Active Trader Consultant

Company Name: tastytrade Role: Active Trader Consultant  Location: Chicago, IL Position Summary   Active Trader Consultants (ATCs) are results-driven sales professionals responsible for acquiring and onboarding new retail brokerage accounts from active, self-directed traders. This role focuses on identifying, engaging, and converting high-potential prospects, such as day traders, options traders, futures traders, margin/portfolio margin traders, and frequent equity/ETF investors, who are currently managing accounts at competitor firms or trading through multiple platforms. This is a high-energy sales position, involving outbound outreach, referrals from service, platform demonstrations, and competitive positioning.   ATCs are trusted advisors on advanced trading tools, robust platforms, margin/portfolio margin, asset classes supported, and service capabilities. By delivering exceptional consultative experiences, they will drive new account growth, increase trading assets under custody, and boost trading volume and revenue. Successful ATCs have deep market knowledge, strong prospecting skills, and the ability to build long-term relationships that maximize client loyalty and firm revenue.    What You ll Do:   Prospecting and Lead Generation:   Identify and qualify high-value active trader prospects through outbound calling, email campaigns, social media (e.g., trading forums, LinkedIn, X), webinars, seminars, and targeted marketing lists   Work an extensive existing lead funnel and partner with our Data & Insights team to continue sourcing the highest quality opportunities   Consultative Sales and Needs Analysis:    Conduct discovery calls and meetings to understand prospects trading strategies, volume, preferred platforms (e.g., advanced charting, API access, direct market access), commission structures, and frustrations with current brokers Present solutions highlighting tastytrade s competitive advantages  Platform Demonstrations and Education:    Deliver compelling demos of our trading platforms, including order types, margin capabilities, options tools, futures, and proprietary features   Position our functionality effectively against competitors offerings  Account Opening and Onboarding:    Guide prospects through the full account application process, including entity vs. individual accounts, documentation, funding, and transfers (ACATS) Oversee seamless onboarding and initial trade setup to ensure high activation rates  Brand Evangelist:    Must exhibit a thorough understanding of all tastytrade products and services and will be responsible for identifying opportunities to maximize all aspects of tastytrade Consistently reinforce tastytrade s value proposition and culture in all client interactions and internally, through both your words and your professionalism and expertise   Who You Are:   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 strongly preferred) Proven track record of meeting/exceeding sales goals   Ability to thrive in a dynamic, metrics-driven, trader-first culture   Attention to detail, a strong sense of urgency, and laser-sharp accuracy   Deep passion for delivering world-class client service and a solutions-oriented mindset   Strong sales and relationship management skillset   Deep knowledge of active trading products: options, futures, equities, and FX  Demonstrated ability to improve client retention and satisfaction metrics in a fast-paced trading environment  FINRA series 7, 63, 3 licenses   Preferred Qualifications   Previous experience at a retail brokerage, trading platform, or high-touch wealth management firm  Bachelor s degree in Finance, Business, Communications, or related field   Personal trading experience or strong passion for the markets   FINRA series 4, 34 and 24 licenses   Strong 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   Salary Range: $70,000-$90,000  Company Perks/Benefits:   Bonus Stock Purchase Options   401k Plan   Medical/Dental/Vision Benefits   Continued Education Support   20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)   10 Paid Sick Days   Gym Membership Reimbursement   Commuter Benefits   Pet Insurance   Wellness & 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   Office located in the West Loop - Chicago s growing center of tech, great cuisine, and high-end bars  About IGNA + tasty  IG North America is home to tastytrade, tastylive, and tastyfx—a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof.  From our headquarters in Chicago s Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US.  We re a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you re building technology, creating content, serving customers, or supporting operations, you ll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users. The bar is high – bring a curious and forward-thinking mindset and we ll give you the platform to define what comes next. Join us at IG|tasty – the future gets built here.  Location: Our office is in the West Loop - Chicago s growing center of tech, great cuisine, and high-end bars. tastytrade | tastylive | tastyfx  1330 W Fulton Market, Chicago, IL 60607  *Don t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you re excited about this role, but your experience doesn t align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!