Vestmark, Inc.
Business Development Representative (RIA Channel)
United States (Remote)
Sponsorship not specifiedDetected 16 days ago
SalesforceCRMSalesBusiness DevelopmentOutbound SalesLeadershipCommunication
About the role
- This is an ideal opportunity for a driven, client-facing professional with an internal or hybrid wholesaling background who is eager to take the next step in their career at a high-growth fintech company.
- You will bring your wholesaling instincts - high call volume, consultative engagement, and channel fluency - to a role that sits at the intersection of financial technology and distribution.
Nice to have
- Proactively engage RIA prospects and distribution contacts through outbound phone, email, and virtual outreach to introduce Vestmark's platform solutions and generate qualified opportunities.
- Act as a feedback loop internally, sharing prospect objections, competitive intelligence, and market trends with Product, Marketing, and Sales leadership to inform strategy
- Bachelor's degree required or relevant experience
- Demonstrated familiarity with the RIA channel, including how independent advisors evaluate and adopt managed account platforms and investment solutions
- A proactive, phone-first mentality - comfortable making high-volume outbound calls and conducting virtual meetings with a polished, consultative approach
- Proficiency with CRM systems (Salesforce preferred) to manage pipeline, log activities, and track follow-through
- Collaborative by nature, with the ability to work effectively within a matrixed, cross-functional team environment
- Organized, detail-oriented, and capable of managing a high volume of outreach across multiple prospect relationships simultaneously
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