Business Development Representative (RIA Channel)

Vestmark, Inc. Business Development Representative (RIA Channel) YesterdaySaved Easy Apply Remote or Hybrid United States Easy Apply 85K-110K Annually Mid level 85K-110K Annually Mid levelFintech • SoftwareDrive outbound prospecting and partner engagement within the RIA channel to generate qualified opportunities. Support senior BDRs by managing territory/prospect lists, scheduling meetings, maintaining Salesforce pipeline, coordinating events/webinars, and sharing market feedback with cross-functional teams to inform sales and product strategy.Top Skills: Crm SystemsPortfolio Management ToolsSalesforceSmaTampUmaWealth Management Technology Platforms