Business Development Representative – RIA Channel

Vestmark

Business Development Representative working with RIA channel to promote Vestmark's wealth management solutions, generating leads through outreach and engagement. Building relationships with prospects and supporting internal teams in a fast-paced fintech environment.

Posted 7/6/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client-Facing ExperienceSales SupportManaged Account PlatformsInvestment SolutionsPipeline Management

Soft Skills

Proactive ApproachCollaborative NatureOrganizational SkillsDetail-Oriented

Certifications

Bachelor's Degree