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Institutional Outside Sales Representative

Job in Chicago, Cook County, Illinois, 60601, USA
Listing for: TradeStation
Full Time position
Listed on 2026-01-14
Job specializations:
  • Sales
    Business Development
  • Business
    Business Development
Job Description & How to Apply Below

#We Are Trade Station

Who We Are:

Trade Station is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.

At Trade Station, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool;

following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work.

Are you ready to make yourself at home?

What We Are Looking For
:

In this role, you will execute a strategy to enhance Trade Station’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.

This is an on-site position in our Chicago office at 120 South Riverside Plaza, Suite 1650, Chicago, IL 60606.

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 Trade Station 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 Trade Station’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 Trade Station'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…
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