Business Development Representative – RIA Channel

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $85k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

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Vestmark

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

☁️ SaaS

💸 Finance

💳 Fintech

💰 $11.7M Venture Round on 2017-10

SaaS • Finance • Fintech

Vestmark is a company that provides innovative SaaS solutions for wealth management. Its flagship platform, Vestmark ONE, offers a unified managed account (UMA) solution that simplifies portfolio construction and management. The platform is designed for broker-dealers, asset managers, banks, and registered investment advisors (RIAs), enabling them to deliver customized investment solutions at scale. Vestmark's services include portfolio analytics, advanced trading, rebalancing, tax-sensitive trading, compliance, and risk management. The company also offers outsourced services and a manager marketplace, facilitating efficient portfolio management and better investor outcomes. With over $1. 5 trillion in platform assets and supporting more than 72,000 financial advisors, Vestmark is a leader in the wealth management technology space, continuously recognized for innovation and excellence.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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