Business Development Representative (RIA Channel)
VestmarkWealth Management company
United States$85,000 - $110,000 USDMid
Summit Partners
Alumni Ventures
Vestigo Ventures
Savano Capital Partners
Hub Angels
Sales & Account Management
About the role
TL;DR
Drive awareness and adoption of wealth management technology solutions within the RIA channel.
- •Vestmark is seeking a Business Development Representative to join their Sales team and drive awareness and adoption of their wealth management technology solutions within the RIA channel.
- •This role is ideal for a driven professional with wholesaling experience looking to advance their career at a high-growth fintech company.
- •Key Responsibilities Proactively engage RIA prospects through outbound outreach to generate qualified opportunities.
- •Support senior Business Development professionals by managing territories and scheduling meetings.
- •Build and maintain relationships with RIA home office contacts and independent advisors.
- •Educate prospective clients on industry trends and Vestmark's platform capabilities.
- •Maintain an accurate pipeline in Salesforce, logging all outreach activity.
- •Requirements Bachelor's degree or relevant experience. 3-5 years of experience in financial services in a client-facing, distribution, or sales support role.
- •Demonstrated familiarity with the RIA channel.
- •Strong verbal and written communication skills.
- •Proactive, phone-first mentality with a polished, consultative approach.
- •Proficiency with CRM systems (Salesforce preferred).
Required skills
SalesforceBusiness DevelopmentSalesLead GenerationPipeline ManagementMarket AnalysisCustomer ServicePythonJavaScriptSQLREST API
Nice-to-have skills
Channel SalesSales Operations
Domain expertise
fintech
Benefits & perks
Equity-based grants, Company-paid medical premiums (90%), Competitive time-off program, Variable compensation (if eligible)
Tech stack
SalesforcePythonJavaScriptSQLREST API