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Senior Institutional Trading Specialist

Quick Facts

Chicago, Illinois ID# 2018-18503 Regular Full-Time Second Level Professional


As an Institutional Specialty Trading representative, you will be responsible for servicing all Veo & thinkpipes trade/allocation issues for advisors and their customers. These include, but are not limited to: futures, equity, mutual fund and option trades, as well as servicing all thinkpipes technology issues, and other service items.


  • Direct Client interface through the reception of inbound calls from TD Ameritrade's RIA clients
  • Process equity, option, mutual fund, and Futures orders received via phone, fax
  • Review and resolve any trade and/or allocation issues that result from Veo, thinkpipes, thinkorswim and/or Fix
  • Process advisor error corrections
  • Process dollar cost averaging (systematic) instructions faxed in by advisors and clients
  • Review and process liquidate and transfer instructions
  • Process foreign, complex option orders and not held trades for advisors and work directly with market centers to ensure proper execution
  • Assist with navigating and troubleshooting technology issues on thinkpipes
  • Provide instructional WebEx demonstrations to Institutional Advisors on thinkpipes and thinkorswim
  • Execute outbound calls to drive new users to the thinkpipes software
  • Review and critique new software builds both pre and post release to check for issues and generate new ideas for future functionality
  • Assist with the downloading and configuration of the thinkpipes software for new advisors to thinkpipes


  • Bachelors degree
  • 2-3 years of industry and customer service
  • Series 7, 63 and 3 Licensed
  • 3 years of previous experience handling options and futures trades
  • Outstanding communication and listening skills
  • Capable of quickly building good rapport with prospects and clients, assessing their needs and presenting features and benefits of TD Ameritrade's products and services
  • The ability to work independently with a high degree of quality
  • Proficiency in Microsoft Word, Excel and Outlook required
  • Must be self-motivated and client service oriented
  • Must be able to prioritize tasks and work well under pressure while remaining focused
  • Strong knowledge of securities regulations, basic corporate actions and reorganization items and market mechanics
  • Experience with stock, option and mutual fund trading
  • Experience using thinkorswim and/or thinkorswim admin a plus
  • Military education or experience may be considered in lieu of civilian requirements listed

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2018 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time

    Graphic 2 people
  • 350+Branches
    in 49 States

    Graphic 2 people
  • 18,380 Hours Volunteered to
    Community Programs in 2017

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