Building and executing a great investment strategy shouldn’t require a PhD or a million-dollar budget—it should be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, and sales enablement software.

Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor, we’re a thriving growth-stage company serving top firms like John Hancock, TD Ameritrade, Fidelity, and Charles Schwab.

The Position

As a member of the Business Development Representative (BDR) team, you will play a key role in driving YCharts' sales success alongside our award-winning marketing team. If you have a strong interest in fintech and financial services, enjoy sales, are naturally competitive, and work well in a collaborative environment, we’d love to hear from you.

Key Responsibilities

Identify, create, and respond to defined accounts via phone and email (inbound + outbound sales opportunities).
Qualify interested financial advisors and introduce them to YCharts Account Executives.
Educate prospective clients on YCharts' sales process to establish positive client relationships.
Actively participate in weekly team meetings and training sessions.

Qualifications & Experience

Prior sales training and/or experience with cold/warm calling.
Experience in fintech or within the financial advisor community is a plus.
A proactive, personable, and approachable demeanor with a strong focus on delivering high-quality results.
Grit, determination, and a positive attitude, with strong attention to detail.
Strong interpersonal and communication skills, particularly over the phone.
Bachelor's degree in Finance, Business, Economics, or a related field a plus.

Benefits & Perks:

100% employer-paid health, dental, and vision insurance.
401(k) match to support your financial future.
Flexible time off, vacation days, sick days, and a celebration day.
Paid parental leave to support work-life balance.
Professional development stipend to help you grow in your career.
Hybrid work schedule with flexibility to work both in-office and remotely.
Summer hours so you can enjoy more sunshine.

In-Office Perks:

Weekly lunch credits to fuel your day.
Premium beverages and snacks to keep you energized.
Regular team events and activities to foster a fun and engaging culture.

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $50,000-$55,000 USD, and the Total Cash Compensation range is $70,500-$77,750 USD inclusive of bonuses and variable compensation.The starting salary will be determined based on skills and experience.

Why Join YCharts?

We’re more than a fintech company—we’re a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself: