Active Trader Consultant
Active online brokerage and trading platform for self-directed investors, offering stocks, options, futures, crypto and related financial products.
About tastytrade
tastytrade, Inc. is a Chicago-based financial-services company and online broker for self-directed traders. Its platform provides web, desktop and mobile trading, market-analysis tools, educational content and an Open API. tastytrade, Inc. was formerly known as tastyworks, Inc.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will identify and engage high-value active trader prospects, conduct discovery conversations, demonstrate trading platforms, and present tailored solutions. You will guide clients through account opening, funding, transfers, and initial trade setup while building long-term relationships and reinforcing the value of tastytrade’s products and services.
Requirements
- 3+ years of progressive experience in client service, relationship management, platform sales, or premium support within financial services
- Proven track record of meeting or exceeding sales goals
- Strong sales and relationship management skills
- Deep knowledge of options, futures, equities, and FX
- Demonstrated ability to improve client retention and satisfaction metrics in a fast-paced trading environment
- FINRA Series 7, 63, and 4 licenses
Responsibilities
- Identify and qualify active trader prospects through outbound calling, email campaigns, social media, webinars, seminars, and targeted marketing lists
- Work the existing lead funnel and partner with the Data & Insights team to source high-quality opportunities
- Conduct discovery calls and meetings to understand prospects’ trading strategies, volume, platform preferences, commission structures, and broker frustrations
- Present solutions that highlight competitive advantages
- Deliver demonstrations of trading platforms, including order types, margin capabilities, options tools, futures, and proprietary features
- Position platform functionality against competitors’ offerings
- Guide prospects through account applications, documentation, funding, and ACATS transfers
- Oversee onboarding and initial trade setup to support high activation rates
- Maintain thorough knowledge of tastytrade products and services
- Identify opportunities to maximize use of tastytrade offerings
- Reinforce the company value proposition and culture in client and internal interactions
Benefits
- Bonus
- Stock purchase options
- 401k plan
- Medical, dental, and vision benefits
- Continued education support
- 20 paid vacation days plus one paid birthday-month vacation day
- 10 paid sick days
- Gym membership reimbursement
- Commuter benefits
- Pet insurance
- Wellness and mental health programs
- Charitable donation matching
- Two paid volunteer days off
- Daily catered lunch when in the office
- Kitchen snacks and beverages
- In-building gym
- Shuttle to and from Metra