Business Development Representative (RIA Channel)

Vestmark, Inc.

7d•$85,000 - $110,000•Remote

About The Position

Vestmark is seeking a Business Development Representative to join its growing Sales team. This role will focus on driving awareness and adoption of Vestmark's daily tax-optimized UMA platform and sub-advisory services within the RIA channel. The ideal candidate is a driven, client-facing professional with an internal or hybrid wholesaling background looking to advance their career at a high-growth fintech company. The role involves working closely with Asset Manager partners to identify, engage, and qualify new opportunities within the RIA and independent wealth management landscape, utilizing wholesaling instincts like high call volume, consultative engagement, and channel fluency at the intersection of financial technology and distribution.

Requirements

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.

Nice To Haves

2–4 years of experience as an internal or hybrid wholesaler at an asset manager, TAMP, or fintech firm with exposure to the RIA or independent advisor channel.
Familiarity with UMA, SMA, or separately managed account structures and how they are utilized within advisory platforms.
Experience supporting or working alongside external wholesalers or regional vice presidents in a territory-based coverage model.
Series 65 license (or willingness to obtain).
Working knowledge of wealth management technology platforms, portfolio management tools, or fintech solutions.
Established or developing network within the RIA or wealth management distribution community.

Responsibilities

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.