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Senior Retail Trading Specialist

Quick Facts

Chicago, Illinois ID# 2018-15343 Regular Full-Time Second Level Professional


**Candidates need to be able to work Sunday-Thursday 2:30-11:00**


This position involves directly servicing TD Ameritrade’s highest revenue-generating, most sophisticated retail active trader clients. Senior specialists handle inbound and outbound calls, and inbound chats, in a fast-paced, market-sensitive environment, which requires the ability to multitask in handling multiple clients simultaneously. Duties include client and firm risk analysis and management, position consultation, relationship building and management,  order entry, software tutorials, mentorship of clients through education on our most complex strategies and products, and gathering assets through negotiation, education, and cross-sell opportunities.

This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools  trader clients use to make them a more sophisticated,  successful and self-directed investor.  This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but also the entirety of Trader as well as internals partners in Retail Sales, Trader Group, Investor Services, RSO and Marketing. 


  • Provide direct, real-time trader support to the firm’s most sophisticated segment of Retail Distribution which generates substantial revenue for the firm
  • Master and teach the firms most complex trading platforms (including but not limited to: Thinkorswim, Mobile Trader, and TradeArchitect) to help clients harness and maximize TDA technology. Use and teach Thinkscript programing technology.
  • Analyze and interpret client positions and market conditions to proactively present advantages and disadvantages of various strategies to find best solutions for clients
  • Utilize trading experience  to coach clients on best market practices which includes efficient order execution and complicated product characteristics, empowering them as self-directed traders
  • Mentor clients and convey margin rules and calculations on large, complex derivative (options, futures, options on futures) position and risk management
  • Perform multiple tasks at one time, to serve multiple demanding trader clients and associates simultaneously to create a superior client experience
  • Proactively identify gaps in client knowledge to prevent or limit future client losses, enhancing their confidence and profit potential, and generating high client retention in the Trader segment
  • Serve as consultant and resource to CNRS, Office of the President, Trading Specialists , EM/PR teams, and Resource Desk on all matters related to the markets and derivatives trading, including de-escalation of verbal and written complaints.
  • Present clients with a single point of contact by owning, researching, and solving elaborate and unique trading and non-trading issues
  • Identify best trading tools to suit client’s style and strategy and deliver unparalleled education
  • Portfolio Margin Support – subject matter expert in portfolio margin and support of risk based margin account specific information.
  • Leverage industry knowledge and platform expertise to deliver well-positioned leads to branches, Investools, and ATBD partners
  • Influence and close business for Investment Consultants by presenting self-directed active trader clients and prospects with industry standard for market understanding
  • Close ‘other’ business that is not counted through the current referral process – self-identified, fully engaged clients that work solely with trader reps
  • 1 to Many support: Enhance our education offerings and support marketing initiatives through teaching of derivatives strategies in daily chat room programs, road shows, and webcasts attended by hundreds of active trader clients and prospects
  • Support tos Singapore clients, cover urgent option expiration sell outs for TDA risk team, and test offer trader insight for new product releases


  • Bachelors Degree
  • Minimum five years trading floor experience as market maker or broker and/or equivalent level of knowledge of securities industry and derivatives trading
  • Extensive knowledge of FINRA sanctioned trading rules, TD Ameritrade Brokerage's internal trading policies and procedures, TD Ameritrade Clearing's functions
  • Professional trader level of expertise in equities, complex option strategy and risk, portfolio margin, futures, forex, market structure and a detailed knowledge of the securities industry and capital markets.
  • Displays the confidence, skill and professionalism demanded by active traders to resolve time-sensitive, and possible costly issues in a manner that strengthens the client relationship and mitigates risk for the firm
  • Must have necessary sense of urgency, ability to multi task in serving multiple clients at one time, and strong judgment and prioritization skills
  • Must possess excellent  oral and written communication skills
  • Ability to teach relate complex concepts to clients and associates of varying levels of expertise
  • Series 7, 63 (or equivalent), and 3 required with registration in all 50 states.
  • Series 34 preferred.
  • Series 4 and 24 a plus
  • Military education or experience may be considered in lieu of civilian requirements listed

employee referral ID:ISRP

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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.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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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.

  • 5,900 Full-time

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