---
title: 'Active Trader Consultant at tastytrade'
canonical: 'https://feeny.ai/job/active-trader-consultant-tastytrade-chicago-cynsxdbtnjcn'
type: 'job'
last_seen: '2026-10-31'
---

# Active Trader Consultant at tastytrade

- **Company:** tastytrade
- **Location:** Chicago, IL
- **Posted:** 2026-10-29
- **Last confirmed live:** 2026-10-31
- **Apply:** https://job-boards.greenhouse.io/tastytrade/jobs/6237793004

## Job description

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, 4 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 3, 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](https://tastytrade.com/) | [tastylive](https://www.tastylive.com/) | [tastyfx](https://www.tastyfx.com/) 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!

## About tastytrade

## Company Overview
- **One-liner**: tastytrade is a financial services and technology company that operates a self-directed online brokerage platform specializing in options, futures, and stock trading with a focus on transparent, low-cost pricing and trader education.
- **Entity Type**: Private (subsidiary of IG Group Holdings, a public company listed on the London Stock Exchange under ticker IGG)
- **Headquarters**: Chicago, Illinois, USA
- **Founded**: 2011
- **Founders**: Tom Sosnoff and Scott Sheridan

## Core Business
- **Primary industry/industries**: Financial services, brokerage, fintech, online trading
- **Target customers**: Self-directed retail traders, ranging from beginners to experienced options and futures traders (B2C)
- **Mission or purpose statement**: "Helping traders succeed through sophisticated technology, favorable pricing and exceptional customer service" [tastytrade.com](https://tastytrade.com/careers/)

## Products & Services
- **Self-Directed Brokerage Platform**: An all-in-one trading platform for options, futures, stocks, and cryptocurrencies with a focus on options and futures trading. The platform features proprietary tools, charting, and analytics designed for active traders.
- **tastyworks**: The primary trading platform and brand offering commission schedules with capped commissions, specifically: Options at $1.00 to open and $0.75 to close (per contract, $10 max per leg for stock/ETF options), Futures at $1.25 per contract, and Stock trades at $0. [tastytrade.com](https://tastytrade.com/)
- **tastytrade Network**: A streaming financial media network offering live programming, market analysis, and educational content for traders, including free courses and trading metrics.
- **Trading Tools & Analytics**: Proprietary metrics and backtesting tools to help traders evaluate strategies and understand probability in trading decisions.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed as a standalone entity. It operates as a major subsidiary of IG Group Holdings, which had a market capitalization of approximately £3.5B (as of mid-2026).
- **Key Metric**: Not publicly available (private subsidiary). The IG Group reported total revenue of over £1B in its most recent fiscal year, with tastytrade contributing a significant portion through its US retail trading operations.
- **Notable Investors/Partners**: Parent company IG Group Holdings (publicly traded on the LSE). tastytrade is a member of SIPC, providing up to $500,000 coverage.
- **Growth Signals**: Continued expansion of product offerings (including cryptocurrency and futures on micro futures), strong brand recognition in the options trading community, and a thriving office culture in Chicago's West Loop tech hub.

## Competitive Advantages
- **Transparent, Capped Pricing**: A clear, simple commission structure with no hidden fees, subscriptions, or account minimums. Options commissions are capped at $10 per leg, making it attractive for active traders.
- **Trader-First Philosophy**: The company was built by and for traders (founder Tom Sosnoff is a former pit trader), creating deep product empathy and specialized tools for probability-based trading.
- **Integrated Education & Media**: The tastytrade network provides free, high-quality education and live market analysis, building a loyal community and reducing churn.
- **Flat Organizational Structure**: A deliberate flat hierarchy that promotes collaboration, transparency, and reduced bureaucracy, directly impacting speed of innovation and employee satisfaction. [greenhouse.io](https://job-boards.greenhouse.io/tastytrade)

## Strategic Focus
- **Product Innovation**: Continuously improving the trading platform with new features, better analytics, and expanded asset classes (futures, crypto, micro futures).
- **Customer Education & Retention**: Leveraging the media network to empower traders and increase lifetime value through education rather than marketing spend.
- **Talent & Culture**: Investing in a strong, collaborative office culture in Chicago's West Loop, with a hybrid work model and a focus on employee development.
- **Regulatory Compliance & Security**: Maintaining robust security and compliance as a SIPC member firm while scaling the business.

## Why Work Here
- **Culture & Values**: The company emphasizes a flat structure, innovation, transparency, and collaboration. Core values include being "Innovative" and "trailblazers in the industry." [tastytrade.com](https://tastytrade.com/careers/)
- **Work Model**: Hybrid model with teams in the office 3-5 days per week, depending on team and project needs. In-person collaboration is highly valued. [tastytrade.com](https://tastytrade.com/careers/life-at-tastytrade/)
- **Office Location**: Headquarters at 1330 W Fulton St. in Chicago's vibrant West Loop/Fulton Market District, a major tech and dining hub. Easily accessible via CTA (Green/Pink/Blue lines), Metra shuttle, and with bike storage. [tastytrade.com](https://tastytrade.com/careers/life-at-tastytrade/)
- **Benefits & Perks**: Generous PTO, paid holidays (all market holidays off), 401(k) with company match, 3 medical plan choices, dental & vision, generous parental leave, disability leave & insurance, commuter benefits, pet insurance, wellness/mental health programs, performance bonuses, subsidized engineering training program, stock purchase options, gym membership reimbursement, charitable donation matching, healthcare FSA, two paid volunteer days off, daily catered lunch, fully-stocked kitchen, and onsite gym. [tastytrade.com](https://tastytrade.com/careers/life-at-tastytrade/)
- **Engineering Focus**: Engineering team may use HackerRank or technical assessments as part of a streamlined 1-2 interview process. The flat structure fosters ownership and independence.
- **Diversity & Inclusion**: Stated commitment to diverse voices and perspectives, with active participation in community charities (e.g., Lurie Children's Corporate Cup, Letters to Santa). [tastytrade.com](https://tastytrade.com/careers/)

## Sources
1. [tastytrade.com - Careers](https://tastytrade.com/careers/)
2. [tastytrade.com - Life at tastytrade](https://tastytrade.com/careers/life-at-tastytrade/)
3. [greenhouse.io - Jobs at tastytrade](https://job-boards.greenhouse.io/tastytrade)
4. [tastytrade.com - Pricing & Platform](https://tastytrade.com/)
5. [tastytrade.com - About Us](https://tastytrade.com/about-us/)

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