Business Development Representative – RIA Channel

🕒 Julho 6

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $85.000 - $110.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Desenvolvimento de Negócios (BDR)

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Vestmark

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2001

💼 Consultoria

⚖️ Jurídico

📦 Logística

💰 $11.700.000 Venture Round em 2017-10

Consulting • Legal • Logistics

A Vestmark é uma empresa que fornece soluções inovadoras de SaaS para gestão de patrimônio. Sua plataforma principal, Vestmark ONE, oferece uma solução de conta gerenciada unificada (UMA) que simplifica a construção e gestão de portfólios. A plataforma é projetada para corretores, gestores de ativos, bancos e assessores de investimento registrados (RIAs), permitindo que eles ofereçam soluções de investimento personalizadas em larga escala. Os serviços da Vestmark incluem análise de portfólio, negociações avançadas, rebalanceamento, negociações sensíveis a impostos, compliance e gestão de risco. A empresa também oferece serviços terceirizados e um marketplace de gestores, facilitando uma gestão de portfólio eficiente e melhores resultados para investidores. Com mais de US$ 1,5 trilhão em ativos na plataforma e apoiando mais de 72. 000 assessores financeiros, a Vestmark é líder no espaço de tecnologia para gestão de patrimônio, sendo continuamente reconhecida por inovação e excelência.

Descrição

• Proactively engage RIA prospects and distribution contacts through outbound phone, email, and virtual outreach to introduce Vestmark's platform solutions and generate qualified opportunities. • Support senior Business Development professionals by managing a defined territory or prospect list, scheduling meetings, and preparing materials for advisor-facing conversations and partner firm introductions • Build and maintain relationships with RIA home office contacts, field distribution representatives, and independent advisors through consistent, value-driven touchpoints • Leverage Vestmark's thought leadership, market insights, and platform capabilities to educate prospective clients on industry trends, tax-managed investing, and the operational advantages of a unified managed account (UMA) approach • Maintain an active and accurate pipeline in Salesforce, logging all outreach activity, tracking engagement, and surfacing opportunities • Coordinate and participate in virtual and in-person meetings, regional events, and webinars to support partner engagement and Vestmark brand visibility within the RIA channel • Partner cross-functionally with Marketing to stay current on messaging, collateral, and campaign initiatives, ensuring outreach is timely and aligned with go-to-market priorities • Act as a feedback loop internally, sharing prospect objections, competitive intelligence, and market trends with Product, Marketing, and Sales leadership to inform strategy

🎯 Requisitos

• Bachelor's degree required or relevant experience • 3-5 years of experience in financial services in a client-facing, distribution, or sales support role — including internal wholesaling, hybrid wholesaling, or sales desk experience at an asset management firm, TAMP, or wealth management platform • Demonstrated familiarity with the RIA channel, including how independent advisors evaluate and adopt managed account platforms and investment solutions • Strong verbal and written communication skills with the ability to engage advisors and home office contacts credibly and confidently • 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

🏖️ Benefícios

• equity-based grants for all new hires • company-paid medical premiums of 90% • competitive time-off program • other variable compensation, if eligible