Sales Engineer

#WeAreTradeStationWho We Are:TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work.Are you ready to make yourself at home?What We Are Looking For:We are looking for a Sales Engineer to join our Outside Sales, Institutional Team. This role is designed for a commercially minded, technically fluent professional who can manage institutional client relationships with a strong focus on client activation, revenue generation, and long-term growth. The ideal candidate combines:Strong relationship management skillsDeep knowledge of trading workflows and institutional client needsTechnical fluency in TradeStation’s advanced offerings (especially APIs and trading technologies)Commercial judgment to identify growth opportunities and tailor solutions to client use casesThis role will work cross-functionally with Sales, Client Experience, Product, Operations, and other internal teams to help institutional clients launch successfully, scale faster, and generate ongoing revenue. This individual will also contribute to the development of client engagement frameworks, and best practices that elevate overall team performance.This is an on-site position in our Plantation office at 8050 SW 10th Street, Suite 2000, Plantation, FL 33324.What You’ll Be Doing:Own ongoing relationship management for assigned institutional clients, with a primary focus on:Client activationRevenue generationUsage growth and expansionPartner with Outside Sales and Client Experience leadership to move clients from signed opportunity to active, productive trading relationshipsDevelop a deep understanding of each client’s business model, trading workflow, and technical requirementsTailor TradeStation solutions to client needs by aligning the right mix of:Platform capabilitiesAPI offeringsConnectivity / workflow optionsService and support resourcesServe as a technical-commercial liaison for clients, translating client requirements into actionable internal guidanceDrive adoption of advanced TradeStation capabilities, especially API-based and technology-enabled workflowsIdentify business opportunities within existing relationships, including expansion, additional products, and increased trading activitySupport and solution discussions, onboarding planning, and technical coordination with internal teams to reduce time-to-activationMonitor client progress, engagement, and revenue trends; proactively intervene when activation or growth stallsMaintain strong internal coordination with Sales, Operations, Product, and Client Experience to ensure timely follow-through and a high-quality client experienceRepresent TradeStation professionally in client meetings, solution discussions, and ongoing account reviewsAnticipate emerging client needs, market trends, and technology developmentsProactively surface insights and recommendations to leadership to inform institutional sales strategyServe as an informal resource and knowledge leader for the teamShare expertise on complex client situations, technical solutioning, and institutional best practices to elevate the broader team’s effectivenessThe Skills You Bring:Strong institutional relationship management skills with a focus on activation and revenue outcomesDeep understanding of financial markets, trading workflows, and client segmentsStrong knowledge of brokerage/trading technology, including API-driven use cases and integrationsAbility to translate technical capabilities into commercial value for clientsStrong consultative mindset—able to identify client needs, uncover opportunities, and recommend solutionsExcellent verbal and written communication skills, including the ability to communicate effectively with both technical and business stakeholdersStrong project coordination skills and ability to manage multiple client initiatives simultaneouslyComfortable working cross-functionally in a fast-paced, evolving environmentHigh degree of professionalism, accountability, and ownershipAble to assess unusual or complex client situations and recommend tailored approaches drawing on experienceAbility to contribute to departmental goals through personal results and peer influence, not just individual account outcomesDemonstrated experience working with sophisticated trading clients or institutional relationshipsStrong working knowledge of trading platforms and technology-enabled brokerage solutionsExperience supporting client onboarding, activation, and/or post-sale growthExperience with broker APIs, trading integrations, or technical onboarding workflows preferredBackground in institutional brokerage, fintech, market structure, or electronic trading environments preferredFamiliarity with active trader and institutional client operating models preferredMinimum Qualifications:Bachelor’s degree required (or equivalent professional experience, as applicable)3+ years of experience in financial services, brokerage, trading technology, institutional sales support, solutions engineering, or related rolesFINRA Series 7, 63, 3, 57, or the ability to acquire within 120 days of employment startDesired Qualifications:Securities industry licenses (current or ability to obtain), as required by roleWhat We Offer:Collaborative, high-performance environment across Sales, Client Experience, and ProductCompetitive fixed compensationQuarterly bonus structure tied to activation and revenue targetsOpportunity to work with sophisticated institutional clients and advanced trading technologyComprehensive benefits package401(k) and other company-sponsored benefitsProfessional growth in a strategic, high-impact role