Business Development Representative – RIA Channel

This is a fully remote position, open to applicants in United States.

📋 Description

• Actively engage with RIA prospects and distribution contacts through proactive outreach via phone, email, and virtual channels to introduce Vestmark's platform solutions and create qualified opportunities.

• Assist senior Business Development professionals by managing a specific territory or prospect list, arranging meetings, and preparing materials for discussions with advisors and introductions to partner firms.

• Develop and sustain relationships with RIA home office contacts, field distribution representatives, and independent advisors through regular, value-oriented interactions.

• Utilize Vestmark's thought leadership, market insights, and platform capabilities to inform prospective clients about industry trends, tax-managed investing, and the operational benefits of a unified managed account (UMA) strategy.

• Keep an up-to-date and precise pipeline in Salesforce, documenting all outreach efforts, monitoring engagement, and identifying opportunities.

• Organize and take part in virtual and in-person meetings, regional events, and webinars to enhance partner engagement and promote the Vestmark brand within the RIA sector.

• Collaborate with Marketing to remain updated on messaging, collateral, and campaign initiatives, ensuring outreach is timely and aligned with go-to-market strategies.

• Serve as an internal feedback channel, relaying prospect objections, competitive insights, and market trends to Product, Marketing, and Sales leadership to guide strategic decisions.

⛳️ Requirements

• A Bachelor's degree is required or equivalent relevant experience.

• 3-5 years of experience in financial services in a client-facing, distribution, or sales support role — this includes internal wholesaling, hybrid wholesaling, or sales desk experience within an asset management firm, TAMP, or wealth management platform.

• Proven understanding of the RIA channel, including how independent advisors assess and select managed account platforms and investment solutions.

• Excellent verbal and written communication skills, with the ability to engage advisors and home office contacts in a credible and confident manner.

• A proactive, phone-centric approach — comfortable with making a high volume of outbound calls and leading virtual meetings with a polished, consultative style.

• Familiarity with CRM systems (Salesforce preferred) to manage pipelines, log activities, and track follow-up actions.

• Naturally collaborative, able to work efficiently within a matrixed, cross-functional team environment.

• Highly organized, detail-oriented, and capable of managing a significant volume of outreach across multiple prospect relationships at once.

🏝️ Benefits

• Equity-based grants for all new hires.

• Company-paid medical premiums covering 90%.

• Competitive time-off program.

• Additional variable compensation, if eligible.