive with excellent time management skillsSuperb interpersonal and presentation skillsExcellent attention to detail, organization, pipeline management, and documentation skillsPossession of profound problem-solving capabilities, equipping you to tackle all challengesExceptional verbal and written communication, enabling you to articulate complex conceptsA strong understanding of customer account procedures, positioning you to provide expert assistance with client inquiriesIn depth knowledge of multiple institutional trading platforms and the competition in our industryAn innate ability to excel and thrive in the demanding, interactive, and fast-paced work environment that characterizes our industryMinimum Qualifications:College degree required in relevant field (Finance, Business, Computer Science)5 - 10 years of Institutional financial services sales and trading experiencePrior 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 requiredExperience running the full sales cycleWhat We Offer:Collaborative work environmentCompetitive compensation structureGenerous 401k planComprehensive benefits for you and your family starting day 1Flexible working environmentTradeStation Account employee benefits, as well as full access to trading education materialsPay 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.#LI-Hybrid