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Sales Development Representative



Sales & Business Development
Chicago, IL, USA · Chicago, IL, USA
Posted on Friday, April 5, 2024
Job Type

Job Title - Sales Development Representative (SDR)

Location - Chicago, IL - Hybrid - 3 days in office weekly

The Company:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 7x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.

The Position:

The SDR team, coupled with an award-winning marketing team, is the driving force behind YCharts’ sales success – and we reward handsomely for that success. If you like the fintech/financial services industry, enjoy sales, and are competitive by nature, we really want to talk to you!

What You’ll Be Doing:

  • Identify, create, and respond (via phone/email) to unassigned, yet-to-be qualified inbound sales opportunities
  • Qualify interested financial advisors and introduce them to YCharts Account Executives
  • Ensure prospective client comprehension of our sales processes to establish positive client relationships
  • Actively participate in weekly team meetings and training sessions

Qualifications and Skills:

  • Sales training and cold/warm calling experience (highly preferred, with preference given if in fintech or financial services)
  • Experience with the financial advisor community is a plus, but it is not required
  • Energetic, outgoing, and friendly demeanor with a genuine desire to provide outstanding service
  • Strong work ethic and professional attitude
  • Grit, determination, and strong attention to details
  • Strong interpersonal and communication skills
  • Bachelor's degree in Finance, Business, Economics, Communication, or similar


  • Base Salary: $50,000 annually - ($67,500 OTE)
  • This position is also eligible for uncapped commissions.

Why YCharts?

  • Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
  • Collaborative and inclusive work environment that encourages creativity and innovation.

Awards and Accolades:

  • 7x Inc. 5000 “Fastest Growing Companies”
  • American Banker's "Best Fintechs to Work For"
  • Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
  • Inc.’s “Best Places to Work”
  • Inc.’s “Top Regionals: Midwest”
  • Crain's "Best Places to Work in Chicago"
  • InvestmentNews' "Biggest Fintech Innovations"
  • Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
  • Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
  • Business Intelligent Group’s “Best Places to Work”
  • Hired’s “Top Employers Winning Tech Talent”
  • RepVue's "Reppy Award" for Top Rated Chicago Sales Organizations

Perks & Rec:

  • Chicago (River North) & NY (Chelsea) offices with flexible remote options
  • 100% Employer-covered medical, dental & vision insurance
  • Flexible Spending Accounts (Healthcare and Dependent Care)
  • 401(k) match
  • Paid parental leave
  • Discounted Pet Insurance
  • Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, and “Celebration Days”
  • DEI commitment
  • Continued education annual stipend
  • Opportunity to join committees (YCollective, Women at YCharts, and more!)
  • Summer hours— we head out early during the warm months!

In-Office Perks:

  • Weekly Grubhub credits for in-office lunches
  • Rotating selection of high-quality coffees
  • Craft beer, kombucha, and cold brew on tap
  • Snacks and drinks to get you through the day
  • Opportunity to join team leagues like kickball
  • Fun company outings including an annual celebration in Chicago!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come.