Trade Desk Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

tastytrade ยท 1 day ago

Trade Desk Representative

positionChicago, IL
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$70K/yr - $90K/yr
date2+ years exp

tastytrade is a company focused on democratizing trading and empowering individual investors. They are seeking a Trade Desk Representative to provide effective customer service by utilizing in-depth knowledge of retail brokerage services, assisting customers with complex option order execution, and identifying their needs as self-directed investors.

FinanceFinancial ServicesFinTechTrading Platform
check
Growth Opportunities

Responsibilities

Provide friendly, accurate, and efficient support via phone calls
Assist customers with complex option order execution
Analyze customers positions and provide advantages and disadvantages for various strategies
Work with customers to identify their needs as self-directed investors and provide solutions in a timely manner

Qualification

FINRA Series 3Option execution mechanicsSalesforceSlackTeamsRegulation T knowledgeMultitasking abilityTechnology proficiencyCustomer service experienceInterpersonal skills

Required

FINRA Series 3, 7, and 63 Certified
Familiar with Regulation T and portfolio margin accounts
Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
Extremely proficient with use of technology
Salesforce, Slack, Teams
Understanding of option execution mechanics and pricing
Knowledge of futures and options on futures
Ability to multitask in a fast-paced environment
At least 2-3 years of experience in a similar role with high call volume

Benefits

Performance Bonuses
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

Company

tastytrade

twittertwittertwitter
company-logo
Trade options, stock, and futures at one of the premiere brokerage firms in the industry.
dateFounded in 2017
location
Chicago, Illinois, USA
people-size201-500 employees
web-link
https://tastytrade.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
2021-01-21Acquired
2020-01-01Private Equity

Leadership Team

leader-logo
Scott Sheridan
CEO
linkedin
C
Christopher Ingebrigtsen
Chief Technology Officer
linkedin

Recent News

FinanceFeeds
Cboe Appoints Ex-Tastytrade JJ Kinahan to Lead Retail Market Expansion
2025-11-01
GlobalFinTechSeries
Cboe Announces JJ Kinahan to Lead Retail Market Expansion and Innovation Efforts
2025-10-31
Investor's Business Daily
Trading Up: Why The Founder Of Thinkorswim And Tastytrade Wants To Estimate Your Worth
2025-10-10
Company data provided by crunchbase