Institutional Outside Sales Representative - TradeStation
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. We are dedicated to pushing the boundaries of innovation and encouraging out-of-the-box thinking.
What We Are Looking For
This UK-based role involves executing a sales strategy to acquire and onboard new institutional customers. The candidate will work closely with multiple departments, requiring strong cross-company engagement. We seek a high-impact individual with a results-driven approach, entrepreneurial spirit, and a focus on building institutional relationships and improving sales performance.
What You'll Be Doing
* Identify, prospect, lead, and win new business with institutional clients in the UK, primarily in the Hedge Fund, Family Office, and Broker Dealer spaces.
* Create forecasts and develop qualified sales leads that generate revenue.
* Develop sales plans, proposals, and presentations to secure new business.
* Conduct UK market research and understand the competitive landscape in coordination with the marketing team.
* Lead discovery efforts to identify prospect pain points and tailor solutions accordingly.
* Present demos of TradeStation’s platform and products, both in person and remotely, including at industry events.
* Maintain accurate data and operate within established frameworks.
* Guide clients through account setup, funding, and onboarding in partnership with client experience teams.
* Uphold TradeStation's reputation through professionalism, courtesy, and compliance, exceeding client expectations.
Skills and Training
* Self-motivated sales professional with excellent time management skills.
* Experience selling to UK financial institutions.
* Strong interpersonal and presentation skills.
* Attention to detail, organization, pipeline management, and documentation skills.
* Problem-solving capabilities.
* Excellent verbal and written communication skills.
* Understanding of customer account procedures and ability to assist clients effectively.
* Knowledge of institutional trading platforms and industry competitors.
* Ability to thrive in a fast-paced, interactive environment.
* Prior client-facing sales and account management experience in financial institutions.
* Understanding of US financial markets and asset classes (Equities, Options, Futures).
* Experience managing the full sales cycle.
* US-based online brokerage experience is a plus.
Minimum Qualifications
* University degree in Finance, Business, Computer Science, or related field.
* 7+ years of institutional financial services sales and/or trading experience.
What We Offer
* Collaborative, team-oriented work environment.
* Competitive compensation package.
* TradeStation employee benefits and access to trading education materials.
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