Company Name: tastytrade

Role: Trade Desk Representative, 24/7 Coverage

Location: Initially on-site and may be hybrid/remote based on experience

Reports to: Trade Desk Team Lead

Licensure Required: FINRA Series 7, 63, and 3 Certified

As a Trade Desk Representative, 24/7 Coverage at tastytrade, you will provide essential 24-hour trading support and risk

monitoring for tastytrade customers during US market overnight hours and over the weekend. You will serve as the key weekend-day,

swing, or overnight presence for 24-hour-traded products such as futures, futures options, SPX (GTH) index options, event

contracts, and more. This role consists of a 4-day work week consisting of two 8-hour shifts during the week and two 12-hour

shifts on the weekend. You must be comfortable working independently and handling positions or order-related inquiries, resolving

trade disputes, reviewing customer risk, conducting customer risk callouts during risk events, and serving as the main point of

contact for urgent customer issues during the shift. This role requires a deep understanding of the supported products, strong

problem-solving skills under pressure, and the ability to make sound, independent decisions in a fast-paced environment.

What you'll do:

Trading Support & Execution

Provide support for all 24-hour and weekend-eligible instruments, including, but not limited to, outright futures, futures

options, 24-hour stock trading, event contracts, GTH broad-based index options, and much more

Resolve trade disputes, execution errors, and order entry issues that occur during weekend/overnight trading sessions
Analyze all customer positions and understand the potential risk involved
Work with customers to identify their needs as self-directed investors and provide timely solutions, especially during risk

events

Provide friendly, accurate, and efficient support via phone, email, or chat channels

Risk Monitoring & Customer Protection

Monitor customer account risk exposures during weekend and overnight trading sessions on all supported products, identifying

accounts approaching or exceeding margin requirements

Perform proactive callouts to customers with potentially excessive risk or exposure from overnight risk events

(company-specific news, economic data, geopolitical developments, futures market moves)

Assist customers with managing excessive risk from overnight events, discussing position adjustments, hedging methods, or risk

reduction options

Conduct real-time firm risk surveillance during overnight hours, monitoring for concentrated positions, unusual activity, or

systemic risk concerns

Escalate critical risk situations to the tastytrade Margin and Risk team, providing detailed analysis and recommendations
Track and report unusual trading activity, account movements, or potential fraudulent behavior detected during

overnight/weekend hours

Monitor overnight futures market volatility and liquidity conditions that may affect customer positions or firm risk

Platform Support & Technical Assistance

Assist customers with account management questions, including deposits, withdrawals, crypto transfer requests, and

platform/account settings during overnight hours

Provide guidance on platform functionality across desktop, web, and mobile applications for overnight traders
Troubleshoot order entry issues, platform connectivity problems, and technical difficulties during overnight sessions
Educate customers on all 24-hour and weekend-eligible instruments regarding trading mechanics, margin requirements and

methodologies, and risk management best practices

Escalate technical issues to Engineering or Technical Support teams, providing detailed documentation of customer problems

Operations & Incident Management

Serve as the primary point of contact for urgent customer issues during US overnight/early morning hours
Properly triage cases by coordinating with the US day-shift Margin & Risk teams on risk-related issues, providing detailed

transition reports on overnight developments

Document overnight incidents, customer escalations, and operational issues with thorough detail for the following shift or

day-shift follow-up

Provide detailed shift handoff reports summarizing overnight trading activity, risk events, customer issues, and action items
Contribute to the continuous improvement of overnight operations procedures, workflows, and customer communication protocols
Monitor overnight system performance and coordinate with Technology teams on platform issues or outages

Cross-Functional Collaboration

Collaborate with Margin and Risk team on customer risk events
Coordinate with the Compliance/Fraud team on overnight trading surveillance alerts or suspicious activity
Work with the Banking team on overnight funding requests, wire transfers, or withdrawal issues requiring expedited processing,

especially any incoming transfers from customers experiencing a margin deficit

Work with reviewing, approving, and rejecting crypto wallets, including processing crypto deposits and withdrawals
Partner with the Engineering team to report platform bugs, execution issues, or system enhancements identified during overnight

operations

Independent Decision-Making & Problem Solving

Work independently with minimal supervision during overnight hours when senior leadership is unavailable
Make sound decisions on customer requests, risk situations, and operational matters using established policies and best

judgment

Exercise discretion on when to escalate issues versus handling independently based on severity and complexity
Manage high-stress situations calmly and professionally, including upset customers, market volatility, and risk events

Who you are:

Experience & Credentials

FINRA SIE, Series 7, 63, and 3 Certified
Minimum 3-5 years of experience in high-volume customer service, trading operations, or a trade desk role
At least 3-5 years of hands-on experience with options, futures, and futures options trading
Previous experience in overnight or off-hours trading operations is a plus
Proven track record working independently with minimal supervision in fast-paced environments
Commitment to a minimum of one year in an overnight shift before potential transition to a day-shift role

Product & Trading Knowledge

Deep understanding of futures and futures options execution mechanics, pricing, and market structure
Strong knowledge of options pricing models and determining exposure using Greeks
Experience with exchange-traded derivatives across multiple asset classes (equity index, commodities, rates, currencies)
Familiarity with extended hours stock trading, including pre-market, 24-hour, and after-hours sessions
Understanding of Regulation T and portfolio margin account risk methodologies
Knowledge of futures contract specifications, margin requirements, settlement procedures, and SPAN margin methodologies

Risk Management Expertise

Strong risk management skills with the ability to identify and assess customer account risk exposures using the in-house risk

screener (Sentinel)

Experience conducting customer risk callouts and discussing risk-reducing position adjustments in high-stress situations
Understanding of margin calculations, liquidation priorities, and portfolio risk metrics
Ability to analyze overnight risk events and their potential impact on customer positions
Familiarity with firm risk surveillance and unusual activity detection

Communication & Interpersonal Skills

Strong interpersonal skills with the ability to build rapport and trust with customers during overnight or weekend hours
Excellent written and verbal communication skills across multiple channels (phone, email, chat)
Ability to explain complex derivatives and risk concepts clearly to customers with varying experience levels
Diplomatic approach when delivering difficult messages (margin calls, position liquidations, risk concerns)
Strong documentation skills for detailed shift handoff reports and incident summaries
Effective in customer interactions, especially in high-stress or volatile market environments

Technical & Operational Skills

Extremely proficient with technology platforms, including Salesforce, Slack, Microsoft Teams, and Microsoft products
Ability to multitask effectively in a fast-paced environment with multiple customer inquiries simultaneously
Strong problem-solving abilities under pressure with limited resources and support during overnight hours
Excellent attention to detail for trade execution accuracy and risk monitoring
Comfortable troubleshooting technical issues and coordinating with support teams remotely

Company Perks + 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

Salary Range: $90,000 - $95,000

The actual salary offered will be based on the candidate's level of experience and qualifications

Discretionary performance bonus: 8-11% of base salary based on individual and company performance

About IGNA + tasty

IG North America is home to tastytrade, tastylive, tastyfx, and tastycrypto—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. tastycrypto provides self-custody digital wallets for decentralized finance.

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!

Roll

Trade Desk Representative, 24/7 Coverage

Kategori

Other

Plats

Chicago, Illinois

Publicerad

29 juli

Sista ansökningsdag

29 augusti

Källa

Arbetsgivarens hemsida

Taggar för det här jobbet

Other

Liknande jobb

Senior Business Development Representative , Austin TX

Aerospike•Austin, TX

Aerospike is the real-time database for mission-critical use cases and workloads, including machine learning, generative, and agentic AI. Aerospike powers millions of transactions per second with millisecond latency, at a fraction of the total cost of ownership compared to other databases. Global leaders, including Adobe, Airtel, Barclays, Criteo, DBS Bank, Experian, Grab, HDFC Bank, PayPal, Sony Interactive Entertainment, The Trade Desk, and Wayfair, rely on Aerospike for customer 360, fraud detection, real-time bidding, profile stores, recommendation engines, and other use cases. At Aerospike, we dream big and deliver even bigger. Our mission is to unleash the power of the world’s real-time data with a database built for infinite scale, speed, and sustainability. If you're ready to shape the future of data, join us. We are seeking an experienced, strategic, and high-performing Business Development Representative (BDR) to drive revenue and pipeline across the North American market. You thrive in a fast-paced environment and bring a relentless, high-performance mindset to every quarter. While you will partner closely with marketing to capitalize on inbound demand, your true energy comes from building a robust pipeline from cold lists and uncovering untapped opportunities through strategic Account-Based outbounding. We sell to the elite engineers architecting demanding systems, and your mission is to get a seat at the table with them before our competitors even know a deal exists. You won't just be pitching a product; you’ll be leading with value selling, deeply understanding their technical bottlenecks and business objectives. You will expertly multithread into accounts, navigating from engineering leads up to C-level executives to assemble the full buying committee. WHAT YOU’LL DO * Strategic Pipeline Development: This is the core of the role. Generate a consistent, growing flow of qualified opportunities within your defined territory. You will work hand-in-hand with regional Account Executives (AEs) on territory planning and account mapping, running weekly syncs to align on target accounts and ensure your meetings convert to real revenue potential. * Execute Multi-Touch Cadences: Leverage AI and advanced research to map out the buying committee (from Lead Engineers to VPs of Data and Chief Architects). You break through the noise with highly personalized, multi-touch cadences across cold calls, emails, and LinkedIn. * Partner with Marketing & Demand Gen: Collaborate with Field Marketing to capitalize on event follow-ups and targeted campaigns. Engage closely with Demand Generation to action MQLs and AI-scored intent signals, ensuring rigorous qualification so no opportunity slips through the cracks. * Speak the Prospect's Language: Engage credibly on architecture, latency, scale, throughput, and cost. You will elevate every conversation by translating these deep technical concepts into undeniable business impact. * Drive Market Intelligence: Facilitate feedback loops with Marketing, Product, and Sales Leadership. Share real-time insights from the field regarding messaging effectiveness, prospect objections, product-market fit, and emerging market trends. * Maintain Operational Excellence: Drive a high-velocity, account-based outreach strategy. You manage your pipeline with rigor, keeping Salesforce records complete, timely, and accurate, while demonstrating elite professionalism and autonomous ownership over your book of business. WHO YOU ARE * Proven Technical BDR: 2+ years of outbound pipeline generation experience. Selling into the database, data infrastructure, cloud, or developer tools space is highly preferred, backed by a track record of consistently meeting and exceeding quotas. * AI-Augmented Operator: You embrace the future of sales. You actively use generative AI tools (ChatGPT, Claude, etc.) to research accounts faster, scale your personalization, and work smarter than the competition. * A Genuine Hunter: You know how to capture the attention of a Director, VP of Engineering, or C-level executive. You speak confidently as a peer and advisor, driving authentic, high-value conversations. * Fearless Communicator: Strong on the phone and exceptionally quick on your feet. You don't freeze at objections; you use curiosity to turn them into the next high-value discovery question. * Sharp & Strategic Writer: Your outreach is concise, hyper-personalized, and impossible to ignore. You know how to write pattern-breaking copy that elite engineers actually read and respond to. * Fiercely Competitive & Collaborative: You are self-driven, set your own relentless pace, and hold yourself to the highest standards, but you also know how to act as a multiplier for your AEs and Marketing partners. YOUR MODERN, AI-AUGMENTED TECH STACK We care more about your workflow mastery than specific tool lock-in. You understand how to leverage a modern outbound engine to hunt efficiently and personalize at scale: * CRM: Salesforce * Sales Engagement: Gong Engage (or Outreach, Salesloft, etc.) * Conversation Intelligence: Gong * Research & AI: LinkedIn Sales Navigator, ZoomInfo, plus advanced fluency in prompting AI for account research and copywriting. HOW WE MEASURE YOU Qualified meetings booked, pipeline generated, and conversion into real opportunities. It is simple on purpose. We hire people who want to be a critical engine for the sales team, making a real, material impact on pipeline and revenue. Aerospike is an Equal Opportunity Employer. We are committed to providing an environment free from discrimination on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law Salary Range for Applicants: $90,000 - $120,000 (actual compensation will be determined based on experience, location, and other factors permitted by law). To keep our recruitment pipeline as high-performance as our database, Aerospike uses AI-driven tools to streamline resume reviews, scheduling, and communication. While we love smart tech, we value human connection even more. AI helps us optimize the process, but real people make 100% of the actual hiring decisions.

Sista ansökan: 22 aug.Publicerad: 22 juli

Other

Customer Experience Representative, Advanced Services

Robinhood•Chicago

JOIN US IN BUILDING THE FUTURE OF FINANCE. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. ABOUT THE TEAM + ROLE Robinhood's Customer Experience team is committed to providing an outstanding customer experience. In your role as an Advanced Services Representative, you will be empowered to help our customers with some of their most complex issues. In particular, your work will focus primarily on options trading and margin related issues experienced by our fast-growing customers. Your job is not only to help our customers with the issues they encounter, but empower them to learn and grow as traders. You will also play a critical role in providing feedback to business partners that help further enhance our product and platform, improving the customer experience. As an Advanced Services Representative, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your mission will be to solve customer issues efficiently and effectively. Self-starters who spot and solve problems thrive at Robinhood, and you'll have a special role as the voice of our customers. SHIFTS ACTIVELY RECRUITING FOR BY MOST NEEDED: * Remote-Overnights * In-office Day Shift * Remote- Mid Shift This role is based in our Chicago, IL, Denver, CO, and Westlake, TX offices, with in-person attendance expected 5 days per week during the 9-week onboarding period. After onboarding, in-person attendance is expected at least 3 days a week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. Applications for this role will be accepted through ongoing. Please connect with your recruiter for more information about this role’s application window. WHAT YOU’LL DO * Support key initiatives aimed at improving customer experience metrics (ASAT, QA) by collaborating with cross-functional teams. * Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction. * Develop subject matter expertise in areas such as Options and Margin trading to effectively handle and resolve technical customer queries. * Utilize customer insights and data analytics to identify trends, escalate findings, and propose customer-centric solutions. * Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness. * Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance. * Engage in continuous learning and actively participate in team-driven process improvements. * Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging strong derivatives and risk management expertise WHAT YOU BRING * 3+ years of customer experience within financial services, including at least 1 year working in an active trader role or on a trade desk. * Active Series 7 & 63 * Series 3 required in first 120 days. * Bonus if you have Series 4 * Demonstrated ability to collaborate with cross-functional teams (Product, Compliance, Engineering) to enhance product functionality and customer satisfaction. * Proven track record of effectively handling escalated customers and successfully de-escalating them * Familiarity with support platforms and CRM tools (e.g. Salesforce) * Enthusiasm for financial markets, trading platforms, and fintech innovations. WHAT WE OFFER * Challenging, high-impact work to grow your career * Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching * Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents * Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more * Employer-paid life & disability insurance, fertility benefits, and mental health benefits * Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! * Exceptional office experience with catered meals, events, and comfortable workspaces. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected hourly range for this role is based on the location where the work will be performed and is aligned to one of 2 compensation zones. This role is also eligible to participate in a Robinhood bonus plan. Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $34—$40 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $33.15—$39 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Sista ansökan: 16 aug.Publicerad: 10 juli

Kundtjänstpersonal

Customer Experience Representative, Active Trader

Robinhood•Chicago

JOIN US IN BUILDING THE FUTURE OF FINANCE. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. ABOUT THE TEAM + ROLE Robinhood's Customer Experience team is committed to providing an outstanding customer experience. In your role as an Advanced Services Representative, you will be empowered to help our customers with some of their most complex issues. In particular, your work will focus primarily on options trading and margin related issues experienced by our fast-growing customers. Your job is not only to help our customers with the issues they encounter, but empower them to learn and grow as traders. You will also play a critical role in providing feedback to business partners that help further enhance our product and platform, improving the customer experience. As an Advanced Services Representative, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your mission will be to solve customer issues efficiently and effectively. Self-starters who spot and solve problems thrive at Robinhood, and you'll have a special role as the voice of our customers. SHIFTS ACTIVELY RECRUITING FOR BY MOST NEEDED: * Remote-Overnights * In-office Day Shift * Remote- Mid Shift This role is based in our Chicago, IL, Denver, CO, and Westlake, TX offices, with in-person attendance expected 5 days per week during the 9-week onboarding period. After onboarding, in-person attendance is expected 3 days every week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. Applications for this role will be accepted through ongoing. Please connect with your recruiter for more information about this role’s application window. WHAT YOU’LL DO * Support key initiatives aimed at improving customer experience metrics (ASAT, QA) by collaborating with cross-functional teams. * Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction. * Develop subject matter expertise in areas such as Options and Margin trading to effectively handle and resolve technical customer queries. * Utilize customer insights and data analytics to identify trends, escalate findings, and propose customer-centric solutions. * Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness. * Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance. * Engage in continuous learning and actively participate in team-driven process improvements. * Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging strong derivatives and risk management expertise WHAT YOU BRING * 1+ years of customer experience within financial services, with interest in working with active traders or on a trade desk. * Willingness to learn options and margins * Active Series 7 & 63 * Series 3 required in the first 120 days * Demonstrated ability to collaborate with cross-functional teams (Product, Compliance, Engineering) to enhance product functionality and customer satisfaction. * Proven track record of effectively handling escalated customers and successfully de-escalating them * Familiarity with support platforms and CRM tools (e.g. Salesforce) * Enthusiasm for financial markets, trading platforms, and fintech innovations. WHAT WE OFFER * Challenging, high-impact work to grow your career * Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching * Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents * Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more * Employer-paid life & disability insurance, fertility benefits, and mental health benefits * Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! * Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $28.10—$34.50 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $28.10—$34.50 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $27.20—$33.45 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Sista ansökan: 16 aug.Publicerad: 13 juli

Kundtjänstpersonal