Premium Account Executive

Posted 19 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Build, acquire, and manage client and partner portfolios within the retail derivatives industry. The role serves premium and house clients, supports onboarding and first-time trading experiences, meets sales and service KPIs, develops business through approved marketing channels, coordinates stakeholders, prepares reports, and follows regulatory and compliance requirements.
Summary Generated by Built In

Trade Nation is looking for a Premium Account Executive (PAE) to build, develop, and maintain strong client relationships. In this role, you will be responsible for identifying, acquiring, and managing your own portfolio of Own Sourced (OS) Clients and Affiliated Clients, while delivering an exceptional level of service to one of Trade Nation’s most valuable client groups, our House Clients.

Key responsibilities: 

  • Identify and develop Own Sourced clients in accordance with company onboarding procedures; 
  • Identify, open and manage Partners; 
  • Meet specific KPIs in servicing a cohort of House Clients; 
  • Build strong relationships with Clients and Partners; 
  • Provide a high standard of service to clients and partners; 
  • Engage with and support First Time Traded (FTT) clients to ensure a positive onboarding and trading experience; 
  • Build relationships with clients and partners in line with the Company’s hospitality and compliance policies; 
  • Support business development through approved marketing and social media channels; 
  • Coordinate and work with internal and external stakeholders; 
  • Provide reports for management and key Partners; 
  • Adhere to all relevant regulatory and compliance rules; and  
  • The responsibilities listed above are not exhaustive and may evolve in line with business needs. The role holder may be required to undertake additional duties reasonably consistent with the nature and seniority of the role. 

Requirements

Key Skills: 

  • 3+ years’ experience in the retail derivatives industry 
  • 5+ years of sales experience 
  • Proven experience of regular targets being met 
  • In depth understanding of spread betting and CFDs 
  • Committed to delivering the highest possible service to clients 
  • Positive, self-motivated, KPI driven, and able to manage personal workload 
  • Experience with CRM use, preferably HubSpot 

Benefits
  • Competitive salary, and discretionary annual bonus.
  • Private healthcare.
  • Active Lifestyle allowance.
  • Annual leave above minimum entitlement.
  • Up to 3 weeks allowance to work in any location.

Skills Required

  • 3+ years of experience in the retail derivatives industry
  • 5+ years of sales experience
  • Proven experience consistently meeting regular targets
  • In-depth understanding of spread betting and CFDs
  • Commitment to delivering high-quality client service
  • Positive, self-motivated, KPI-driven, and able to manage workload independently
  • Experience using CRM software, preferably HubSpot
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The Company
HQ: London
141 Employees
Year Founded: 2020

What We Do

Helping you power up your trading since 2014. ? What makes Trade Nation stand out from the crowd? Well, we could say a decade of infusing our products with a relentless drive, unwavering passion, and boundless pride. Or, our unparalleled expertise in spread betting and CFD trading with a management team boasting 200+ years of collective industry experience. Maybe it’s our belief that trading should be accessible to all and how we embrace those who champion this vision with us. Or the high standards we set for excellence and value, creating an environment where new and seasoned traders can thrive. We think it’s all of the above. ?? Financial spread trading comes with a high risk of losing money rapidly due to leverage. 74.1% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how spread trading works and whether you can afford to take the high risk of losing your money. Trade Nation is a trading name of Trade Nation Financial UK Ltd a financial services company registered in England and Wales under company number 07073413, and authorised and regulated by the Financial Conduct Authority under firm reference number 525164.

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