Institutional Outside Sales Representative - TradeStation

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.