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Full-timeDescription
The Company:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral. Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc.
5000 Honor Roll 8x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
The Position:
As a member of the BDR team, coupled with our award-winning marketing team, you’ll be the driving force behind YCharts’ sales success – and you’ll reap the rewards. If you like the fintech/financial services industry, enjoy sales, and are competitive by nature, we really want to talk to you!
What You’ll Be Doing:
- Generate and qualify leads through phone/email outreach
- Connect qualified prospects with Account Executives
- Guide prospects through the sales process
- Participate in weekly team meetings and training
Desired Qualifications and Skills:
- Sales experience with cold/warm calling
- Fintech or financial advisory industry knowledge preferred
- Energetic, outgoing, and friendly demeanor with a genuine desire to impress and delight
- Strong drive and attention to detail
- Bachelor's degree in Finance, Business, Economics, or related field
Compensation:
- Base Salary: $55,000
- OTE: $75,750
- 5% Discretionary annual SMART bonus
- Uncapped commission pay
Why YCharts?
- Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
- Collaborative and inclusive work environment that encourages creativity and innovation.
Awards and Accolades:
- 8x Inc. 5000 “Fastest Growing Companies”
- American Banker's "Best Fintechs to Work For"
- Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
- Inc.’s “Best Places to Work”
- Inc.’s “Top Regionals: Midwest”
- Crain's "Best Places to Work in Chicago"
- InvestmentNews' "Biggest Fintech Innovations"
- Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
- Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
- Business Intelligent Group’s “Best Places to Work”
- Hired’s “Top Employers Winning Tech Talent”
- 2024 EBN Best HR Teams in America
Perks & Rec:
- 100% employer-paid medical, dental & vision
- Flexible Spending Accounts
- 401(k) match
- 18+ vacation days, sick days & celebration day
- Hybrid schedule (2 office days initially, 1 day after 90 days)
- Paid parental leave
- Professional development stipend
- Employee resource groups
- Summer hours— we head out early during the warm months!
In-Office Perks:
Modern River North office with:
- Weekly lunch credits
- Premium beverages
- Team activities
- Regular company events
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
