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Full-timeDescriptionAt YCharts, we believe that building and executing a great investment strategy should be simple and accessible. As a leader in the rapidly evolving wealth management industry, we provide tech solutions that empower advisors and planners to scale their businesses effectively. Our cloud-based software equips investment advisors, wealth managers, asset managers, and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral. With our best-in-class software and unparalleled support, YCharts has grown from a fintech startup to a thriving company in the burgeoning "wealth-tech" space, proudly serving industry leaders such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo.
Summary:
As a member of the Business Development Representative (BDR) team, you will play a key role in driving YCharts' sales success alongside our award-winning marketing team. If you have a strong interest in fintech and financial services, enjoy sales, are naturally competitive, and work well in a collaborative environment, we’d love to hear from you.
Responsibilities:
- Identify, create, and respond to defined accounts via phone and email (inbound + outbound sales opportunities).
- Qualify interested financial advisors and introduce them to YCharts Account Executives.
- Educate prospective clients on YCharts' sales process to establish positive client relationships.
- Actively participate in weekly team meetings and training sessions
Requirements
- Prior sales training and/or experience with cold/warm calling.
- Experience in fintech or within the financial advisor community is a plus.
- A proactive, personable, and approachable demeanor with a strong focus on delivering high-quality results.
- Grit, determination, and a positive attitude, with strong attention to detail.
- Strong interpersonal and communication skills, particularly over the phone.
- Bachelor's degree in Finance, Business, Economics, or a related field a plus.
Benefits & Perks Overview:
- 100% company-paid medical insurance through BCBS, covering employees and their dependents, with an Industry Lowest Deductible
- 100% company-paid dental and vision insurance through Guardian for employees and their dependents
- Complimentary basic life and disability insurance through Guardian
- 401(k) plan with company match
- Mental and physical health resources
- Weekly in-office meal stipend
- Quarterly employee recognition awards
- Generous Paid Time Off packages
- Company-sponsored events and activities
- Annual Stipends for Professional Development and Cultural Education
Compensation:
The base salary range for this position is between $50,000 and $55,000, with eligibility for an annual SMART Goals Bonus of 5%. Commission potential is uncapped, with a projected Variable OTE ranging from $18,000 to $20,000. The final salary offered will be determined based on a variety of factors, including the candidate's qualifications, relevant experience, specialized skills, level of education, certifications or professional licenses, business needs, and prevailing market conditions.
YCharts is committed to providing equal employment opportunities to all employees and applicants. We seek to create a diverse and inclusive workforce, and we celebrate a culture of respect and inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information, military service, or any other characteristic protected by federal, state, or local laws.
This policy applies to all employment decisions, including hiring, placement, promotion, termination, compensation, training, and leaves of absence.
