Vestmark logo
Vestmark

Innovating Wealth Technology

Business Development Representative – RIA Channel

Business Development RepBusiness Development RepFull TimeRemoteSeniorTeam 201-500Since 2001H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

$85K - $110K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Business Development Representative – RIA Channel

Vestmark

• 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

Job 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

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