Institutional Outside Sales Representative, UK
Institutional Outside Sales Representative, UK

Institutional Outside Sales Representative, UK

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive sales by acquiring new Institutional clients and nurturing leads.
  • Company: Join TradeStation, a leading online brokerage firm empowering self-directed investors.
  • Benefits: Enjoy a flexible work environment, competitive pay, and access to trading education.
  • Why this job: Be part of an innovative team that values out-of-the-box thinking and collaboration.
  • Qualifications: 7+ years in financial services sales; degree in Finance, Business, or Computer Science required.
  • Other info: TradeStation promotes diversity and inclusion, ensuring everyone feels valued.

The predicted salary is between 43200 - 72000 £ per year.

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. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What We Are Looking For: Within this UK based role, you will execute a sales strategy to acquire and on-board new Institutional customers. This role partners closely with many departments across the firm, thus cross-company engagement and cooperation 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.

What You'll Be Doing:

  • Identify, prospect, lead, and win new business with Institutional clients primarily in the Hedge Fund, Family Office, and Broker Dealer space in the UK.
  • Create forecasts and develop qualified sales leads that ultimately result in revenue.
  • Develop sales plans, proposals and presentations to win new business.
  • Understand the competitive landscape and conduct UK market research in coordination with the marketing team.
  • Lead discovery efforts to uncover prospect pain points and tailor solutions to meet prospect needs.
  • Provide demos of TradeStation’s platform and products in person, remotely and at industry events.
  • 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.
  • Upholding and enhancing TradeStation's sterling reputation through unwavering professionalism, courtesy, and a steadfast commitment to compliance and surpassing client expectations.

Skills and Training:

  • An intrinsic, self-motivated sales professional with excellent time management skills.
  • Previous experience of selling to UK financial institutions.
  • Superb interpersonal and presentation skills.
  • Excellent attention to detail, organization, pipeline management, and documentation skills.
  • Possession of profound problem-solving capabilities.
  • 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 various 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.
  • Prior client facing experience in sales and account management covering financial institutions (Family Offices, Hedge Funds, Broker Dealers etc.).
  • In depth understanding of US financial markets and asset classes (Equities, Options, Futures).
  • Hands on experience in managing the full sales cycle.
  • Previous experience with a US based online brokerage firm a plus.

Minimum Qualifications:

  • University degree required in relevant field (Finance, Business, Computer Science).
  • 7+ years of Institutional financial services sales and/or trading experience.

What We Offer:

  • Collaborative team oriented work environment.
  • Competitive compensation structure.
  • Flexible working environment.
  • TradeStation Account employee benefits, as well as full access to trading education materials.

TradeStation Group is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Institutional Outside Sales Representative, UK employer: TradeStation

TradeStation is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to excel in their roles as Institutional Outside Sales Representatives. With a competitive compensation structure, flexible working environment, and access to comprehensive trading education materials, employees are encouraged to grow both personally and professionally. Located in the UK, this role offers unique opportunities to engage with leading financial institutions while contributing to a company committed to diversity and inclusion.
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Contact Detail:

TradeStation Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Institutional Outside Sales Representative, UK

✨Tip Number 1

Familiarise yourself with the UK financial landscape, especially focusing on Hedge Funds, Family Offices, and Broker Dealers. Understanding the specific needs and pain points of these institutions will help you tailor your approach and demonstrate your expertise during conversations.

✨Tip Number 2

Network actively within the financial services sector. Attend industry events, webinars, and conferences to connect with potential clients and other professionals. Building relationships in this space can lead to valuable referrals and insights that will enhance your sales strategy.

✨Tip Number 3

Develop a strong understanding of TradeStation’s platform and products. Being able to provide insightful demos and articulate how our offerings can solve specific client challenges will set you apart from other candidates and show your commitment to the role.

✨Tip Number 4

Prepare for the interview by practising your consultative selling techniques. Be ready to discuss how you would approach lead generation, pipeline management, and closing deals, as well as how you would maintain professionalism and compliance while nurturing client relationships.

We think you need these skills to ace Institutional Outside Sales Representative, UK

Sales Strategy Development
Lead Generation
Pipeline Management
Client Relationship Building
Market Research
Presentation Skills
Consultative Selling
Problem-Solving Skills
Time Management
Interpersonal Skills
Attention to Detail
Financial Services Knowledge
Understanding of Institutional Trading Platforms
Knowledge of US Financial Markets
Full Sales Cycle Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in institutional sales, particularly with financial institutions like Hedge Funds and Family Offices. Use specific metrics to demonstrate your success in previous roles.

Craft a Compelling Cover Letter: In your cover letter, express your entrepreneurial spirit and results-driven approach. Mention how your skills align with TradeStation's focus on innovation and client relationships, and provide examples of how you've successfully generated leads and closed deals.

Showcase Your Knowledge: Demonstrate your understanding of the UK financial market and institutional trading platforms in your application. This could include mentioning specific platforms you have experience with or discussing trends in the industry that could impact TradeStation.

Highlight Soft Skills: Since this role requires excellent interpersonal and communication skills, make sure to highlight these in your application. Provide examples of how you've effectively communicated complex concepts to clients or colleagues in the past.

How to prepare for a job interview at TradeStation

✨Research TradeStation Thoroughly

Before your interview, make sure to dive deep into understanding TradeStation's services, products, and market position. Familiarise yourself with their platform and any recent news or developments in the company. This will not only show your genuine interest but also help you tailor your responses to align with their goals.

✨Demonstrate Your Sales Strategy

Be prepared to discuss your approach to executing a sales strategy, especially in acquiring and onboarding new institutional clients. Share specific examples from your past experiences that highlight your success in lead generation, pipeline creation, and closing deals. This will showcase your results-driven mindset.

✨Showcase Your Interpersonal Skills

Given the collaborative nature of the role, emphasise your interpersonal and presentation skills during the interview. Be ready to provide examples of how you've successfully engaged with various departments in previous roles, as this will demonstrate your ability to work cross-functionally.

✨Prepare for Market Knowledge Questions

Expect questions about the UK financial landscape, particularly regarding hedge funds, family offices, and broker-dealers. Brush up on your knowledge of these institutions and be ready to discuss how you would approach them. This will illustrate your understanding of the competitive landscape and your readiness to tackle the challenges of the role.

Institutional Outside Sales Representative, UK
TradeStation

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