Business Development Representative at Vestmark, Inc.

At Vestmark, we are dedicated to shaping the future of wealth management technology. As a primary provider of solutions that empower financial institutions and advisors to manage and trade client portfolios through our specialized SaaS ecosystem, we currently support over 5 million accounts and manage more than $2 trillion in assets. We serve as a trusted partner to some of the most prominent organizations in the industry, and we are looking for passionate individuals to help us continue this growth.

The role

We are looking for a Business Development Representative to join our expanding sales team on a full-time, remote basis. This is a mid-level position, ideal for a professional with at least 24 months of experience who is ready to advance their career within a high-growth fintech environment. You will play a vital role in driving the adoption of our tax-optimized UMA platform and sub-advisory services within the RIA channel.

Core responsibilities

• Proactively reach out to RIA prospects through phone, email, and virtual meetings to introduce our platform solutions and generate qualified business opportunities.
• Manage and maintain an accurate sales pipeline within Salesforce, ensuring all outreach activities are tracked and follow-through is consistent.
• Collaborate cross-functionally with our marketing and product teams to share market intelligence, prospect feedback, and competitive insights that help refine our go-to-market strategy.

Skills and experience

To be successful in this role, you should possess a blend of financial services knowledge and a proactive, consultative sales approach. We are looking for the following qualifications:

• A bachelor's degree or equivalent professional experience.
• 3 to 5 years of experience in a client-facing or sales support role within the financial services sector, such as internal wholesaling or sales desk work at a TAMP, asset management firm, or wealth management platform.
• A strong understanding of the RIA channel and how independent advisors evaluate investment solutions.
• Proficiency with CRM tools, specifically Salesforce, to manage territories and prospect lists effectively.
• Excellent communication skills and a phone-first mentality, with the ability to engage contacts confidently and professionally.
• A collaborative spirit and the ability to thrive in a matrixed team environment.

Compensation and benefits

The salary range for this position is $85,000 to $110,000 USD. We take a market-based approach to ensure our compensation is competitive, and final offers are determined by your specific skills, experience, and qualifications. Our total rewards package includes:

• Equity-based grants for all new hires.
• Company-paid medical premiums at 90 percent.
• A competitive paid time off program.
• The flexibility of a remote work environment.

How to apply

If you are a driven professional with a background in financial distribution and a desire to make an impact in the fintech space, we would love to hear from you. Please submit your application to be considered for this opportunity to join our team and help us drive the next phase of innovation in wealth management.