Active Trader Consultant

tastylive • Chicago, IL

11d • Onsite

About The Position

Active Trader Consultants (ATCs) are results-driven sales professionals responsible for acquiring and onboarding new retail brokerage accounts from active, self-directed traders. The role focuses on identifying, engaging, and converting high-potential prospects—including day traders, options traders, futures traders, margin or portfolio margin traders, and frequent equity or ETF investors—who currently manage accounts at competing firms or use multiple platforms.

This is a high-energy sales position involving outbound outreach, service referrals, platform demonstrations, and competitive positioning. ATCs advise prospects on advanced trading tools and platforms, margin and portfolio margin, supported asset classes, and service capabilities. Through consultative client experiences, they drive new account growth, increase trading assets under custody, and contribute to trading volume and revenue. Successful ATCs bring market knowledge, prospecting skills, and the ability to build long-term relationships that support client loyalty and firm revenue.

Requirements

• At least 3 years of progressive experience in client service, relationship management, platform sales, or premium support within financial services; retail brokerage, wealth management, or trading platforms are strongly preferred.
• Proven track record of meeting or exceeding sales goals.
• Ability to thrive in a dynamic, metrics-driven, trader-first culture.
• Attention to detail, a strong sense of urgency, and high accuracy.
• Strong commitment to client service and a solutions-oriented mindset.
• Strong sales and relationship-management skills.
• Deep knowledge of active trading products, including 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 3 licenses.

Nice To Haves

• Previous experience at a retail brokerage, trading platform, or high-touch wealth management firm.
• Bachelor’s degree in Finance, Business, Communications, or a related field.
• Personal trading experience or a strong passion for the markets.
• FINRA Series 4, 34, and 24 licenses.
• Ability and desire to contribute to team training and mentoring junior staff.
• Exceptional communication and interpersonal skills.
• Ability to build trust with sophisticated traders.
• High emotional intelligence and composure when handling complex client situations.

Responsibilities

• Identify and qualify high-value active trader prospects through outbound calls, email campaigns, social media, webinars, seminars, and targeted marketing lists.
• Work an 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 concerns about current brokers.
• Present solutions and explain tastytrade’s competitive advantages.
• Demonstrate trading platforms, including order types, margin capabilities, options tools, futures, and proprietary features.
• Position tastytrade functionality against competitors’ offerings.
• Guide prospects through account applications, including individual or entity accounts, documentation, funding, and ACATS transfers.
• Oversee onboarding and initial trade setup to support high account activation rates.
• Maintain thorough knowledge of tastytrade products and services and identify opportunities to maximize their use.
• Reinforce tastytrade’s value proposition and culture in client interactions and internally through professional conduct and expertise.

Benefits

• Bonus
• Stock Purchase Options
• 401k Plan
• Medical, dental, and vision benefits
• Continued Education Support
• 20 paid vacation days, plus an additional paid vacation day during the employee’s birthday month
• 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
• Full kitchen with snacks and beverages
• In-building gym
• Shuttle to/from Metra

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed